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.
- Click on the Vacancies (or Jobs) tab.
- Click on the Job Reference Number to enter into the job card.
- Select ‘Import Candidate Data’ from the Candidates Groups & Assessment tab.
- Select ‘Candidate’ and then select ‘Export/Download Candidate Application Template’ then click ‘Process’.
- 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.
Note: If it does not appear after a minute keep refreshing your browser until it does. - Click Download on your jobs file.
- 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 (|).
- Once you have completed all mandatory questions, you must then save the CSV file.
- On the breadcrumb trail click back onto ‘Import Candidate Data’.
- Select ‘Candidate’ and also select ‘Import/Upload Candidates’ then click ‘Process’.
- Click on ‘Choose File’ to upload the CSV file that you had saved.
- If your file does not display an error click ‘Submit’.
- You will now be taken into the ‘All active messages’ page – click refresh until it is complete.
- Once the status is complete all candidates have been imported.
- The candidate’s source will be IMP in the candidate list on that job.
