Creating a Team Member

Sage People customers running Sage People Recruit, Sage People Human Capital Management (HCM), and Sage People Resource Manager can have their HCM Team Member Records created automatically, using details collected during the Talent Acquisition process in the Candidate and Application records.  Alternatively, you can create Team Member records manually.

There are four steps to set up automatic Team Member creation:
1.  Install Sage People Resource Manager version 22.04 or later.
On installation, Resource Manager creates the Team Member Link field on the Candidate object to enable the link between the Candidate and Team Member records.
2. Create a lookup field on the Application object called Manager. This enables Sage People to set the value of the new Team Member’s Manager and Department, where the department is the same as the manager’s department.
3. Check the field sets HCM Copy, on the Application object, and Recruit Copy, on the Employment Recordobject, to make sure they contain all the fields you want to copy from Recruit to HCM, and that the fields match in both type and order.
4. In Sage People Recruit Configuration set Candidate Status To Create Team Member to the status you want to use as a trigger for creating a Team Member, typically Onboarding or Hired.

You can also set assessment stage options to trigger Onboarding or Hired status when that stage is reached.

Sage People customers running Sage People Recruit, Sage People Human Capital Management (HCM), and Sage People Resource Manager can have their HCM Team Member Records created automatically, using details collected during the Talent Acquisition process in the Candidate and Application records.  Alternatively, you can create Team Member records manually.

There are four steps to set up automatic Team Member creation:
1.  Install Sage People Resource Manager version 22.04 or later.
On installation, Resource Manager creates the Team Member Link field on the Candidate object to enable the link between the Candidate and Team Member records.
2. Create a lookup field on the Application object called Manager. This enables Sage People to set the value of the new Team Member’s Manager and Department, where the department is the same as the manager’s department.
3. Check the field sets HCM Copy, on the Application object, and Recruit Copy, on the Employment Recordobject, to make sure they contain all the fields you want to copy from Recruit to HCM, and that the fields match in both type and order.
4. In Sage People Recruit Configuration set Candidate Status To Create Team Member to the status you want to use as a trigger for creating a Team Member, typically Onboarding or Hired.

You can also set assessment stage options to trigger Onboarding or Hired status when that stage is reached.

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