Agiloft - Importing New Employee Details
To start with upload -> Go to -> People -> Actions -> Import
The Import tab – will take to this page. The first field needs to be ticked and then click next
File Name - Choose the Data source file and click “Upload”
Based on the built JobDiva BI report (refer excel - BI report - to prepare upload file), the data source/upload file is customised. Refer the excel - Agiloft upload - Import file Template based on Engagement Type.
Data format to be reflect as shown.
Options tab – Tick mark Run rules after import
Table Tab - Select Employees from drop down list and tick Create all missing choice values
Records Tab - Below all options to be selected. Match record to be “Email” as it’s Unique per candidate, if importing candidate’s details for the first time.
Fields Tab - Select the fields/columns to be “Imported” or “Not Imported” from drop downs on right hand side against the corresponding fields/columns from the upload file that will populate here. Then click on Finish to complete the upload
Only for Mexico Employees - CURP, RFC and NSS number is applicable
Related Articles
Importing Individual Contractors Details
How to Import Individual Contractor’s Details Please see attached a step by step guide on how to import the details of individual contractors on Agiloft. Comments N/AHow To Add Candidate Details To Agiloft
Creating a New Candidate in Agiloft and Job Diva TWO SYSTEM OF RECORDS – JOBDIVA AND AGILOFT/CLM JobDiva (JD) – This is the platform where we record the overall Onboarding Data/Documents for Candidates. Agiloft/CLM – This is the platform where the ...JobDiva and Agiloft - Change in Mode of Engagement
PROCESS TO BE FOLLOWED WHEN A CANDIDATE CHANGES WORKER TYPE As an Example – The status of existing candidate changing from Contractor to Employee under the same Job number. It can be Vice Versa. Steps in JobDiva. Start Record- Existing start record ...Full Manual for Agiloft Portal
Manual for Agiloft Please see attached the full manual for using the Agiloft portal. Comments N/AAgiloft - How to mass replace the current Internal Contract Owner with new Owner
Agiloft - How to mass replace Internal Contract Owner and transfer all the documents they own to a new person The field Internal Contract Owner, you need to search for all the records where Internal Contract Owner = the employee that’s left, then ...