The below article is relating to the bulk upload - Succession which can be found by navigating to Administration -> Company -> Bulk Upload.
The Succession bulk upload is under the Other Data section here:
Once you've selected the Succession Bulk Upload you'll be directed to this page:
The page includes the following:
Employee Field
In the CSV the first column is called employee ID, this setting relates to what you enter in that column, For example if you have used the employee's names in the CSV the employee name option will need to be selected.
Successor Field
Similarly to the Employee Field. this setting relates to what is used to identify the successor, employee ID, name or works ID.
CSV file to upload
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 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:
Employee ID - This field relates to your chosen Employee field on the bulk upload page, if you have chosen employee name this will be the employee's first and last name exactly as they are on HRWize, if this is either the system or Works ID, this will be either of those IDs exactly as they are in HRWize too. This field is Mandatory and Case Sensitive.
Level - The Job Role level of the employee not the successor. This field must exactly match the job role level as it is in HRWize. This field is Mandatory and Case Sensitive.
Successor ID - This field relates to your chosen Successor field on the bulk upload page, if you have chosen employee name this will be the employee's first and last name exactly as they are on HRWize, if this is either the system or Works ID, this will be either of those IDs exactly as they are in HRWize too. This field is Mandatory and Case Sensitive.
Comment - Any general comments against this successor. This field has no validation and can therefore contain any combination of characters. This field is Optional.
Date - The date that this succession record was added. This date must be inputted in dd/mm/yyyy format. This field is Mandatory.
Lara
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