How do you automatically turn an approved candidate into an employee and unlock the vacation workflow?

In Jestor, once a candidate reaches the "hired" stage in the recruiting funnel, you can turn them into an employee within the system, which automatically unlocks access to workflows like vacation, productivity, and leave tracking.

How the transformation into an employee works

As soon as the candidate is at the hired stage, the option appears to add a new employee based on that record. At that point, you define which system user that employee will belong to, along with information like salary and skills. From there, that employee starts being part of workflows like vacation, where you can log requests, approve or reject them, and track who's on vacation during each period.

Stage	What happens
Candidate hired	The option to turn them into an employee becomes available
Employee created	Gains access to workflows like vacation, productivity, and leave tracking

How to turn a candidate into an employee

Track the candidate through to the "hired" stage in the recruiting funnel.
Click the option to add a new employee based on that record.
Set the system user, salary, and other employee details.
From there, manage vacation, productivity, and other workflows linked to that employee.

Why choose Jestor

Transition with no double work: the approved candidate's data carries over into the employee record, with no need to retype everything.
Integrated vacation workflow: requests can be approved or rejected with a tracking checklist.
Complete employee view: productivity, leave, and status all stay linked to the same record.

Can you only create an employee from a candidate at the hired stage?

Creating an employee was presented as tied to the hired stage, preventing hiring mistakes at other stages.

Is the vacation workflow already unlocked as soon as the employee is created?

Yes, once the candidate becomes an employee, they start being part of the system's workflows, including vacation.

Can you see who's on vacation during a specific period?

Yes, the vacation workflow shows by color and by period who's on vacation, with an approval checklist for the request.

Reference video

Check out more hands-on tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI.

Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

Why does a removed user show as inactive instead of being deleted, and what does that preserve in the history?

In Jestor, removing a user doesn't delete them from the system: their status changes to inactive, specifically to preserve the history of everything that person changed on records in the past. Why this logic exists If a user were completely deleted, the entire history of actions they performed

Can a text inside a card be shared with only the selected people?

Yes. In Jestor, each document connected to a card can be shared with only the specific people added to it, giving individual access instead of automatically opening it up to the whole team. How selective sharing works When creating a document inside a record, you need to manually add the

How do you lock a document as read-only to prevent accidental edits inside a card?

In Jestor, any document connected to a card can be locked for editing, making it read-only, which prevents someone from accidentally changing the content when reading that text. How locking a document works Inside the documents tool (Docs) connected to records and cards, you can lock a specific text

Where can you activate the builder directly from the Home to quickly access editing mode?

In Jestor, you can add the builder block directly to the home page, letting you access construction mode quickly with no need to first navigate to another app. How to add the builder to the Home When personalizing the Home, one of the available blocks is the builder option, which