Import Positions

You can import multiple positions at once by entering the names of the positions and their corresponding upper-level positions in a predefined template.

  1. On the top navigation bar, select > Basic Management > Person.
  2. Select Position Management on the left.
  3. Click above the left position tree to open the Batch Import Positions pane.
  4. Click Download Template to download the template to the local PC.
  5. Open the downloaded template file and fill in the required information, including the names of the positions and their upper-level positions.
  6. Click to select the edited template file from the local PC.
  7. Optional: Check Auto Replace Duplicated Position to allow the platform to automatically replace existing positions if the file to be imported contains positions that are already added to the platform.
    Note:

    If it is not checked and the file contains positions that are already added to the platform, the import may fail.

  8. Click Import.
  9. Optional: Perform the following operations.
    Option Description

    Edit Position

    • Select the position from the tree on the left and click at the top to edit its information.

    • Click in the Operation column of a position to edit its information.

    Delete Position(s)

    • Select a position from the tree on the left and click at the top to delete the selected position.

    • Click in the Operation column of a position to delete it.

    • Select one or multiple positions on the right pane and click Delete at the top to delete the selected position(s).

    • To delete all positions, click > Delete All either above the left tree or on the top of the right pane.

    Search for Position

    Enter the position name in the search box above the left tree to search in all added positions, and in the search box on the top right to search under the selected upper-level position. Supports fuzzy search.