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Set Up New Hire Enrollment CSV Template
Use the New Hire Enrollment CSV template to enter the enrollment details for the new hire enrollment process.
- From Setup, in the Quick Find box enter Static Resources, and then select Static Resources.
- Click New.
- In the Name field, enter a name.
- In the File field, click Browse and upload a new hire enrollment CSV file template.
- Click Save.
- Specify the static resource name in the New Hire CSV Template field on the account page.
- If you want to use the Person Account flow for enrollment, select Person Account Enabled.
- Click Save.
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