Skip to main content

Task Type: Copy to Personnel Files

Allyson Ryan
  • Updated

​When hiring a new employee SchoolFront allows for the transfer of data between RecruitFront and SchoolFront. This allows Districts to pull information such as, Certifications, Resume, Cover Letter, Credentials, Reference, Transcripts, and other documents from the application into the new employee personnel folder.

Applicable Roles

  • HR Admin
  • HR Team

Prerequisites

An Introduction to Profiles and Tasks, Creating and Editing Profiles, Creating and Editing Tasks

Step-by-Step Instructions: Copying Tasks to Personnel Files

Navigate to: Task Management / Task Profiles / Tasks  ​

  1. Select New Task

  2. From the Task Type drop-down menu, select Copy to Personnel Files (once selected, the system will refresh the available options in the remaining Details fields)

    Task Type Copy Personnel Files.png

  3. Enter a Task Name

  4. Enter a Task Description (For Example: "Copy Question Set Answers to Personnel File")

    Task Type Copy Personnel Files1.png

  5. Select Task Type Configuration - Automatic or Manual
    1. This option is defaulted to Automatic; if you would like to manually determine the name and destination of the files upon hiring, see Task Type Configuration - Manual below
  6. Select the File Source (Note: This is defaulted to "All" to copy ALL files from an applicant into their new personnel file)
    1. District Applicant
    2. Job Posting
    3. Official File
    4. Tracker
      1. Add Mapping - Select “Add Mapping” to include this copy within the Task Profile of “Teachers”
  7. Select the File Type from the drop-down menu​
  8. Select a Copy Policy (Note: All is the default option in order to copy all applicant files into the new personnel file)
  9. Enter a New File Name

  10. Select the Personnel Folder that the task and it's resulting files will map to

  11. Click Insert to Save; Cancel to back out without saving; Insert and Add Another to save and continue adding Tasks

Task Type Configuration - Manual

If you select Manual, you will not have any options below the Additional File Types, but it will allow an HR employee to selectively pick which items move:

Task Type Copy Personnel Files2.png

Tip: If you add a file to a personnel file and you wish to remove it you can go into the employee profile and delete.

Related articles