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Working with  for each in Ento.

Roles (which can be customised in Settings > Company settings to be called whatever you schedule) are used to indicate the type of jobs or shift duties work in a . A business with the Kitchen might add for Head Chef, Pastry Chef and Dish Hand, and for an additional called Head Office, create for Admin, Finance and Reception.
can be assigned to one or more , and can be assigned to one or more , across a number of . for each before you build your first schedule. Familiarise yourself with the format of existing , so when creating new you maintain consistency, adhering to existing ID and naming conventions.

Adding individually

The simplest way to add is one by one.  Even if your implementation consultant uploaded all of your roles initially, it’s useful to familiarise yourself with creating , as in time it’s likely you’ll need to update and create roles.

To view existing and add new ones, go to Core HR > Organisation structure > . Click Create new, give the a name and select the  for the . You can copy the  from another role, or leave that blank and add them later. Then click Save.

 

Adding in bulk

If you have multiple , they can be added using a bulk upload file. Go to Core HR > Account data > Import data.
Click + Create new, for Type select . Once file Type is selected, the purple information bar below where the file to be uploaded is selected will update to show ‘Click here to download a template file’.  Click the link to download a .CSV template to fill in and save, and then use this template to add or update .

Required fields for the import file are a unique ID for the , ID, and name.
Additional data that can be included (but is not required), a yes or no to counting against sales data, and (adding the to their profile), which can be added by including required IDs separated by a comma.

Once you have updated and saved the .CSV file, click Select to add your .CSV file, carefully read the Mode instructions (the defaults of Create and Update are the most commonly used modes) and Save.

 

Where to next?

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