Import Your Locations, Departments, Positions, and Employment Type

1. Go to Settings in the Side Menu

2. Choose Imports under the dropdown menu

3. Go to the Settings Tab

4. Choose Location, Department, Position, and Employment Type

A dialog box will open

1. Download the sample template by clicking the “Download Sample Template” button

2. A CSV will be downloaded

3. Fill up the CSV file with your company data

Next, upload the CSV file

1. Click on “Choose File”

2. Choose the CSV file

3. Make sure to assign the headers to the appropriate fields.

4. Click on next. You’ll then see the data that was uploaded

5. Then click on Submit

6. A dialog will pop up showing you that you’ve successfully uploaded your Location, Department, Position, and Employment Type

What if there was an error when importing?

If there is an error when importing that an entry is already existing in the system you can simply delete that entry from the CSV file or delete the item when reviewing the uploaded items (See Step 11) to fix it.

To find your Location, Department, Position, and Employment Type

1. Go to Settings in the Side Menu

2. Click on Miscellaneous Lists on the dropdown menu

3. Here you will find the Employee Tab for your company’s Location, Department, Position, and Employment Type

4. You can also edit, delete, or filter through each list. Please take note that you can only delete items that haven’t been used in the system.