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 Settings > Import.
  2. From the Import jobs and Assign jobs to employees sections, click Get template.
  3. Use the templates to populate your job data and job assignments to employees in your organization.

How to map the job catalog

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Note: This is the recommended simplest form of job catalog mapping, which must include Job name and level in order to import jobs successfully.

  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

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

  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.

How to import the job catalog

  1. Click Settings > Import.
  2. Click Get the template to download the template for your data.
  3. From the Import jobs section, click Import when your spreadsheet is prepared.
  4. Choose your upload method:
    • Click Upload data file to select your file, then click Done.
    • Drag and drop your file to upload your completed spreadsheet, then click Done.
    • Select from your uploaded files to upload an existing file from the Import drive, then click Continue.
  5. If your file has multiple sheets, select the sheet you'd like to upload data from in the dropdown menu.
  6. Click Next.
    Your data will be validated.
  7. If there were errors in your spreadsheet, click Download and fix to correct the errors detailed in the spreadsheet, then re-upload your data.
  8. Once your data is validated, click Next to import the data.
    Your data will be imported. Please feel free to leave the platform while the import is in progress. You'll receive an email when the import is complete.
  9. When the import is complete, click Go back to import page to continue with other imports or click Submit a support ticket if your data could not be successfully imported.

You’re ready to map jobs to employees and use the Assign jobs function via bulk import.

How to map jobs to employees

Screen_Shot_2022-10-19_at_16.51.01.png

Note: This is the recommended simplest form of job assignment mapping, which must include Email, Job name, and Job level in order to assign jobs successfully.

  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 mapping 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. Add the field Job level in a new column.
  5. Sort the field Is a manager.
  6. Enter the job levels according to the Is a manager column.
    • Enter the individual contributors' job level (E.g., IC) into the cells for those that are not a manager.
    • Enter the manager job level into the cells for each employee that is a manager (E.g., Mng).
  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. Click Settings > Import.
  2. Click Get the template to download the template for your data.
  3. From the Assign jobs to employees section, click Import when your spreadsheet is prepared.
  4. Choose your upload method:
    • Click Upload data file to select your file, then click Done.
    • Drag and drop your file to upload your completed spreadsheet, then click Done.
    • Select from your uploaded files to upload an existing file from the Import drive, then click Continue.
  5. If your file has multiple sheets, select the sheet you'd like to upload data from in the dropdown menu.
  6. Click Next.
    Your data will be validated.
  7. If there were errors in your spreadsheet, click Download and fix to correct the errors detailed in the spreadsheet, then re-upload your data.
  8. Once your data is validated, click Next to import the data.
    Your data will be imported. Please feel free to leave the platform while the import is in progress. You'll receive an email when the import is complete.
  9. When the import is complete, click Go back to import page to continue with other imports or click Submit a support ticket if your data could not be successfully imported.

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

FAQs

Why weren't my jobs imported?
If the job is already created in the job catalog, the import won't work. Importing jobs to the job catalog is only for new jobs. You can manage jobs in the catalog if you'd like to edit a job. To learn more, see Set up a job catalog.