Import Users for Non-Talent Suite Customers Overview

Product: Workbench

Preparing the Spreadsheet for Import (Non-Talent Suite Customers)
It is recommended to obtain the properly formatted spreadsheet before carrying out a User import in Workbench.
  1. Export the current User list by selecting Tools > Users > Administer BrassRing Users.
  2. Select Export users > name your export and select Launch. If you are a Tier 5 Workbench user, you cannot export the current user list from Workbench. Instead, request this spreadsheet from your IBM representative.
  3. Select Tools > Task Manager to retrieve your export and open the file.
  4. Save it to your computer as an Excel file type (.xls).
  5. Your import spreadsheet can only have two tabs: Properties & Users. Do NOT change the name of the tabs.
  6. You do not need to change the Properties tab.

As with all configuration and import tasks in Workbench, it is recommended to first complete the work in Staging before making any updates in Production. This helps you identify and resolve any potential issues before completing the task in your Production environment.

Preparing the User spreadsheet for import
  1. The export includes only active, or inactive users, depending on which view you were on when exporting the users. Delete the rows for users you are not updating.
  2. The Users tab includes columns for each of the standard user profile fields.

    Properties Tab:

    The properties tab
Language Codes
Should you want a language enabled that is not, contact your IBM representative.
  • Arabic (Saudi Arabia): AR-SAU
  • German (Germany): DE-DEU
  • English (US): EN-USA
  • Spanish (Spain): ES-ESP
  • French (Canada): FC-CAN
  • French (France): FR-FRA
  • English (UK): GB-GBR
  • English (UK Government): GG-GBR
  • English (US Government): GV-USA
  • Italian (Italy): IT-ITA
  • Japanese (Japan): JA-JPN
  • Dutch (Netherlands): NL-NLD
  • Portuguese (Brazil): PT-BRA
  • Russian (Russian Federation): RU-RUS
  • Serbian (Republic of Serbia): SR-SCG
  • Swedish (Sweden): SV-SWE
  • Thai (Thailand): TH-THA
  • Chinese (China): ZH-CHN
Field Restrictions, Rules, and Notes
An Asterisk (*) indicated a required field.
  • User name*: This is the user name that is used if the user is allowed to log in to BrassRing.
  • Status*: Active or Inactive.
  • Last Name*.
  • First Name*.
  • Country: Enter the country of the user.
  • Time Zone: Enter the time zone that the user is physically located.
  • Language*: Enter the language that you would like the user to see the BrassRing user interface in. (Note: If you would like to allow your users to see the BrassRing user interface in another language, you need to purchase that language through your IBM representative).
  • E-mail address*.
  • Password*: The password that is included in this column is the password that the user uses to log in to BrassRing for the first time. Passwords must be at least 8 characters with at least 1 non-alpha or numeric character.
  • Employee ID: If you have employees with similar/same names, the Employee ID might be a good way to help users differentiate between the users in the option lists. The Employee ID must be a unique value (no two users can have the same Employee ID in BrassRing). This is not a required field.
  • Job Title: This field has a 25-character limit and can be used to store/track the user’s official Job Title within your organization.
  • Department: This field has a 25-character limit and can be used to store/track the department that the user works in.
  • Phone number: This field can be used to store/track the user’s phone number. The user’s phone number can also be used as a name differentiator rather than Employee ID.
  • Fax number: This field can be used to store/track the user’s fax number.
  • User type*: The user type determines the level of access the user has into BrassRing.
  • User group: The user group assigns the user to a specific Code Access Group; which allows them to view or not view specific Job Codes.
  • Enterprise User*: This field indicates whether this person is using their logon information to access BrassRing. The options for this field are Yes or No.
  • Recruiter: If a Yes is populated in this field, the user shows in the Standard req field called Recruiter. If a No is populated in this field, the user is not shown in the Standard req field.
  • Manager: If a Yes is populated in this field, the user shows in the Standard req field called Manager. If a No is populated in this field, the user is not shown in the Standard req field.
  • Supervisor ID: If your organization uses the Custom Approval Workflow tool and would like to import an approval hierarchy, you need to have the user’s supervisor’s Employee ID listed in this field.
  • Role: If your organization uses the Custom Approval Workflow tool and would like to import an approval hierarchy, you need to have the user’s approval role listed in this field.
  • Added On: Date that the user’s profile was added.
  • Added By: Individual that added the user’s profile.
  • KIB User Groups: If your organization uses and has BrassRing integrated with Interview Builder, you list each Interview Builder group that you would like this user to be a part of.
  • User Signature: If your organization has enabled the User Signature setting, you might designate a unique user signature per user.
  • Approvals: If your organization uses Approval Groups/Levels, you list each group that you would like this user to be a part of.
  • Org Groups: If your organization uses Org Groups, you list the Org Groups that you would like this user to be a part of in this field.
  • Code Access Groups: If your organization uses Code Access Groups, you can list the Code Access Groups that you would like this user to be a part of.
Email WatsonTalentTraining@us.ibm.com if you have a suggestion for improvement, or encounter an issue on this documentation. Include the product and page title in your email.