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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

Copying Tasks to Personnel Files

  1. Navigate to the Task Management/Task Profiles/Tasks  ​
  2. Select “New Task”

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  1. From the Drop-Down menu below Task Type, select Copy to Personnel Files

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  2. Enter a Task Name and Task Description

    1. For Example: "Copy Question Set Answers to Personnel File"

Task Type Configuration - Automatic Default

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

Additional File Types - Automatic Configuration Only

  1. Select the File Source:

This is defaulted to "All" to copy ALL files from an applicant into their new personnel file

  • District Applicant
  • Job Posting
  • Official File
  • Tracker
  • Add Mapping - Select “Add Mapping” to include this copy within the Task Profile of “Teachers”

  1. Select the File Type from the drop-down menu

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  2. Select a Copy Policy
    1. NOTE: All is the default option in order to copy all applicant files into the new personnel file.
  3. Create a New File Name

  4. Select the location the task and resulting files should map to in the Personnel Folder

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  5. Once you selected all files you wish to copy from the applicant file to the personnel file select Insert or insert and add another

Task Type Configuration - Manual

If you choose 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

  1. Click Insert/Cancel or Insert and Add Another to complete this Task

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

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