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Converting between Stakeholders and Employees

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 September 19th, 2022

This article outlines the process of converting from a Stakeholder (e.g. Potential Employee, Contractor) to an Employee (and vice versa).
 

From the Configuration cog, click "Manage People"
 

 

Find the Stakeholder, click on the menu on the right-hand side and click 'Convert Employee Account to Stakeholder' (or 'Convert Stakeholder Account to Employee' if they are already a stakeholder)
 

In the confirmation dialog, specify the date of the changeover, and confirm.

 

What happens next?
The person now shows up as an employee (if originally a stakeholder) or stakeholder (if originally an employee).

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