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Bulk Import Process

Last Updated: September 28, 2025 Document Version: 1.0 Prepared for: Emgage HRMS Implementation Team

Bulk Import Process

The bulk import functionality enables efficient processing of multiple candidates simultaneously through Excel spreadsheet uploads. This powerful feature is designed for large-scale recruitment drives, campus recruitment, and situations where candidate data has been collected in bulk.

Bulk Import Overview​

Bulk importing streamlines the onboarding process by allowing administrators to process dozens or hundreds of candidates in a single operation, dramatically reducing administrative overhead while maintaining data integrity and quality.

Key Advantages
  • Efficiency: Process hundreds of candidates in minutes, eliminating repetitive data entry.
  • Quality Assurance: Built-in data validation and error detection.
  • Scalability: Handle recruitment drives of any size.

Starting the Import Process​

Accessing Bulk Import​

Import Candidate Button

The bulk import process begins from the main dashboard by clicking the "Import Candidate" button, which launches a three-step wizard.

Excel File Preparation​

File Format Requirements

Proper file preparation is crucial for successful bulk imports. Follow these guidelines to ensure smooth processing.

Required Format and Structure​

Example Excel Format

Critical Requirements
  • File Format: .xlsx or .xls.
  • Header Row: The first row must contain column headers (e.g., First Name, Last Name, Email).
  • Required Columns: At a minimum, First Name, Last Name, and a unique Email Address are required.

Step-by-Step Import Process​

This video demonstrates the complete bulk import workflow, from file upload to final confirmation.

Step 1: File Upload​

Upload Method

Use the drag-and-drop interface or file browser to upload your prepared Excel file.

Step 2: Data Validation and Review​

Automated Validation

The system automatically checks for required fields, correct formats, and duplicate entries. It provides a detailed error report if any issues are found.

Step 3: Import Confirmation and Execution​

Final Review

After reviewing the validation summary, confirm the import to create records for all valid candidates.

Next: Learn about the Candidate Experience to understand what candidates see and how they interact with the joining form system.

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