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Question

Bulk Onboarding csv

  • February 28, 2023
  • 3 replies
  • 117 views
M
Apprentice
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Trying to automate our onboarding but having an absolute nightmare with it.

 

I’ve created my onboarding stakeholder (just IT), Build kit etc and if I enter the details manually, everything works. However, if I use the csv bulk upload, the kit I have specified is not included.

It obviously works manually, so I don’t think my details are wrong. I cannot see any option to trigger the kit apart from what I have done.

Any ideas please?

Thanks

Miranda

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    3 replies

    S
    Skilled Expert
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    • shannon.mejia
    • Skilled Expert
    • 86 replies
    • February 24, 2025

    ​@miranda-a  did you get this worked out?  Are you using the onboarding module for this?  We need to do a bulk upload of season new hires but we are using the onboarding module.  I have not figured out how to do this.


    Shannon

    M
    Apprentice
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    • miranda-a
    • Author
    • Apprentice
    • 2 replies
    • February 25, 2025

    ​@shannon.mejia Unfortunately not. I tried everything and Freshworks tried to talk me through it but it still had issues. I gave up in the end :-(

    If you get it working, I would be interested to learn how.

    Miranda

    Kamakshi V
    Community Manager
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    • Kamakshi VCommunity Manager
    • Community Manager
    • 286 replies
    • February 25, 2025

    Hey ​@Jatin Rastogi 

    Could you please loop in any of our PMs who could chime in here?

    Cheers

    Reply


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