Edge Import - Applicant to Employee Conversion
With this enhancement, Edge Import is enhanced to enable organizations to convert applicants to employees. This functionality is only available to organizations that are using the Recruiting module.
Important: The ability to convert applicants using Edge Import may require a change in the procedures a customer is currently following in Data Load Wizard. We highly recommend testing your current files in your Stage or Pilot environment to validate your current process and understand how your files will be loaded using the Edge Import Employee load prior to migrating from Data Load Wizard to Edge Import.
For organizations that are using the Recruiting module, a new option is available when creating or editing an Edge Import configuration:
- Do you want to convert applicants to employees? - This option is set to No by default. When this option is set to Yes, the load will process employee and applicant records, and any applicants included in the load file are automatically converted to employees. When this option is set to No, the load will only process employee records, and any applicants included in the load file will return an error message.
To create a new data import configuration, go to
. Select the Configurations panel. Then, select the button. This opens the New Configuration flyout, which guides you through a multi-step process to create a new configuration.
|Access CHR - Employee Load
||Grants access to the Cornerstone HR (CHR) employee data load via Edge Import. This permission and data load type are only available to organizations using CHR. This permission cannot be constrained. This is an administrator permission.
|Access Edge Import
||Grants access to the Edge Import tool, which enables administrators to load data into their portal. This permission cannot be constrained. This is an administrator permission.
||Grants ability to create and update Edge Import configurations. This permission cannot be constrained. This is an administrator permission.
|Edge Import - Employee Load Constrained
||This permission enables organizations to constrain an administrator's ability to load employee data. Administrators can only load employee data if the employee is within the constraints on this permission. This permission can be constrained by OU. This is an administrator permission.