Bulk Upload

The Bulk Upload functionality is used to add or edit large sets of engagement data to the application in one process. Engagements uploaded with this process must conform to necessary data requirements that have been configured for a client organization, that is, must contain values already configured and made active.
Note: Bulk Upload is enabled at the parent OpUnit level. Along with enabling the functionality, you must specify an email address when the functionality email notifications and results files are sent. For more information about enabling the functionality, see Client Settings.
Before you use Bulk Upload, ensure that you have configured the following data for the client organization:
  • Job information - Job titles, job category, and job codes
  • Location information - Client locations with building codes, if possible
  • Departments
  • Manager information - Client manager user records with all appropriate data (GUID assigned to record, if possible)
  • Billing information - Configured information for the engagements, for example, work periods, appropriate time cards enabled, invoice options, and so on
  • Supplier information - Configured supplier records with the appropriate agreements configured with the appropriate job categories and locations
  • Request/Engagement Type - The request type configured for the client organization's appropriate locations
  • Any required custom worker or request custom fields - Custom fields (parent OpUnit level) are available for selection in the upload process. Configure the input files with the appropriate values, and map the fields to the request type input data. For more information about this process, see Use Bulk Upload.
    Note: The order of the custom fields columns in the upload file must match the order in which the custom fields appear in the application upload configuration view.

Along with uploading engagement information, you can bulk create worker profiles. This process creates the worker record, and associates each with an engagement in the upload. When the worker records are created, the process creates system passwords for each worker record. The worker uses the 'Forgot your Password?' link on the application login page during their initial log in to change their password, and setup their user account.

The following tasks are supported by the functionality:
  • Upload (fill) engagements
  • Create Worker Profiles
  • Add cost allocation values to worker engagements
  • Edit existing engagements
  • Close engagements
The Bulk Upload functionality uploads engagements in the 'Filled' status. This process does not account for any supplier sourcing, resume interaction, interviews, and so on. When the process completes, an email notification is sent to the address in the client organization's configuration (Send Bulk Upload emails to setting). This notification contains three results files, as follows:
  • <process_type>_Error.txt - Contains a list of errors at the line level for the process.
  • <process_type>Engagement.txt - Contains a list of engagements that were created or updated for the process.
The <process_type> is the process that was run to generate the results file, for example, the UPDATE_Engagement.txt file is generated when using the EDIT function.
Note: You can view process activity in the History table (Activity tab). The row in the table displays the field that was updated, and the date and time that the update was made.
Note: If you have enabled Funds Tracking for an engagement, and edit the estimated end date for an engagement, the Bulk Upload process recalculates the funds/budget amounts.