Workforce Ready Person Import Task

Prerequisites:
  • System access to the Task Manager
  • The Workforce Ready Integration page must be configured on the Ongoing Imports tab of the Import Manager.
  • Requires a Workforce Ready Person import type report
  • Read topic: Workforce Ready Person Import Column Descriptions

Use the Workforce Ready Person Import task to import new personnel from Ready.

  1. Go to the Task Manager in the System area.
  2. Click Add
  3. Name the job. Use the description area to enter additional information if needed.
  4. Leave the remaining and default settings as is.
  5. Click the Task tab to create a task.
  6. Name the task in Task Type.
  7. Select Workforce Ready Person Import task type.
  8. Select the Ready Report that is compatible with this application.

    The drop-down displays all Employee List Category type reports from Ready.

  9. Select or clear the check box Import Nothing Upon Error. If selected, the import will not process any records if an error exists. If unchecked, the import will process valid records only.
  10. Select the desired placement of contacts in Contact Type 1,2,3,4.
  11. Select a Login Policy. The selected Login Policy will be used when importing people using this task.1
  12. Click Save.
  13. Optional - click the Schedules tab to create a schedule. See Task Manager Schedule Example topic for additional information.