Converting Contractors to Employees

Video Demo:

https://app.supademo.com/demo/cmdzom7yv0rdkh5wkci62xnni?utm_source=link

Getting Started with Worker Type Transitions

As a client, you can now seamlessly convert your contractors into full-time employees without losing their information or going through lengthy re-onboarding processes.

When to Use This Feature

Use the Worker Type Transition when:

• You want to hire a previous contractor as an employee
• You need to maintain data continuity between roles
• You want to avoid duplicate profiles and email addresses
• You need to preserve employment history for compliance

Step-by-Step Transition Process

Step 1: Prepare for Transition

Before starting the conversion:

1. Complete all pending contractor payments
2. Ensure no active schedules remain
3. Deactivate the contractor profile completely (in case the contractor is still active when you launch the transition process, the platform will ask you to deactivate the contractor first)

Step 2: Initiate the Transition

1. Navigate to the deactivated contractor's profile
2. Look for the "Convert to employee" button
3. Click the button to start the conversion process

Important Note: Active Contractor Profiles

If you click "Convert to employee" on an active contractor, you'll see a helpful modal explaining:

• The contractor must be deactivated first
• How to handle unpaid schedules
• Steps to complete before conversion

Step 3: Review and Confirm

A detailed modal will appear showing:

• That onboarding will be required but with pre-filled data
• How to track the onboarding process of the employee
• Warning about the irreversible nature of this action

Understanding the Results

What Happens to the Contractor Profile

• Becomes permanently read-only
• Maintains all historical data
• Cannot be reactivated or edited
• Serves as permanent employment record

What Gets Created

• New employee profile with same email address
• Pre-filled personal and job information
• Fresh employee onboarding workflow
• Clear link to original contractor profile

Managing the New Employee

Adding Employee Process

When adding the transitioned employee to your team:

• You'll see a clear indicator this person was previously a contractor
• All standard employee setup options are available
• Department and manager information transfers automatically

Important Limitations and Considerations

No Reversal Option

Once a contractor is converted to an employee:

• The process cannot be undone
• You cannot convert the employee back to contractor

Data Restrictions

• You cannot edit original contractor profile after transition
• The employee profile is completely separate for editing purposes
• All historical contractor data remains protected for compliance and auditing purposes

Email and Account Management

• The employee uses the same email address
• The login credentials remain the same (no new password setup required)

Best Practices

Before Conversion

• Review all contractor information for accuracy
• Complete all financial obligations
• Communicate with the contractor about the transition

After Conversion

• Monitor employee onboarding completion
• Verify all transferred information
• Update internal records and systems