Template Overview

The Job Groups import template is a CSV file that includes all of the job groups for a company.

Template Functionality

When imported, the Job Groups import template performs the following functions:

  • Updates Existing:
    • Job Groups (Updates the job group name field.)
  • And Inserts New:
    • Job Groups
    • Locations (If the location code isn’t found.)

Template Layout

All fields/columns in this template must exist in the CSV file in the order that they appear below and each record/row of the CSV file defines a single job group. A quick way to build this template from within the software is to use the Create/View Template Button within the Import window.

Download the Job Groups Import Template

Field / Column Value Required? Description Example Excel Column
Location Code Yes A unique code that identifies a location. SACR A
Job Group Code Yes A unique code for the location’s job group. Note: If this field is empty, a unique code will be created automatically if there is a value in Job Group Name. 2 B
Job Group Name Yes The name of the location’s job group. Note: If this field is empty, the Job Group Code will be copied to this column. Professionals C

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