Import Assignments

Use the Position Management Data Import to create multiple assignments at once with a single template. This is especially useful when transitioning to a new HR system and importing data from an exported file.

Before you start: sign in and navigate to Assignment Import

1. Sign in to Staffology HR.

2. Go to System Tools > Utilities > Position Management > Assignment Import.

   Step 1: Download the Template

3. Select Download Template.

   The template opens.

   • Fields that use lookup (dropdown) values will display an arrow. Select the arrow to choose an option from the list. The system pulls these options from your HR data.

     

   • Mandatory fields are highlighted in the template.

   • Row 3 provides guidance on permitted values and includes some example data.

     

   Step 2: Fill out the Template

4. Begin entering your data from Row 4.

   • Complete all mandatory text fields. Leave non-mandatory fields blank if they don't apply.

     Do not remove or rearrange any rows or columns — doing so may prevent the file from importing correctly.

   Step 3: Upload template

5. When you have finished entering data, select Choose File, and upload your completed template.

   • Make sure the file is in XLS or XLSX format.

   Step 4: Validate Data

6. Select Validate. The system checks your file for errors.

   • If the system finds no errors, it will display a Validation Successful message. Go to Step 5.

   • If the system finds errors, it displays them in a table. Update your template to correct the issues, re-upload the file, and select Validate again. Once validation is successful, continue to Step 5.

     

   Step 5: Import Data

7. Once validation is successful, select Import Assignments.

   • The system imports your data. You will receive a confirmation message once the import is complete.

8. Select View Assignments to review the imported assignments.