We're here to help.

Browse articles, help and advice to get the most out of Ento.

Import

Importing into Ento can be a quick way to add a large number of roles

Core HR > Account Data > Import Data

Importing 

To start a new file import, go to Core HR > Account data > Import data and click Create new.
Open the Type dropdown list and select ‘’.
The purple bar under the file selection will then update to include a ‘Click here’ link for downloading a CSV template that includes all the fields necessary to get importing.
An example of the data to be entered will also display.

More general information on preparing import files can be found in Importing data overview.

 import requirements

The import will require a unique ID for the , the ID and a name.
In the ‘Count against sales’ column for that , enter Yes if you want to use Activity tracking & labour demand forecasting. An example maybe for a sales assistant or bar manager .
There is also an option to include a comma separated list of IDs to be added to that in the column.
Once you have imported the data successfully, it will appear and can be edited under Core HR > Organisation Structure >.

Name Data type Length limit Example Mandatory Description
ID Reference 20 RO10001 Yes
A unique identifier for the role. An ID can be comprised of text and/or numbers up to 20 characters in length. If the ID used belongs to an existing deleted role, it will be un-deleted.
Area Reference 20 AR10001 Yes
The area this role is associated with. Must match the ID of an existing non-deleted area.
Name String Sales Assistant Yes
The name of the role, usually based on a job name or duty, e.g. “Sales Assistant” or “Team Leader”.
Count against sales Y/N yes No
If the employeess shift should count against the sales_revenues data you are feeding in. We recommend turning ‘off’ for roles that are not customer facing.
Staff Reference List ST10001,ST10002,ST10003 No
A comma separated list of the that can work the role. Each must match a predefined, non-deleted staff ID or it will be ignored.
Staff Helper No
All the staff that can work the role should be selected. These selections are used by the system when suggesting staffs for shifts you have added or need to find a fill-in for. Star ratings can be set and used to further tune the order staffs are shown in suggestion lists.
Search staff Helper No
To assign a new staff to the role, start typing their name or ID.
Copy from another role Helper No
If the role you are adding or editing shares a similar set of staffs to another role within your company, select it in this list. Note: All previous staff selections and ratings will be removed on save.
Custom data Helper No
Custom data fields can be used to store additional pieces of information on roles, which you can then report on. Custom data fields can be defined on the ‘Settings -> Custom data’ page of your account.

Where to now?

Location Groups

Other relevant articles

Locations
Import data overview

Clocking in, requesting leave and more

New manager? Start here!

A closer look at how it all works

Quick answers to common questions

Get the most out of Ento

Popular topics

Create rosters, edit shifts, use fill-in finder, and learn about publishing and costing

In its simplest form, Ento is software that you and your staff can access over the Internet, via a web browser or one of our specially built apps

There are several ways you can capture time and attendance information for comparison against what was rostered.

There are three ways you can access your Staff area - the Website, iPhone or Android.

Capture and review data for staff clocking in and out before it’s sent to payroll. Here’s what you need to know.

Wondering how to set up Auto-recharge? Want to check your credit or renewal date? Making a one off payment? What is an Active staff member?

Create or update multiple records, or sync data from existing HR, payroll & POS systems using CSV templates for file imports

Find the answer to Frequently Asked Questions relating to this topic.

Hook directly into Xero and send through your Ento timesheets for an easy payroll process

Find the answer to Frequently Asked Questions relating to this topic.

Export your timesheet data in one easy file for direct import into MYOB AccountRight

Find the answer to Frequently Asked Questions relating to this topic.

Live chat support

Start a live chat.

Email support

Call support

Call on 03 9982 1915.

Book a demo of Ento

Want to see more? Book a no obligation demo with our team today.