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What is Mass Upload Attributes?

We provide description fields for all Attributes and Address fields for select Attributes, but you may want to store more data as a part of the Attribute.  For example, you may want to store the Manager with the Department or a Pay Rate with a job code.

To accomplish this, we provide you with a Smart Form for each attribute that is designated for adding Supplemental Data.  You will add a Smart Form with one or more form fields that will be present on the Attribute definition page and be stored with the particular Attribute value.  You can then use the Supplemental data to drive your business process or as binds in subsequent activiities.

How do you Mass Upload Attributes?

5 Step Process 

  1. Create a configuration revision
  2. Download template
  3. Modify template to include attributes to be added
  4. Upload Template
  5. Apply revision

Step 1 - Create a configuration revision

To create a configuration revision, click the Menu Icon and select Add/Update Revision under Manage Revisions.

Add/Update Revision

 

 

From this screen, a System Setup User can either search for an existing revision to modify, or they can select Add a New Value at the top of the screen if they wish to create a brand new revision.

Click Add a New Value.

Create Revision

 

 

Enter the information for the Revision, then click Reserve.

Manage Revision

 

 


 

Click Configure.

Revision Configuration

 

 

Click Edit in the Mass Upload Attributes area. 

Attribute Functions

 

 

 

Revision Attributes

 

 

 

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Click Add to add a new notification.

Smart Form

 

 

Select Tenant Admin, and the Notification Template that was added in the Content revision (Notify TA on Submit to HR), then click Save.

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