The Invitation Interface feature allows users to effortlessly create and launch multiple invitations at a time through two convenient methods: bulk uploading candidate information via a "file" or a "provider" option, or manually entering invitation details directly into the designated grids on the page. This functionality allows users to integrate seamlessly with third-party providers by extracting candidate information from their systems or importing data from a file to create and launch multiple invitations.

Who can access the Invitation Interface setup?

The users with the following roles are allowed to access the Invitation Interface setup.

How to create mass invitations by importing data from a file?

Creating mass invitations using a data file requires you to import the candidate's personal and attribute data from the file and copy the job-related information from a previous invitation. 

For details of these steps, please click here.

What fields are copied over to the newly created invitations? 

When selecting a model invitation for copying fields, note that not all fields from the model invitation will be copied to the newly created or launched invitations. The following limitations apply:

1. Only employment information will be copied from the model invitation; the Home Address will not be included.

2. Onboarding Details from the model invitation will be copied to the new invitations, except for the "Credit Check Required?" field in the Background Checks section. This field will be set to "No," regardless of its value in the model invitation.

If the invitations in the batch require the credit check to be enabled, create the invitations using the Invitation Interface, then update the Home State and Credit Check details by accessing them through the Invitation Console. For details on accessing invitations via the Invitation Console, please click here. After editing the necessary details, launch these invitations via the Invitation Console. For more information on launching invitations through the Invitation Console, please click here.

If the "Credit Check Required?" option is set to "Yes" in the selected model invitation, the following message will appear during the creation or launch of invitations via the Invitation Interface. If you select "Yes" in the message, the invitations will be created and launched with the credit check defaulted to "No".

3) If a model invitation includes an Employment Agreement that requires additional invitation data (Supplemental Attributes data), the Employment Agreement field will be defaulted to "No" when new invitation(s) are created or launched through the Invitation Interface. If any invitations in the batch require an Employment Agreement to be included with Supplemental Attribute Data, create the invitations using the Invitation Interface, then update the Employment Agreement details by accessing the invitation via Invitation Console. For information on accessing invitations via the Invitation Console, please click here. After editing the necessary details, launch the invitations through the Invitation Console. For more information on launching invitations through the Invitation Console, please click here.

If the Employment Agreement does not require supplemental attribute data, the Employment Agreement value will be copied to the newly created or launched invitations.

If the model invitation includes an Employment Agreement that requires additional invitation data (Supplemental Attributes data), a message will appear on the page. If "Yes" is selected in the message, the invitations will be created and launched with no value in the Employment Agreement field.

How to create invitations by importing the invitation data from a provider?

This method involves using provider source for importing the invitations data. Click here to view the details of theses steps.

Does the Invitation Interface support entering invitation data manually?

The Invitation Interface also allows manual entry of invitation data directly into the designated grids on the page. Without selecting a source for importing data, simply enter the information needed to create the invitations. To add empty rows for data entry, you can use the "Add Invitation" button.

This will add new rows for entering the invitation data. You can add as many invitation rows as needed by clicking the "Add Invitation" button.