Marking candidates as hired

This article applies to all Hire users in the PI2 platform.

Marking candidates as “hired” lets you denote new hires within the PI platform and carry their data over to other PI products.

When to use “mark as hired”

When sorting through candidates, you may want to denote new hires without removing them from the job or deleting them from your system. This can be especially helpful when you are making multiple hires for a given role.

Using the “Mark as hired” function, you can convert candidates into employees, preserve their candidate data from being anonymized, and continue your hiring evaluations without needing to create a duplicate job.

How to mark a candidate as hired

Log in to the PI software.
Select Hire from the navigation bar.
You'll land on the Hiring Center.
Select the job that contains the candidate you hired.
Click the Candidates tab.
Find the person's name from the list of candidates.
Click the ellipsis button () on the right-hand side.
Select “Mark as hired” from the dropdown options.
You will be prompted to add this new hire to your PI employee directory.
Enter this person's new employee email address. (This address must match an allowed organization domain, unless your organization has enabled the ability to override email domains.)
Hit "Continue."
(Optional) If your organization is subscribed to PI Perform, you will also be prompted to create a 1:1 workspace between the new hire and their manager.

To do so:
- Enter the email of the new hire's manager. (This address must match an allowed organization domain.)
- Click "Invite to Perform."
You will see a confirmation prompt that says “You've hired [candidate name]!” You will also see a green tag with the word "Hired" next to the person's name.

What happens after I mark a candidate as hired?

Marking a candidate as "hired" will automatically create an employee record for this person. Doing so will allow you to perform the following actions:

Administration: View them in your employee directory. (Requires admin access)
Inspire: View their Behavioral Report, their Coaching Guide, and other development resources. (Requires Inspire access)
Perform: View their Behavioral Report or add them to a workspace. (Requires Inspire access)
Diagnose: Send them an engagement survey. (Requires Diagnose access)
Design: Add them to a team. (Requires Design access)

Note: The person's existing candidate record will also be preserved, in case you need to refer to it again. You can locate the person's candidate record by navigating to the job they're associated with in Hire.

FAQs

Why can I mark some candidates as hired, but not others?

In order to mark a candidate as hired, that candidate must be associated with a job in Hire. There are two ways to add a candidate to a job:

You can add them from the Candidates tab on the Hire homepage.
You can add them from a specific job page.

Once you've added a candidate to a job, you will be able to mark them as hired.

Does marking a candidate as "hired" delete their candidate data?

No. Marking as "hired" is an additive process: It creates an employee record for the candidate so that you can continue to use PI with them post-hire. The person's candidate record is preserved, and you can refer back to it at any time.

I'm getting the following error: "Email must match organization domain." Why?

If you see this error when adding an employee to your organization, it means you're trying to add an email that isn't on your organization's list of "allowed" domains.

There are two ways to resolve this error:

Add this domain to your "allow" list. (Requires organization admin access)
Enable organization domain override. (Requires organization admin access)

Note: The organization domain override allows you to add any non-matching domain email moving forward. If your organization works with a variety of different domains, this option might make the most sense.

Is it possible to undo the "mark as hired" action?

Not currently, no. Once a candidate is marked as hired, the candidate becomes an employee. This process cannot be reversed.

If you simply want to remove the person from your employee directory, you can archive them at any time. However, doing so will also remove their candidate data from Hire. To re-add them to Hire, you'd need to resend them the Behavioral and/or Cognitive Assessment.

Will the candidate receive a notification if I mark them as "hired"?

No. Marking a candidate as "hired" does not result in any form of notification on the candidate side.

The only times that a candidate will receive a notification from PI is when you:

Send them the Behavioral Assessment or Cognitive Assessment
Invite them to use the PI software (once they're officially part of your organization)