|
Only users with Super Admin level access can export the Offer files required to complete this process. |
At this time, the only way to retrieve offer bonus fields is by using the Offers export available in Visual Insights. Follow these steps to match offer bonus information to candidates.
- Step 1: Navigate to Visual Insights > Exports > Offers.
- Step 2: Generate the CSV for offers from the desired timeframe; download both the Offers file and the Offers custom fields file.
- Step 3: Drag-and-drop the Offers custom fields spreadsheet into the larger Offers spreadsheet; both spreadsheets will now be contained within the same file.
- Step 4: On the Offers spreadsheet, right-click cell A1 (Offer ID) and select Filter > Filter by Selected Cell's Value; this will cause the sheet to appear blank.
- Step 5: On the Offers custom fields spreadsheet, insert a column after column A; title this column 'Candidate Name.'
- Step 6: Staying on the Offers custom fields spreadsheet, right-click cell C1 (Field Name) and select Filter > Filter by Selected Cell's Value; the sheet will appear blank.
- Step 7: Staying on the Offers custom fields spreadsheet, open the filter in cell C1 and search for "bonus;" this will filter the sheet for only custom fields related to bonuses.
- Step 8: Staying on the Offers custom fields spreadsheet, open the filter in cell D1 (Field Value) and set the filter parameter for greater than zero.
- Step 9: Staying on the Offers custom fields spreadsheet, copy the first Offer ID in column A.
- Step 10: On the Offers spreadsheet, open the filter in cell A1 and paste the Offer ID from the Offers custom fields spreadsheet into the search field.
- Step 11: Staying on the Offers spreadsheet, copy the name that appears in column C (under Contact Name).
- Step 12: On the Offers custom fields spreadsheet, paste the name into the cell in column B (Candidate Name) next to the corresponding Offer ID.
- Step 13: Repeat steps 9 through 12 for each Offer ID associated with a bonus that you want to find the candidate name for.