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

Core HR > Account Data > Import Data

Importing roles

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 ‘Roles’.

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.

Role import requirements

The import will require a unique ID for the Role, the location ID and a name.

In the ‘Count against sales’ column for that role, enter Yes if you want to use Activity tracking & labour demand forecasting. An example maybe for a sales assistant or bar manager role.

There is also an option to include a comma separated list of MISSING[%Staff%] IDs to be added to that role in the MISSING[%Staff%] column.

Once you have imported the data successfully, it will appear and can be edited under Core HR > Organisation Structure >Roles.


Where to now?

Location Groups

Other relevant articles


Import data overview

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