Import Employee Job Title History

How to submit a request for importing Job Title History for employees.

Process

Employee Job Tite History information is stored in HRIS and can be updated to reflect past, current, and future job titles. Job Title History imports can only be performed by a Namely admin so you will need to submit a case with a CSV file containing all of the necessary information. 

Use this templateto create your file.

Your file should follow the below guidelines:

• All columns in the template are required

  • The first row of each column is treated as a header row.

• Each employee is listed on a separate row.

  • Each row uses the employee's COMPANY EMAIL ADDRESS as the header.

• Dates are in YYYY-MM-DD format

• The job_tier and job_title values must exactly match an existing job title and tier.

• All job titles have been created and are active on your site before completing the import. 

  • You can create additional job titles and tiers under Company > Settings > Job Titles.

Additional things to keep in mind.

• Import file shouldn't exceed 5 MB.

• There are no filters and the cells are formatted correctly.

TIP:

​​​​​​Any existing job title history for any employee referenced in the uploaded file will be erased. To add new records to existing history, that previous history must also be included in the uploaded file, meaning all past, current, and future job titles must be included in your template.

After you have completed you CSV be sure to save a copy! It's always best practice to save a copy of your data prior to processing an import, in case of follow-up requests or questions.

Once the import file is complete, submit a case in the Help Community under HRIS Settings > Company Settings > Import Data and include the file as an attachment.