Bulk Import- Assigning a Process Flow

How to Assign Process Flows in Bulk 

Using the bulk import tool to assign process flows can only be done for existing/new candidates.

You must perform a Candidate Import first, if you have new employees that you want to bulk assign process flows to that are not yet in the portal. 

1. From the Bulk Imports & Updates landing page click on Update Specifications.

 

 

 

2. Expand the Import Specifications Table to review the details needed for your import.

The Valid Values include all of your Location Names, Process Flow Names, and Team Members.

The list will auto populate after choosing a Location Name to assist with completing your import template.

4. Use the table provided to filter the Candidates you wish to assign process flows to. 

You can filter by Candidate creation date if the goal to assign Process Flows to all Candidates created on a specific date. You can also filter the table by specific Candidates or Locations.

Once you have updated your table for the Candidates you want to assign process flows to click Export to download your import template.

You will need to have the Candidate API Identifier included in all Process Flow Imports.

5. Once your template is downloaded, fill in the additional information for your import.

Do Not Update the Headers on this file

Be sure to have data in all Required fields based on the Import Specifications.

6. Be sure to save your template as AddProcessFlow_FileName.

The "AddProcessFlow_ " prefix followed by your selected file name is used for import Validation.

Save your file as a CSV, no other import file types are currently supported. 

Max file size for your Import is 4MB. 

7.Upload your CSV file by selecting the Green Arrow, or drag and drop your file.

Your file will automatically validate. 

Review any Validation or Processing Errors prior to starting your import by downloading Validation Results. 

Click on "Start Import" to begin the import. 

 Your import will not begin until you select the Start Import option.

8.  View your "Import History" to find the status of your import, any errors that occurred, and to download your import report. 

A green check under the "Action" Column confirms a successful import.