This article is intended for: Admin and Editor users in Personnel Budgeting.
Use this article after: you need to update filled positions by utilizing the Import Filled Positions Data feature.
One of your options for updating filled positions (employee records) is to use the Import Filled Positions Data.
- From the Filled Positions subtab of the Positions tab, select the Import Filled Positions Data button.
- Select the Import Filled Positions option.
- Then select the Import Data button.
When updating filled positions make sure to toggle on the Include current filled position data in bulk upload template option and download the template.
Update any fields as needed with any new data.
Remember the System Employee Job ID column will be automated the first time you import filled positions. This field prevents duplicates of positions in the future ensuring that data updates on the correct filled position.
Adding New Employees to this Excel/CSV worksheet?
No problem, add them underneath the employees you have updated. Any employee with no System Employee ID will be upload as a new filled position (employee) within the personnel budget.
Save the csv. and select the Import Filled Positions button in the modal to upload the csv.
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