Positions Import

The positions import allows you to import multiple positions into the system simultaneously. This is particularly useful during initial setup or organizational restructuring.

info

Data import is only available with a paid subscription.

Access

Navigate to General → Data → Imports and select "Positions" as the import type.

Excel Template

The positions import template contains the following fields:

Required Fields

• Name - The name of the position (required field)
• Superior - Indicates whether this position is a supervisory role (Yes/No)

Important Notes

Avoid Duplicates

• Check before import whether positions already exist
• Duplicate position names will cause an import error
• The import will be cancelled if duplicates are found

Format Requirements

• Name: Maximum 100 characters
• Superior: Only "Yes" or "No" entries
• No special characters: Avoid special characters like @, #, $ in the position name
• Case sensitivity: For Superior role, "Yes" or "No" is accepted

Import Process

1. Download Template

   • Download the positions template
   • The template contains sample data for guidance

2. Enter Data

   • Enter name and superior role in separate columns
   • One position per row

3. Upload File

   • Upload the file

Sample Data

Name	Superior
CEO	Yes
Department Head	Yes
Team Lead	Yes
Software Developer	No
Project Manager	No
HR Manager	Yes
Data Analyst	No
Administrative Assistant	No
Senior Consultant	No

Error Handling

Common Errors

Error Message	Cause	Solution
"Position already exists"	Duplicate position name	Check existing positions
"Invalid position name"	Special characters or too long	Correct the name
"Invalid value for superior role"	Value is not "Yes" or "No"	Only enter "Yes" or "No"
"Required field missing"	Name or Superior missing	Fill in both fields

After Import

• Check imported positions under Settings → Company → Positions
• Assign positions to employees
• Configure position-specific settings

Tips

Best Practice

• Import positions before employees
• Use unique, descriptive position names
• Document which positions are supervisory roles

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