Seamless Migration of requisition and offer forms template across instances

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Streamline environment management with automated Requisition and Offer Form template migration. Admins can now efficiently transfer templates from source environments to target environments directly through the Instance Management UI, eliminating the need for manual configuration. The migration tool automatically resolves dependencies, including custom variables and offer letter documents, ensuring seamless functionality upon activation.

Users

Admin / Customer Admin / Talent Admin, TA Ops (Talent Acquisition Operations), Implementation Engineer

Value

• Organizations need to maintain consistency between their testing (sandbox) and live (production) environments. Manually recreating complex intake forms is inefficient, introduces the risk of human error, and slows down the deployment of new hiring processes.

• This feature improves the self-service migration tool within the platform. It allows admins to select one or more Position or Offer Intake Form templates from a source instance and import them directly into their current instance. The process automatically handles the migration of associated custom variables and offer letter documents, ensuring a seamless transfer.

•  Reduces the administrative time required to manage and deploy intake forms across multiple environments.

For more details on this feature, read Migrate intake form template between environments.

Impact on existing workflows

• The system will block migration if an intake form relies on an Organizational Unit Type (e.g., 'Division,' 'Business Unit') that doesn't exist in the target environment. The admin must create the required Org Type in the target environment before the migration can succeed.

• Bulk migration is limited to 10 templates per import operation.

• Migration is only supported between related customer accounts (for example, a customer's specific sandbox and production environments).

• To import data from a linked account, you must have already established that account linkage. If you are unable to find or establish a linked account, please contact support for assistance.

Initial setup

This feature will be available to customers by default. Customers don't need to do anything to see this change in their Eightfold environment by the sandbox and GA dates.