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Bulk Upload - Exit Reasons

You can apply exit reason when making an employee a leaver the below article cover how to bulk upload your exit reasons so they are ready to use.

You can find the bulk upload by going to Administration > Company > Bulk Upload, located at the bottom in the non-core section.

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In the bulk upload there is an example CSV that you can download, you can create your own if you would like but it is recommended you use the example to avoid errors when uploading the CSV.

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Editing the CSV

Using the example CSV there are only 3 fields that you need to fill out for the bulk upload 

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Name - The name of the exit reason 

Manager Usable - Whether you want managers to be able to use this exit reason when making an employee a leaver 

Voluntary? - Whether you want the exit reason to be a voluntary or involuntary exit reason

Uploading the CSV

Once you have edited the CSV and have all the exit reasons you wish to add you select the CSV file in the CSV file o upload field and click submit.

When doing the CSV it is important to not leave any blank rows in between the entries the CSV otherwise it will give an error that the row is empty/missing entries, as it will check all the way down to the last entry.

Choose files or drag and drop files
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