Import pre-onboards to be recorded and onboarded as necessary

Core HR > Account Data > Import Data

 

Importing pre-onboards

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 ‘pre-onboards’. This name may change depending on your chosen terminology.

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.

 

Pre-onboard import requirements

The pre-onboard import requires a unique ID per pre-onboard that you enter, as well as at least a first name and a job name.

Any further information about the pre-onboard and the role is optional.

Hire dates and commencement dates, if entered, must be in the yyyy-mm-dd format.

Once the import is complete, these new pre-onboards will show up in Onboarding & Workflows > Pre-Onboards, where you can onboard them individually or in bulk, as required.

 

Where to now?

Pre-Onboards

Other relevant articles

Workflows

Beginning a new Onboard

Was this article helpful?

Import Pre-onboards
Rate this