Recruit & Onboard Data Requirements — Recruit Activities
Product Guide Library > Recruitment > Recruit Importer > Recruit & Onboard Data Requirements — Recruit Activities
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 8: Automated Activities for Recruit Workflow Templates
*required fields
| Field Name | Description/Accepted Values | Field Type/Format |
|---|---|---|
| Template Name* | Ex: Orthopaedic Hand Surgeon — North | Alphanumeric |
| Type* | Activity Type from Activity Type Lists — System defaults include: To-Do, Communication, Event, Email, Interview, Offer Sent, Offer Response | Single select dropdown |
| Interview Type *Required if Interview activity is selected |
Onsite, Virtual | Single select dropdown |
| Summary* | Ex: Obtain NPI, DEA, State Licensure, etc. | Alphanumeric |
| Schedule Date* | 0-1095 (3 years) — range will be dictated by scheduled date interval; use 0 to indicate activity should be on the start date | Numeric |
| Scheduled Date Interval* | Minutes (0-60), Hours (0-24), Days (0-1095), Weeks (0-156), Months (0-36), Years (0-3) | Single select dropdown |
| Stage Order* | Free Form; Stage does not need to be pre-defined in the workflow template 1st | Drop-down; predefined list |
| Stage* | Ex: Screening | Free form; Stage does not need to be pre-defined |
| Stage Color* | Sky, Blue, Navy, Aqua, Teal, Lavender, Purple, Pink, Magenta, Yellow, Silver, Gray, Black | Single select dropdown |
| Stage Mapping | New, Qualified, In Progress, Passive; stage mapping correlates to the candidate and recruiting status and will auto-apply as the candidate is moved through stages | Drop-down; predefined list |
| Assigned To | If the activity should always be completed by the same person, add the assignee as the usevr’s email, otherwise, the assignee is the candidate | User email |
| Tags | Activity Tag Name; tags must be created in the system first | Multi-select dropdown |
| Category | Categories must be set up first | Single select dropdown |
| Description | Expands upon the summary, include any details relevant to completing an activity | Alphanumeric |
Please feel free to contact us with any questions or assistance at support@marketware.com.
