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CSV import is a feature in the system that allows users to import candidates into the system via a CSV file. The instructions below demonstrate how to add candidates to a job.
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- Click on the Vacancies (or Jobs) tab.
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- Click on
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- the Job Reference Number
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- to enter into the job card.
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- Select ‘Import Candidate Data’ from the Candidates Groups & Assessment tab.
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- Select ‘Candidate’ and then select ‘Export/Download Candidate Application Template’ then click ‘Process’.
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- You will be taken to the ‘All Active Messages’ screen. Refresh the web browser after a minute as you will need to wait for a download to appear under the ‘Action (s)’ column.
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Note: If it does not appear after a minute keep refreshing your browser until it does.
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- Click Download on your jobs file.
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- Open the CSV file. Insert rows below row 1.
Any question that is a multi-select or a multiple choice must have the answer inserted in exactly as it appears on the application form. All multiple choice and multi-select questions will display the available answer options in the rows below and they will be separated by a straight line (|).
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- Once you have completed all mandatory questions, you must then save the CSV file.
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- On the breadcrumb trail click back onto ‘Import Candidate Data’.
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- Select ‘Candidate’ and also select ‘Import/Upload Candidates’ then click ‘Process’.
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- Click on ‘Choose File’ to upload the CSV file that you had saved.
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- If your file does not display an error click ‘Submit’.
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- You will now be taken into the ‘All active messages’ page – click refresh until it is complete.
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- Once the status is complete all candidates have been imported.
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- The candidate’s source will be IMP in the candidate list on that job.
