Building your talent network in Worksuite begins with adding and inviting talent. This guide outlines various methods to incorporate talent into your platform.


Comprehensive Guide to Adding and Inviting Talent in WorkSuite


TABLE OF CONTENTS


You can add talent to Worksuite using the following methods:

  1. Using the "Add Talent" Button - Click the "Add Talent" button to manually enter individual talent details. This method is ideal for adding a small number of people and customizing their information.

  2. Using the "Bulk Add" Button - Click the "Bulk Add" button to upload multiple talent records at once.

  3. Using Invitation Links - Generate an invitation link and share it via email or other communication channels. Talent can use this link to register themselves, streamlining the onboarding process.


Sending Invitations

After adding talent details, you have several invitation options:

  • Save and Invite Later: Store the talent's information and send an invitation at a later time. 

In this option, you don’t have to enable the checkbox: Email talents and invite them to join your Worksuite account?

  • Invite Now with Standard Email: Send an immediate invitation using the default template.

For this, enable the checkbox: Email talents and invite them to join your Worksuite account ?

  • Invite Now with Personalized Message: Send an immediate invitation with a custom message.

In this, enable the ‘Use custom welcome message’ checkbox.


Bulk Invitations

To invite multiple talents simultaneously:

  1. Select the checkboxes in the upper-left corner of the talent tiles you wish to invite.

  2. Use the top bar to select all visible talent if needed.

  3. Click the "Invite To Your Worksuite" icon.

  4. Choose from the invitation options mentioned above.

For a personalized approach, create invitation links to send via your email:

  1. From the home screen, click the "Get Invite Link" button in the upper right corner.

  2. Select the onboarding workflow to associate with this link.

  3. Optionally, assign a Relationship Manager.

  4. Optionally, specify Groups to categorize talent upon registration.

  5. Click "Get Invite Link" to generate the link.

  6. Copy and paste the link into a custom email from your address.


Bulk uploading talent

Steps to Upload Talent in bulk.

  • On the Talent directory, locate the Bulk Add button.
  • Click on the Upload Add button to open the file selection window. 


Note: You will see two options:
1. Upload File: Choose a CSV or Excel file from your computer. 
2. Manual Entry: Enter talent details directly into the system.


  • Choose the appropriate method based on your preference.
  • Choose the talent file from your computer. Ensure it meets the supported format (e.g., CSV, Excel). 
  • Once the file is uploaded, WorkSuite will display a preview of the data.
  • Review the information for accuracy. If necessary, make any required adjustments or correct errors before proceeding.
  • Click Confirm Upload or Submit to finalize the process.
  • A confirmation message will appear once the upload is successful.
  • If you encounter any errors, follow the on-screen instructions to resolve them.


Organizing Talent with Groups

Groups enable efficient organization of talent based on specific criteria such as specialty or location. Talent can belong to multiple groups, facilitating targeted searches. For instance, a software developer in New York might be included in both "Software Developers" and "New York" groups. Learn more about creating and managing groups here.


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Next up: Editing Talent Profiles