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Converting between Stakeholders and Employees

I want to change a potential employee (added as a stakeholder) into an employee and keep all existing data

Steve Tapley avatar
Written by Steve Tapley
Updated over a year ago

This article outlines the process o convert from a Stakeholder (e.g. Potential Employee, Contractor) to an Employee (and vice versa).
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From the Configuration cog, click "Manage People"
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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)
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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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