DATE:
AUTHOR:
The Eightfold team
Default on, Monthly release
Admin Console enhancements

File Ingestion for Templates and Variables

DATE:
AUTHOR: The Eightfold team

WHAT'S INCLUDED

File Ingestion supports two entity types for Talent Tracking configuration: Intake form template and T2 variable. You build a set of templates or variables in a spreadsheet, upload it once, and Eightfold creates or updates all of them together. Both position and offer forms are covered, including offer letter documents, offer communications, and e-signature workflows. Each row is validated on its own, so a problem in one template or variable does not stop the rest of the file from being applied.

WHY IT MATTERS

  • Configure a full set of templates and variables for a business unit, region, or new deployment in a single upload.

  • Reuse a configuration across environments and business units by editing a spreadsheet and uploading it again.

  • Keep a configuration consistent across many templates, because every template in the file is defined from the same source.

  • See exactly which rows applied and which need attention in the downloadable report for each upload.

  • Manage offer templates end to end in the same file, including the offer letter documents, the offer email, and the signing order.

FEATURE DETAILS

Who can access

Admins

Feature type

Default On 

Requirements

  • An integration system configured for the account.

  • Variables must exist before a template references them. A template file that names a variable Eightfold cannot find fails that template.

GETTING STARTED

Admins: Go to Admin Console > Integration > File Ingestion. On the Start Ingest tab, select Intake form template or T2 variable in Entity type. Download the schema from the link below Operation to see every column, its data type, and an example value. Build your file from the schema, then upload it and select Validate to check it before you select Process.  Read Intake form template and T2 variable ingestion for more details.

End users: NA

Powered by LaunchNotes