NERM bulk upload of Non-employee and Assignment using one single csv

[devanjanroy]

Hi,

We have two NERM profile types:

1. Non-Employee (Person) - Contains:

   • First Name

   • Last Name

   • Employee ID (auto-generated by NERM)

2. Assignment - Contains:

   • District

   • Department

   • Start Date

   • End Date

   • Employee ID (links to Non-Employee profile)

Goal: Create a single CSV containing: First Name, Last Name, District, Department, Start Date, End Date

Expected Behavior: Upon upload, NERM should:

1. Auto-generate the Employee ID

2. Create the Non-Employee (Person) profile

3. Create the Assignment profile linked via the generated Employee ID

Question: Is there a native way to accomplish this with a single CSV upload, or do we need to:

• Use two separate CSV files (Person first, then Assignment)?

Thanks

[Swegmann (Sebastian Wegmann)]

Hey,

I’m doing this currently the same way we are creating a single non-employee + assignment.

• Bulk import Non-Employee Workflow

• Sub-Workflow inside the parent workflow that calls the “Bulk Import Create Assignment” workflow.

Step 4:

Just make sure you have all required attributes for Person and Assignment in the CSV.

(Also make sure Sponsors exist before non-employees)