Updated in June - 2025 | Subscribe to watch greytHR how-to video
Recruiters often face challenges in efficiently managing the transition of candidates from offer acceptance to onboarding in the HRMS.
greytHR Recruit simplifies this process for the hiring manager or recruiter by enabling them to mark candidates as Hired on their joining day and automatically transfer their details to the company's database with the Add Hired Employee feature. This ensures a faster, automated, and seamless onboarding experience.
Once the candidate accepts the offer letter, the status automatically updates to Offer Accepted. As a recruiter or hiring manager, your next steps are to mark the candidate as Hired, add the joining date, and navigate to the Joining List page to add them as an employee from Recruit.
Mark candidate status hired.
Add hired employees from Recruit to the company database.
Sync employee documents
To mark the candidateβs status as hired, from your greytHR Admin portal, hover over the 9 dots, and select Recruitment > Candidates.
Select the candidate, click Jobs, and select the required job.
From the CANDIDATE STATUS dropdown, select the status as Hired. A pop-up screen appears.
If you want to keep the job posting open, click Okay, keep this job open.
If you want to close the job, click Great, Close the job, and select/add the appropriate reason.
Add the Joining Date for the candidate to appear on the Joining List page.
Note: You can click Add Employee to add the candidate to the companyβs database.
The Joining List page displays candidates who have accepted offers and been marked as hired. Once the candidate's status is marked as Hired, the Add Employee option appears next to the candidateβs name, allowing you to add employees directly from Recruit.
To add an employee to Recruit, from your greytHR Admin portal, hover over the 9 dots, and select Recruitment > Joining List.
Select the date range to view the hired candidates.
Click Add Employee.
On the Add Employee form, fill in all the information.
Note: The fields displayed in the Additional Information are based on the configurations set in the active Employee Category settings.
Once you have filled in all the required fields, click the Add Employee option, and the employee information will be added to the system.
After adding the employee, you can automate the synchronization of candidate documents from the recruitment process to the employee profile. This eliminates the need for manual re-uploading, reduces administrative effort, minimizes errors, and improves overall onboarding efficiency.
Once the employee is added, on the Joining List page, the Employee Sync Status changes to Added - Setup Pending, and the Complete Setup option appears next to the candidateβs name, allowing you to transfer the employee documents from Recruit to the Employee module.
Click on the Complete Setup option, and the window appears displaying all the documents available in the candidate's profile, along with a Document Category dropdown for easy selection, and a Preview option for each document.
Note: Alternatively, you can proceed with syncing the documents as the next step after the employee is added.
As an admin, you must:
Select or deselect individual documents using checkboxes.
Map each document to a specific category. This is a mandatory step.
Preview any document by clicking the preview icon.
Once done, select Complete Setup to successfully push the selected documents to the Employee module.
Note: You can choose to select the Skip for now option to complete the setup later.
The Employee Sync Status changes to Added - Setup Done.
When the employee is added, their documents are automatically pushed to the HRMS. You can view these documents under Employee > Information > Employee Documents, and the employee receives an email to start their self-onboarding process.
Recruiters often struggle with efficiently managing candidates from offer acceptance to onboarding in the HRMS. greytHR Recruit simplifies this by automating the transfer of candidate details to the company's database once they are marked as "Hired," ensuring a faster and seamless onboarding experience.
Once a candidate accepts the offer letter, their status automatically updates to Offer Accepted in greytHR Recruit.
As a recruiter or hiring manager, your next steps are to:
Mark the candidate as Hired.
Add their joining date.
Navigate to the Joining List page to add them as an employee from Recruit.
Push the employee's documents from the recruitment process to their employee profile.
To mark a candidate's status as Hired:
Hover over the 9 dots and select Recruitment > Candidates.
Select the candidate, click Jobs, and select the required job.
From the CANDIDATE STATUS dropdown, select Hired.
A pop-up will appear. You can choose to Okay, keep this job open if you want to continue receiving applications, or Great, Close the job and select a reason if the position is filled.
Add the Joining Date for the candidate to appear on the Joining List page.
Yes, you can click Add Employee directly after marking the candidate as Hired to add them to the company's database.
Candidates who have accepted offers and have been marked as Hired will appear on the Joining List page. To access it, hover over the 9 dots and select Recruitment > Joining List.
When the Employee Sync Status changes to Ready to Add, it indicates that the candidate's status has been marked as Hired, and the Add Employee option is now available next to their name on the Joining List page.
From the Joining List page:
Select the appropriate date range to view the hired candidates.
Click Add Employee next to the candidate's name.
Fill in all the required information on the Add Employee form. Note that additional information fields are based on your active Employee Category settings.
Once all fields are filled, click Add Employee to add their information to the system.
Automating the synchronization of candidate documents eliminates the need for manual re-uploading, reduces administrative effort, minimizes errors, and significantly improves overall onboarding efficiency.
After an employee is added to the system, the Employee Sync Status changes to Added - Setup Pending. This means the employee has been added, but their documents from the recruitment process still need to be transferred to their employee profile. The Complete Setup option will appear next to the candidate's name.
To transfer documents:
Click on the Complete Setup option next to the candidate's name (when "Employee Sync Status" is "Added - Setup Pending").
A window will appear displaying all documents from the candidate's profile.
As an admin, you must:
Select or deselect individual documents using checkboxes.
Map each selected document to a specific Document Category (this is mandatory).
You can preview any document by clicking the preview icon.
Once done, click Complete Setup to push the selected documents to the Employee module.
After successful document synchronization, the "Employee Sync Status" changes to "Added - Setup Done." The employee's documents are automatically pushed to the HRMS, and the employee receives an email to start their self-onboarding process.
You can view the synced employee documents under Employee > Information > Employee Documents in the greytHR system.
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