Import Positions

The Position Management Data Import allows you to create multiple Positions at once using a single template. This is ideal when transitioning to a new HR system and importing data from an exported file.

Before you start: sign in and navigate to Position Import

  1. Sign in to Staffology HR.

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

      An arrow containing a list of options.

    • Mandatory fields are highlighted in the template

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

      Mandatory fields in the import template.

    Step 3: 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.

    Upload template

  5. When you finish 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 Data. 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 .

      A list of errors found in the template.

    Step 5: Import Data

  7. Once validation is successful, select Import Positions.

    • The system imports your data.

  8. Finally, choose View Positions.

    The View Positions button.