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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