Map your data in spreadsheets, then import the job data in bulk to save time and organize your job structure.

Before you begin

Set up job attributes, including job functions and levels, before importing your catalog. To learn more, see Create job attributes.

Download the templates to ensure a successful import and assignment process.

  1. From the left menu, select People > Job catalog.
  2. Click the three-dot menu to the top right of the table.
  3. Select Download templates > Download jobs template.
  4. Select Download templates > Download assign jobs to employees template.
  5. Use the templates to populate your job data and job assignments to employees in your organization.

How to map the job catalog

  1. From the left menu, select People > Directory.
  2. Use the column picker to include the following fields in the table.
    • Job title
    • Email
    • Is a manager
    • Start date
  3. Click the download icon, then select the XLSX file type to export the directory.
  4. Copy the unique job titles from the export into a separate sheet.

    Tip: Select the job title column. Select Edit > Paste special > Values only to flatten the job titles.

  5. Change the field name to Job name.
  6. Enter the Job functions separated by backslashes \. E.g., People & Culture\Employee Experience\Learning & Development Manager.
  7. Add the field Job level in a new column.
  8. Enter your job levels into each cell within the Job level column. E.g., IC; Mng; Exec or multi-select options IC\junior; IC\Senior; Mng\Team lead.

Note: This is the simplest form of job catalog mapping, which must include Job name and level.

How to import the job catalog

  1. From the left menu, select People > Job catalog.
  2. Click the three-dot menu to the top right of the table.
  3. Select Upload jobs > Upload jobs.
  4. Drag and drop your file or click browse files to upload the spreadsheet.
  5. Click Upload, then click Done.
    You’ll receive an email notification if there are any errors in the upload.

How to map jobs to employees

  1. From the left menu, select People > Directory.
  2. Use the column picker to include the following fields in the table.
    • Job title
    • Email
    • Is a manager
    • Start date/Work effective date

      Tip: Use the original sheet from the Directory export to assign jobs.

  3. Change the field name Job title to Job name.

    Tip: We recommend having the same job name for all sites.

  4. Sort the field Is a manager.
  5. Add the field Job level in a new column.
  6. Enter the job levels for the employees.
    • Enter the lowest job level (E.g., IC) into the cells for each employee that is not a manager.
    • Enter the other job level(s) into the cells for each employee that is a manager (E.g., Mng) or executive (E.g., Exec).

      Tip: You may add sub-item levels such as Mng; Team lead.

  7. Change the field name Work effective date to Start date.

    Note: This is the simplest form of assigning and importing jobs which may include repeated job titles with multiple sites if you did not change the naming before the import, e.g., Data Analyst, IL and Data Analyst, EU.

How to assign jobs to employees

  1. From the left menu, select People > Job catalog.
  2. Click the three-dot menu to the top right of the table.
  3. Select Upload jobs > Assign jobs to employees.
  4. Drag and drop your file or click browse files to upload the spreadsheet.
  5. Click Upload, then click Done.
    You’ll receive an email notification if there are any errors in the upload.

To learn more about how to add and assign jobs, see Set up job catalog.