Bulk Imports Overview

Overview/Background

Click Boarding is excited to announce the release of our Bulk Employee Management tool. This tool allows Team Members with Full access the ability to upload a roster of Candidates and Team Members into the Admin Portal, as well as assign process flows to new and existing Candidates. 

On the Admin Portal, select the tower icon in the left menu to access the Bulk Imports tool. 

Utilizing this tool will allow hiring managers the ability to quickly and efficiently manage their employees. 

• Use the Bulk Imports & Updates landing page to import your templates for any of the existing Import types.
• Use the import tool to import new data only, the import will not update or override existing data.
• Use .CSV file types only.
• Use the Import Specifications Tab to assist with filling out the import template for the Candidate and Team Member imports, this will ensure that the import validates successfully.
• Use the Update Specifications Tab to export the template needed to assign process flows in bulk  to existing candidates. Candidates must be in the portal before assigning Process Flows.
• Select "START IMPORT" after uploading your file on the Imports & Updates page.
• Look at Validation Results prior to starting the import to make sure your file validated correctly.
• View Import History to see historical record of past import.
• Current available import types include:
  • Candidate Bulk Import
  • Team Member Bulk Import
  • Assigning a Process Flow
• Future releases will include additional import types and the ability to bulk update existing data. 

We value your feedback, please let us know if you have any questions or suggestions.

For more information regarding the Bulk Employee Management Tool please visit the Resource Center.