Importing roles into Ento can be a quick way to add a large number of roles
Core HR > Account Data > Import Data
Importing roles
- To start a new file import, go to Core HR > Account data > Import data and click Create new.
Open the Type dropdown list and select roles. - The purple bar under the file selection will then update to include a Click here link for downloading a CSV template that includes all the fields necessary to get importing.
- An example of the data to be entered will also display.
More general information on preparing import files can be found in Importing data overview.
Role import requirements
The import will require a unique ID for the role, the location ID and a name.
In the ‘Count against sales’ column for that role, enter Yes if you want to use Activity tracking & labour demand forecasting. An example maybe for a sales assistant or bar manager role.
There is also an option to include a comma separated list of IDs to be added to that role in the column.
Once you have imported the data successfully, it will appear and can be edited under Core HR > Organisation Structure > Roles.