HR teams can save time and reduce manual entry by importing historical and current position data for multiple employees at once.
🧾 Prepare your template for position history import
Download the sample file to your computer for reference. (This file is for structure only.)
Add column names that match your platform’s fields.
Fill in the template with position data:
Employee ID: The employee’s unique company number or internal identifier (text or number format).
Effective from: The start date when the position becomes valid or active.
Manager ID: The start date when the position becomes valid or active.
Job level: The seniority level of the employee (e.g. Junior, Middle, Senior).
Position: The employee’s job title or role (e.g. Sales rep, CSM).
Department: The name of the department the employee belongs to.
Division: The division name within the organization structure.
Location: The location where the employee is assigned (e.g. East, West, Central, country names).
📤 Import the Data
Go to Settings > Import.
Select Position history as the import type.
3. Upload your completed template.
4. Ensure all columns are auto-mapped correctly. Manually map any unmapped columns.
5. Preview your data, then click Import to complete the process.
✅ The system will automatically validate each row. Invalid or missing values will be highlighted in red. Update your file and re-import if needed.
📊 Track your import history
Go to Import history to view your past imports.
See how many records were imported, updated, or resulted in errors.
Click on any import log entry to view detailed error messages and resolve issues quickly.