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TalentED

This page provides step-by-step instructions on how to set up a TalentED import job within the Data Import tool for Applicant Tracking, Employee Records, and Perform. Refer to the data dictionary for data import requirements.

Process

  1. Log in to the Data Import tool on the US or Canada login page.

  2. Click Configuration.

  3. On the Import Configuration tab, click Add Import under Unified Talent Import Configuration.

  4. In the Add Import window:

    1. Set the Environment to TalentED.

    2. Choose the Import Type (Locations, Staff, Job Types, or Supervisor).

    3. Enter an Import Title.

    4. Click Save.

  5. Repeat Step 4 for each desired import type.

  6. After an import job is created, you can edit the import settings by clicking the Edit (pencil) icon on the import record. Refer to the TalentED Import Settings for details.

  7. Click Save.

TalentED Import Settings

Import Setting

Description

Source Filename

Required setting. The name must be exact; there is no wildcard support. This is the name of the file as it appears in the SFTP folder.

Date Format

This setting is only used if you use a date token that appends a date to the file name. Select the date format for the date token.

Delete Source File

Enable this setting if you want the source file from the SFTP folder deleted after the import is run.

Auto Import

Enable this setting if you want the import job to run automatically at the scheduled time set up in the Sync Environment settings. We recommend disabling this setting until files have been manually validated.

Override Default Email List

Allows you to override the default email list for the import type.

Override Default Start Time

Allows you to override the default start time for the import type. Note that all times in the Data Import tool are Mountain Time.

File Check

Enable this setting if you want an additional email out if an import fails to run due to a missing source file. We recommend enabling this setting when first setting up an import and testing the SFTP connection. You can disable the setting at a later time.

Remote Server Configuration

Ensure the remote server is the SFTP server where your file is located. Make sure the source directory matches the location of your file on the SFTP server.

File Formatting

Choose the delimiter format for your file.

Import-Specific Configuration

Verify the column header names and add or remove optional columns as needed to match your file.

Product Security

This setting is unique to the Staff import type. Enabling this setting allows you to import additional columns to set a user’s security group via import. For more details about this setting, review the FAQ & Troubleshooting documentation.

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