Bulk Upload - Candidates

The below article is relating to the Bulk Upload - Candidates which can be found by going to Administration -> Company -> Bulk Upload.

The Candidates Bulk Upload can be found within the Other Data section:

When you load the page the most important parts relating to bulk upload are at the top of the page:

This page includes:

CSV file to upload

This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.

Download help file and instructions

This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.

Download CSV Model

The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.

 

Editing your CSV:

When you download your sample CSV file it will look like this:

Title - Candidate title, e.g. Mr, Mrs, Dr. Can be made up of letters and/or numbers. this field is Optional.

Surname - Candidate surname/last name. Can be made up of letters and/or numbers. This field is Mandatory.

Firstname - Candidate first name. Can be made up of letters and/or numbers. This field is Optional.

Other names - candidate middle name(s). Can be made up of letters and/or numbers. This field is Optional.

DOB - Candidate date of birth. must be in the format dd/mm/yyyy regardless of localisation settings. This field is Optional.

National Insurance - Also known as Social Security Number outside of the UK. Can be made up of letters and/or numbers. This field is Optional.

Address - Candidate home address line 1. Can be made up of letters and/or numbers. This field is Optional.

Address 2 - Candidate home address line 2. Can be made up of letters and/or numbers. This field is Optional.

Town - Candidate Town. Can be made up of letters and/or numbers. This field is Optional.

County - Candidate County. Can be made up of letters and/or numbers. This field is Optional.

Home Telephone - Candidate home telephone number. Please ensure if using a spreadsheet to create the CSV file that you set this column type to TEXT or it will drop the leading zeroes – e.g. 01234 will become 1234. Alternatively, you can check the CSV file in a text editor before uploading. This field is Optional.

Mobile - Candidate home mobile number. Please ensure if using a spreadsheet to create the CSV file that you set this column type to TEXT or it will drop the leading zeroes – e.g. 01234 will become 1234. Alternatively, you can check the CSV file in a text editor before uploading. This field is Optional.

Email - Candidate personal email. There is no validation on this field. This field is Optional.

Post Reference - You internal unique post reference identifying the role applied for. This can only contain an existing reference within the system relating to a requisition in HRWize – if you wish to upload a candidate who has not applied for a specific role then you can use “Not” – no other value is accepted. This field is Mandatory.

Date Received - Date the application was received. Should be entered in the format dd/mm/yyyy regardless of your localisation settings - if left blank will default to the date of the upload. This field is Optional.

Stage - If you wish to set the candidate to a specific stage. Stage name exactly as it is NaturalHR. This field is Case Sensitive and Optional.

Starred - If you wish to star the candidate in HRWize. The only acceptable values:

0 = No

1 = Yes

This field is Optional.

Comments - Any general comments you wish to enter about the candidate. This field has no validation and any value can be entered. This field is Optional.