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Task Type: nVision New Hire Export

Dylan B.
  • Updated

The following article will detail how to create a Task Type for exporting your New Hires to nVision. 

Applicable Roles

  • HR Admin
  • HR Team

Prerequisites

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

Instructions

Navigate to: Task Management / Task Profiles / Tasks

  1. Click "New Task"
  2. Enter the Task Name - "Applicant New Hire - nVision"
  3. In the Task Type drop-down, select "Queue for Financial Platform Feed" 
  4. Enter a Task Description
  5. Select Insert
  6. Add Task to appropriate Tasks Profile(s)
  7. Once you have a new hire and select the hire button, the Profile tasks will begin.
  8. Navigate to Active Employees and search for any users with NH in their staff ID, use the magnifying glass in order to populate the user’s information.
  9. Select Edit

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  1. Enter Street Address, City, State (NY), Zip Code, Birthdate, Gender, and full Social Security Number. This will allow the users to be populated in the grid when the nVision Export New Hires action is selected.
  2. Select nVision Export New Hires within the action drop-down

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  1. The list of users will then be downloaded to your computer.
  2. Please refer to nVision release notes on how to upload this information into their platform.
  3. Once the new nVision feed is fed into SchoolFront the staff ID will update.

Capitalization

If you would like to toggle whether or not information in the export is converted to upper case on export, an administrator can go to Feature Administration > Third Party Integration and toggle the checkbox for "Upper case on export".