The below article is relating to the bulk upload - Change reasons which can be found by going to Administration > Company > Bulk Upload.
The Change Reason bulk upload can be found within the Non Core Data section:
This page allows you to bulk upload change reasons that can be used when making changes to an Employee.
When you load the page you'll find:
'CSV file to upload' field
This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.
Download help file and instructions
This option will download our bulk upload help file. This includes instructions on how to use/format each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.
Download CSV Model
The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.
Editing your CSV
When you download your sample CSV file it will look like this:
This bulk upload has very few columns:
Code - This is . This field is mandatory.
Name - Name of the Change reason . This field is mandatory.
Manager usable - Can this change reason be used by Managers? . This field is mandatory.
Record histories? - Whether a history record will be recorded when this reason is used. This field is optional.
Lara
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