A new feature has been added to the Positions module, allowing administrators to import positions in bulk using an Excel template. This feature streamlines position management by enabling users to add new positions or update existing records efficiently.
Steps to Import Positions in Bulk
1. Navigate to the Positions Module
- Go to Administration > Employee Information.
- Click the dropdown button and select Positions.
2. Access the Import Option
- Click Import to begin the bulk upload process.
3. Download the Required Template
- Click Download Template to input new positions.
- Click Download Existing Records to update current positions.
4. Input Data in the Excel File
- Open the downloaded Excel template and fill in the required details:
| Field Name | Description | Required |
|---|---|---|
| Company ID | Unique identifier for the company. | ✅ Yes |
| Position ID | Unique identifier for the position. | ✅ Yes |
| Position Name | Name of the position (e.g., HR Manager, Developer). | ✅ Yes |
| Description | Brief details about the position. | ❌ Optional |
- Ensure all required fields are filled to avoid errors during import.
5. Upload the Updated File
- Click Upload and select the modified Excel file.
- Click Import to process the bulk upload.
6. Confirmation of Successful Import
- A success message will confirm the import.
- The newly added or updated positions will be reflected in the Positions Module.
Important Notes
- If updating existing records, ensure that Position IDs remain unchanged to prevent duplication.
- Check for formatting errors before uploading to avoid issues.
- After importing, verify the Positions Module to ensure the data is accurate.