Recruit & Onboard Data Requirements — People
Product Guide Library > Recruitment / Onboard > Recruit Importer / Onboard Importer > Recruit & Onboard Data Requirements — People
This guide provides details and descriptions of each data point needed to populate your database. This includes setting up users, teams, and provider profiles, as well as places, sources, practice opportunities, and automated activities for onboard project templates and recruit workflow templates.
Import Wizard
The import wizard located in Account Settings, allows you to seamlessly upload key information. The importer can accommodate files related to People, Places, Sources, Opportunities, and automated activities for Onboard Project Templates and Recruit Workflow Templates.
- Step 1: Enter your free-text import name and select an import type from the drop-down list. Click the Start Import button to open the full import wizard.
- Step 2: Upload an existing file from the computer, or manually enter the data based on the columns requested.
- Step 3: If uploading a file, select the sheet to import.
- Step 4: Confirm and match file headers to system headers.
- Step 5: Confirm and map file dropdown field options to system field dropdown options.
- Step 6: Review the imported data and click submit data to import file.
File 5: People
*required fields
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| Field Name | Description/Accepted Values | Field Type/Format |
|---|---|---|
| Type* | Physician, Advanced Practice Provider, Allied Health Professional, Staff, Other | Drop-down; predefined list |
| Prefix | Dr., Ms. Mrs., Mr. | Drop-down; predefined list |
| First Name* | Ex: Joel | Freeform; alphanumeric |
| Last Name* | Ex: Smith | Freeform; alphanumeric |
| Middle Name | Ex: Killian | Freeform; alphanumeric |
| Suffix | Sr., Jr., II, III | Drop-down; predefined list |
| Medical Degree | Freeform; alphanumeric | Drop-down; predefined list |
| Specialty | A detailed list of specialties can be found here. | Predefined list |
| Sub-Specialty | Sub-specialties are dependent on the specialty. Please refer to this list of sub-specialties we accept, mapped to their specialty. | Predefined list |
| NPI | 10-digit numeric provider identifier—not supported for office staff & other profile types. | Freeform; 10-digit numeric |
| Employee ID | Use an employee ID if NPI is not available. This unique key can be used to bulk update the profile from the importer. | Freeform; alphanumeric |
| Title | MD, ACP, etc. | Freeform; alphanumeric |
| Practice Status | Full Time, Part Time, Locums, Training, On Hold, Retired, Deceased, Inactive—Assumed, Active—Assumed, Resident, Student, Fellow, Per Diem, Independent Contractor, PRN | Drop-down; predefined list |
| Gender | Female, Male, Non-binary | Drop-down; predefined list |
| Ethnicity | White, Black or African American, Asian, Native Hawaiian or Other Pacific Islander, Hispanic, Latino, American Indian or Alaska Native, Middle Eastern or North African, Chooses to not self-identify | Drop-down; predefined list |
| Birthdate | MM/DD/YYYY | Date |
| Recruiting Status | Ex: Team 1, Team 2, Team 3 The team must be set up 1st |
Drop-down; predefined list |
| Recruiting Inactive Reasons | Accepted Another Position Externally, Accepted Another Position Internally, Availability, Background, Candidate Declined Next Step, Candidate Declined Offer, Candidate More Qualified for a Different PO, Certification, Compensation, Contract Details, Cultural Fit, Do Not Contact, Hired Another Candidate, Licensing, Licensure, Location, No Opportunity, No Response, Offer Rescinded, Other, Other Candidate More Qualified, Personal Needs, Position Canceled or On-Hold, Professional Needs, Qualifications, Skillset, Too Much Time has Passed Since Applying, Undesirable Work/Call Schedule, Unknown, Visa Allocations, Visa Requirements | Drop-down; predefined list
Insert as a comma-separated list |
| Recruiting Inactive Reason Notes | Additional information about a candidate going inactive | Freeform; alpha |
| FTE Status | Full Time, Part Time, Locum, PRN, Per Diem, 1.0, .75, .5, .25 | Drop-down; predefined list |
| Career Interest | Actively Looking, Casually Looking, Not looking, but open to offers, Not open to offers | Drop-down; predefined list |
| Available for Hire | MM/DD/YYYY | Date |
| Work Authorization | US Citizen, J-1, H-1B, Other, Permanent Resident | Drop-down; predefined list |
| Recruiter | Active or New User | User email |
| Practice Manager | Active or New User | User email |
| Source Name | The source must already be in the system | Name; Comma-separated list |
| Date | MM/DD/YYYY | Note: The date added can only be used for 1 source. If the source list contains multiple dates will only apply to the first source in the list. |
| Related Teams | Ex: Team 1, Team 2, Team 3; The team must be set up first | Freeform; alphanumeric |
| Relationship Manager | Active or New User | User email |
| Home Phone | 10 digit number | |
| Work Phone | 10 digit number | |
| Mobile Phone | 10 digit number | |
| Personal Email | ||
| Work Email | ||
| Username | ||
| Home Address Street 1 | Freeform; alphanumeric | |
| Home Address Street 2 | Freeform; alphanumeric | |
| Home Address City | Freeform; alphanumeric | |
| Home Address State | Ex: UT, WY, ID, WA | Drop-down; predefined list |
| Home Address Zip | Freeform; numeric | |
| Home Address County | Freeform; numeric | |
| 4-year Degree Institution | Freeform; alphanumeric | |
| 4-year Degree Start Month | MM | Date |
| 4-year Degree Start Year | YYYY | Date |
| 4-year Degree End Month | MM | Date |
| 4-year Degree End Year | YYYY | Date |
| Medical School Institution | Freeform; alpha | |
| Medical School Start Month | MM | Date |
| Medical School Start Year | YYYY | Date |
| Medical School End Month | MM | Date |
| Medical School End Year | YYYY | Date |
| Residency Institution | Freeform; alpha | |
| Residency Start Month | MM | Date |
| Residency Start Year | YYYY | Date |
| Residency End Month | MM | Date |
| Residency End Year | YYYY | Date |
| Fellowship Institution | Freeform; alpha | |
| Fellowship Start Month | MM | Date |
| Fellowship Start Year | YYYY | Date |
| Fellowship End Month | MM | Date |
| Fellowship End Year | YYYY | Date |
| Employment 1 Title | Freeform; alpha | |
| Employment 1 Workplace | Freeform; alpha | |
| Employment 1 Start Year | YYYY | Date |
| Employment 1 End Month | MM | Date |
| Employment 1 End Year | YYYY | Date |
| Employment 1 Description | Freeform; alpha | |
| Employment 2 Title | Freeform; alpha | |
| Employment 2 Workplace | Freeform; alpha | |
| Employment 2 Start Month | MM | Date |
| Employment 2 Start Year | YYYY | Date |
| Employment 2 End Month | MM | Date |
| Employment 2 End Year | YYYY | Date |
| Employment 2 Description | Freeform; alpha | |
| Notes | Freeform; alpha |
Please feel free to contact us with any questions or assistance at support@marketware.com.
Date: January 29 2025
Subject: Physician Onboarding
