Kick off multiple workflows for existing employees at one time, using a range of workflow templates.
Core HR > Account Data > Import Data
Importing workflows
To start a new file import:
- Go to Core HR > Account data > Import data and click ‘Create new’.
- Open the Type dropdown list and select ‘Workflows’.
The purple bar under the file selection will then update to include a ‘Click here’ link for downloading a CSV template that includes all the fields necessary to get importing.
More general information on preparing import files can be found in Importing data overview.
Bulk workflow import requirements
The data required for import is:
- Workflow template ID*
- employee ID*
- Workflow due date* (must be in YYYY-MM-DD format)
- Workflow Manager ID*
- Mandatory (Yes or No – not required. If left blank will default to ‘not mandatory’)
Workflow template ID
To locate the workflow template ID to use for the bulk workflow creation import, go to Onboarding & workflows > Workflow templates.
The workflow template ID is found directly above the workflow template name. In the example above the ‘Forklift’ workflow template ID is highlighted, so it can be copied and pasted into the workflows import template.
Managing Workflows
Once the import is complete, the new workflows will appear in Onboarding & Workflows > Workflows, to be managed as usual via the Workflows Tracker page. More on that here in Workflows Overview.
Pre-Onboards
If you are looking to bulk create onboarding workflows, you may find using the Pre-onboards functionality useful.
Read up here on how Pre-onboards work, then Import Pre-onboards.