# How to Import Employees Using Excel

## 1. Before you start

Important: Before you start with this manual ensure that your Region settings are correct, otherwise the Excel (.csv) files will not work correctly.

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>1.1. How to get there?

<div data-article-id="1067809" data-workflow="false" id="bkmrk-on-your-desktop-clic"><div data-article-id="1067809" data-workflow="false"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b5e753a7-91fa-42f7-bab1-7daf540f1d93"><div data-step-uuid="670097ce-e181-4c7c-a4d1-f6a09e75866a"><div>- On your desktop click on Search (1).
- Then type Region &amp; language settings (2).
- Click on Region &amp; language settings (3) or press Enter. A new window will open.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/332/290/original/e6137f78-cc07-4dfd-a872-2bde249c1dc7.png)</div><div>- In the new window click on Additional date, time &amp; regional settings (4). Another new window will open.

</div><div></div></div></div></div></div></div></div>[![image-1616948712101.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/zoULeg82SYHygFPn-image-1616948712101.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/zoULeg82SYHygFPn-image-1616948712101.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk-in-the-new-window-na"><div data-article-id="1067809" data-workflow="false"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b5e753a7-91fa-42f7-bab1-7daf540f1d93"><div data-step-uuid="670097ce-e181-4c7c-a4d1-f6a09e75866a"><div></div><div>- In the new window navigate to and click on Region (5). A new window will open.

</div><div></div></div></div></div></div></div></div>[![image-1616948718296.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/BnBdoTI1TbaNqiuU-image-1616948718296.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/BnBdoTI1TbaNqiuU-image-1616948718296.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk-in-the-region-window"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b5e753a7-91fa-42f7-bab1-7daf540f1d93"><div data-step-uuid="670097ce-e181-4c7c-a4d1-f6a09e75866a"><div></div><div>- In the Region window click on Additional Settings... (6). A new window will open.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/332/294/original/1af3b09a-0676-44c0-b278-573498c34c02.png)</div></div><div data-step-uuid="05092373-871b-45fb-b768-cfc7974da694"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>1.2. What to do?

<div data-article-id="1067809" data-workflow="false" id="bkmrk-in-the-new-window-en"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b5e753a7-91fa-42f7-bab1-7daf540f1d93"><div data-step-uuid="05092373-871b-45fb-b768-cfc7974da694"><div>- In the new window ensure that the Decimal symbol (7) is a full stop (.).
- Ensure that the List separator (8) is a comma (,).
- Click Apply (9) and close all the windows.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/332/292/original/67f45473-02b4-4d6e-85d0-1c67ce0680a1.png)</div></div></div><div data-step-uuid="88ff7b98-fd2a-4a83-bf90-fcaeba130278"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>2. How to get there?

Click on System Administration (1). With your cursor hover over System Administration (2) then click on Import Data (3)

<div data-article-id="1067809" data-workflow="false" id="bkmrk--1"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="88ff7b98-fd2a-4a83-bf90-fcaeba130278"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/327/427/original/b26ffe6a-4adf-4d0f-962c-225db5d31e93.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/327/419/original/b5271835-02b3-462e-966b-4f67dc088088.png)</div></div><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3. What to do?

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.1. Download a sample file on Signify

<div data-article-id="1067809" data-workflow="false" id="bkmrk-navigate-to-employee"><div data-article-id="1067809" data-workflow="false"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="ef50f767-ca87-4fa7-bda1-f02f59a618a6"><div>- Navigate to Employee Import (1).
- Click on Click here to... (2).
- A small windows will open.

</div><div></div></div></div></div></div></div></div>[![image-1616948736495.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/BPZdv6sWgBQshxni-image-1616948736495.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/BPZdv6sWgBQshxni-image-1616948736495.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk-click-download-sampl"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="ef50f767-ca87-4fa7-bda1-f02f59a618a6"><div></div><div>- Click Download sample file (3) in the new window.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/327/437/original/00342d4d-bccc-43af-8ae7-9d6053a7331e.png)</div><div>- The sample file will download in your browser (4).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/327/423/original/c4bd76a0-f5cf-45fa-bb3d-e9b688b5bb32.png)</div></div><div data-step-uuid="6842735e-45eb-4d78-914e-b1bf49894773"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.2. Create an employee import (.csv) file in Excel

#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.2.1. Enter the employee data in an Excel document (.xlsx)

<div data-article-id="1067809" data-workflow="false" id="bkmrk-open-the-sample-file"><div data-article-id="1067809" data-workflow="false"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="6842735e-45eb-4d78-914e-b1bf49894773"><div data-step-uuid="6eaf1877-03f6-495b-a9db-999e8b8798e9"><div>- Open the sample file downloaded [above (4)](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#download-a-sample-file-on-signify).
- Select the entire first row (1) in the sample file.
- Copy the entire row (2).

</div><div></div></div></div></div></div></div></div></div>[![image-1616948744706.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/4oMwqI2N5fDp1YsB-image-1616948744706.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/4oMwqI2N5fDp1YsB-image-1616948744706.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk-create-a-new-microso"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="6842735e-45eb-4d78-914e-b1bf49894773"><div data-step-uuid="6eaf1877-03f6-495b-a9db-999e8b8798e9"><div></div><div>- Create a New Microsoft Excel Worksheet (3).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/327/425/original/3234bd44-ab76-4d4d-912c-80fee6aa2f2a.png)</div><div>- Open the new work sheet and Paste (4) the entire first row copied above into your new Excel documents First (5) row.
- Enter all the employee data in the mandatory columns.
- These columns are all mandatory: 
    - Column A: Employee Number.
    - Column B: Surname.
    - Column C: Full Name.
    - Column O: OrgLevel1\_Description.
    - Column BC: Job Title.
    - Column BM: Employment Type Description.
    - Column EL: SchemaID.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/327/987/original/a08f373f-cb70-4e62-8e48-4f50db5e4427.png)</div></div><div data-step-uuid="2b139660-9ce3-4aeb-af90-344f12868ddf"></div></div></div></div></div></div>#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.2.2. Save the Excel document as a (.csv) file

Save the new Excel document as a .csv file:

<div data-article-id="1067809" data-workflow="false" id="bkmrk-click-on-file-%286%29.-n"><div data-article-id="1067809" data-workflow="false"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="6842735e-45eb-4d78-914e-b1bf49894773"><div data-step-uuid="2b139660-9ce3-4aeb-af90-344f12868ddf"><div>- Click on File (6).
- Navigate to Save As (7).
- Click on Browse (8).
- Insert the File name (9) of your (.csv) file.
- Click on the drop down (10).
- Select CSV (Comma delimited) (11).
- When asked, Do you want to keep using this format, click on yes (12).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/327/443/original/c6445772-c9ae-41ff-a271-75e04a260aa1.png)</div><div></div></div></div></div></div></div></div></div>[![image-1616948757184.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/ax3CwFteFNcQNG24-image-1616948757184.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/ax3CwFteFNcQNG24-image-1616948757184.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk--5"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="6842735e-45eb-4d78-914e-b1bf49894773"><div data-step-uuid="2b139660-9ce3-4aeb-af90-344f12868ddf"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/327/431/original/029cc079-b1bd-4ff5-8fa2-57a5c92d3901.png)</div></div></div><div data-step-uuid="228e78ce-d60b-44eb-b1f5-7258d2032863"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.3. Importing the (.csv) file

#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.3.1. Execute Mock Import

Click on this [link](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#how-to-get-there) on instructions on how to get there.

<div data-article-id="1067809" data-workflow="false" id="bkmrk-navigate-to-employee-0"><div data-article-id="1067809" data-workflow="false"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="228e78ce-d60b-44eb-b1f5-7258d2032863"><div data-step-uuid="3f70d1b6-ce0e-47b3-b2fb-4ca352969543"><div></div><div>- Navigate to Employee Import (1).
- Click on Click here to... (2).
- A small windows will open.

</div><div></div></div></div></div></div></div></div></div>[![image-1616948763963.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/fxF3hSdLWTNtmBki-image-1616948763963.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/fxF3hSdLWTNtmBki-image-1616948763963.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk-click-import-file-%283"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="228e78ce-d60b-44eb-b1f5-7258d2032863"><div data-step-uuid="3f70d1b6-ce0e-47b3-b2fb-4ca352969543"><div></div><div>- Click Import file (3) in the new window.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/328/026/original/5a3c5c4d-10ba-4d62-9d6e-4caf92d17335.png)</div><div>- A new window will load.
- In the new window navigate and click on Choose File (1).
- A Windows file explorer windows will open.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/327/435/original/8b2e0ed9-575b-4213-b4fa-d40438ebf790.png)</div><div>- Search your computer for the Employee Import file that you saved as a (.csv) in [Section 2.2.2](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#save-the-excel-document-as-a--csv--file).
- Select that file (2).
- Click on open (3).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/327/441/original/309959b1-e24a-4049-a056-f8890c84e175.png)</div><div>- Click on Save &amp; Preview (4).
- The page will refresh and new options will be available.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/327/421/original/26e20604-89fd-49c4-a055-4c3dc25b6f9e.png)</div><div>- Tick the box I verify that the preview of the above data is correct (5).
- Then click on Execute Mock Import (6).

</div><div></div></div></div></div></div></div></div>The system will not allow you to continue if the tick box (5) is not ticked.

<div data-article-id="1067809" data-workflow="false" id="bkmrk--7"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="228e78ce-d60b-44eb-b1f5-7258d2032863"><div data-step-uuid="3f70d1b6-ce0e-47b3-b2fb-4ca352969543"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/327/447/original/f80666e3-89e1-4151-a5dd-814dbcffb360.png)</div><div></div></div></div></div></div></div></div>If there are errors in the Import:

<div data-article-id="1067809" data-workflow="false" id="bkmrk-correct-the-errors-i"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="228e78ce-d60b-44eb-b1f5-7258d2032863"><div data-step-uuid="3f70d1b6-ce0e-47b3-b2fb-4ca352969543"><div>- Correct the errors in the original Microsoft Excel (.xlsx) employee import document [Section 2.2.1](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#enter-the-employee-data-in-an-excel-document--xlsx).
- Save as a (.csv) file [Section 2.2.2](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#save-the-excel-document-as-a--csv--file).
- Execute the Mock Import again.

</div></div></div></div></div></div></div>If there are no errors (7):

<div data-article-id="1067809" data-workflow="false" id="bkmrk-click-back-%288%29.-then"><div data-article-id="1067809" data-workflow="false"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="228e78ce-d60b-44eb-b1f5-7258d2032863"><div data-step-uuid="3f70d1b6-ce0e-47b3-b2fb-4ca352969543"><div>- Click Back (8).
- Then move to [section 2.3.2](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#execute-actual-import).

</div><div></div></div></div></div></div></div></div></div>[![image-1616948778186.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/ebjYubnPFCQyYHqp-image-1616948778186.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/ebjYubnPFCQyYHqp-image-1616948778186.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk--9"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="228e78ce-d60b-44eb-b1f5-7258d2032863"><div data-step-uuid="3f70d1b6-ce0e-47b3-b2fb-4ca352969543"><div></div></div><div data-step-uuid="7c3486f5-5b1c-4345-b5f1-bc48fa7caba8"></div></div></div></div></div></div>#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.3.2. Execute actual import

<p class="callout info">Note: before continuing with this section, first perform a Mock Import in [Section 2.3.1](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#execute-mock-import) and insure no errors occur.</p>

Click on this [link](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#how-to-get-there) on instructions on how to get there.

<div data-article-id="1067809" data-workflow="false" id="bkmrk-navigate-to-employee-1"><div data-article-id="1067809" data-workflow="false"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="228e78ce-d60b-44eb-b1f5-7258d2032863"><div data-step-uuid="7c3486f5-5b1c-4345-b5f1-bc48fa7caba8"><div></div><div>- Navigate to Employee Import (1).
- Click on Click here to... (2).
- A small windows will open.

</div><div></div></div></div></div></div></div></div></div>[![image-1616948788707.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/ojX7Zv5pFIK5fdY9-image-1616948788707.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/ojX7Zv5pFIK5fdY9-image-1616948788707.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk-click-import-file-%283-0"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="228e78ce-d60b-44eb-b1f5-7258d2032863"><div data-step-uuid="7c3486f5-5b1c-4345-b5f1-bc48fa7caba8"><div></div><div>- Click Import file (3) in the new window.
- A new window will load.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/332/247/original/c2aefc15-1d9e-4157-82f6-8a6483d85bea.png)</div><div>- Click on Choose File (4) again and select the employee import file (.csv) that you saved in [Section 2.2.2](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#save-the-excel-document-as-a--csv--file).
- Click Save &amp; Preview (5).
- Tick the box I verify the preview of the above data is correct (6).

</div><div></div></div></div></div></div></div></div>You will not be able to continue if the tick box is not ticked.

<div data-article-id="1067809" data-workflow="false" id="bkmrk-click-on-execute-imp"><div data-article-id="1067809" data-workflow="false"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="228e78ce-d60b-44eb-b1f5-7258d2032863"><div data-step-uuid="7c3486f5-5b1c-4345-b5f1-bc48fa7caba8"><div></div><div>- Click on Execute Import (7).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/332/244/original/55f11421-2108-400c-8b6d-90b30de8a54e.png)</div><div>- The page will load and a new page will appear.
- Check if there were no errors for the import (13).
- Click on Execute Again (Actual Import) (14).
- Wait for the import to complete.

</div><div></div></div></div></div></div></div></div></div>[![image-1616948799766.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/a0aMlMhagsBHjarr-image-1616948799766.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/a0aMlMhagsBHjarr-image-1616948799766.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk--12"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="228e78ce-d60b-44eb-b1f5-7258d2032863"><div data-step-uuid="7c3486f5-5b1c-4345-b5f1-bc48fa7caba8"><div></div></div></div><div data-step-uuid="92936992-3ccf-43f5-91fa-b75935a5523b"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.4. Post Import Validations

Use this guide to ensure the employee data imported was correct and that it is correctly displayed on the system.

#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.4.1. Organisation Structure

##### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.4.1.1. How to get there?

Click on System Administration (1). With your cursor hover over Modules (2) then Organisation Structure (3) then Administration (4) then click on Organisation Structure (5).

<div data-article-id="1067809" data-workflow="false" id="bkmrk--13"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="92936992-3ccf-43f5-91fa-b75935a5523b"><div data-step-uuid="5b1bf416-4fd8-4bf0-896b-15fbc5a52aee"><div data-step-uuid="9d70e908-33e2-4376-95a3-67d4931c1338"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/332/238/original/3c61f0e8-b95c-4bdb-b9e6-4f1e0147c2d6.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/332/251/original/699ccec3-d226-474b-beaa-754c2f1e0c05.png)</div></div><div data-step-uuid="e3cb191e-67d9-403e-a2f3-62bfc99e442e"></div></div></div></div></div></div></div>##### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.4.1.2. What to do?

<div data-article-id="1067809" data-workflow="false" id="bkmrk-ensure-that-all-the-"><div data-article-id="1067809" data-workflow="false"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="92936992-3ccf-43f5-91fa-b75935a5523b"><div data-step-uuid="5b1bf416-4fd8-4bf0-896b-15fbc5a52aee"><div data-step-uuid="e3cb191e-67d9-403e-a2f3-62bfc99e442e"><div>- Ensure that all the node have been created correctly (1).
- Check that the correct number of Positions (2) display.

</div><div></div></div></div></div></div></div></div></div></div>[![image-1616948812351.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/g94A7vVw9FgjBCbz-image-1616948812351.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/g94A7vVw9FgjBCbz-image-1616948812351.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk--15"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="92936992-3ccf-43f5-91fa-b75935a5523b"><div data-step-uuid="5b1bf416-4fd8-4bf0-896b-15fbc5a52aee"><div data-step-uuid="e3cb191e-67d9-403e-a2f3-62bfc99e442e"><div></div></div></div><div data-step-uuid="1ba6bcfc-16e0-4bce-ac71-5e7028957d3b"></div></div></div></div></div></div>#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.4.2. Job Profiler

##### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.4.2.1. How to get there?

Click on System Administration (1). With your cursor hover over Modules (2) then Job Management (3) then click on Job Profiler (4).

<div data-article-id="1067809" data-workflow="false" id="bkmrk--16"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="92936992-3ccf-43f5-91fa-b75935a5523b"><div data-step-uuid="1ba6bcfc-16e0-4bce-ac71-5e7028957d3b"><div data-step-uuid="6133854c-d49e-4c90-9d87-e27d408585d0"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/332/234/original/2bcf361e-e8e8-49d8-ae21-d6c36f5426a4.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/332/249/original/262218cf-b7b2-4ac7-8710-bc44f249ce13.png)</div></div><div data-step-uuid="fd344df0-2b33-48da-b0ad-59cbf41acf3a"></div></div></div></div></div></div></div>##### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.4.2.2. What to do

Search (1) for the Job Titles (2) and Job Codes (3) that you have imported to ensure that the jobs and positions have been created properly.

<div data-article-id="1067809" data-workflow="false" id="bkmrk--17"><div data-article-id="1067809" data-workflow="false"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="92936992-3ccf-43f5-91fa-b75935a5523b"><div data-step-uuid="1ba6bcfc-16e0-4bce-ac71-5e7028957d3b"><div data-step-uuid="fd344df0-2b33-48da-b0ad-59cbf41acf3a"><div></div><div></div></div></div></div></div></div></div></div></div>[![image-1616948821786.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/p5ujQQi5jiiC2GFA-image-1616948821786.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/p5ujQQi5jiiC2GFA-image-1616948821786.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk--19"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="92936992-3ccf-43f5-91fa-b75935a5523b"><div data-step-uuid="1ba6bcfc-16e0-4bce-ac71-5e7028957d3b"><div data-step-uuid="fd344df0-2b33-48da-b0ad-59cbf41acf3a"><div></div></div></div><div data-step-uuid="781f8731-321d-4776-8580-2ff454875028"></div></div></div></div></div></div>#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.4.3. Manage Employees

##### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.4.3.1. How to get there?

Click on System Administration (1). With your cursor hover over Modules (2) then click on Manage Employees (3).

<div data-article-id="1067809" data-workflow="false" id="bkmrk--20"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="92936992-3ccf-43f5-91fa-b75935a5523b"><div data-step-uuid="781f8731-321d-4776-8580-2ff454875028"><div data-step-uuid="6e4036d6-6403-40f7-808d-18c0bee5a8f4"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/332/228/original/a33ac466-ee78-4cfc-ba96-8364cf6f8ef6.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/332/253/original/75e03d39-c1e1-45fe-b7c8-dd210e74abc1.png)</div></div><div data-step-uuid="c1c58dae-1037-4f83-92be-7138559e70d9"></div></div></div></div></div></div></div>##### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>3.4.3.2. What to do?

When searching for employees remember to select the correct box (1).

<div data-article-id="1067809" data-workflow="false" id="bkmrk-a-search-for-your-em"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="92936992-3ccf-43f5-91fa-b75935a5523b"><div data-step-uuid="781f8731-321d-4776-8580-2ff454875028"><div data-step-uuid="c1c58dae-1037-4f83-92be-7138559e70d9"><div></div><div>- A Search for your employees (2).
- Click on Search (3).
- Navigate to and click on Action (4). A small window will open.
- Click on View / Edit (5) on this window.

</div><div></div></div></div></div></div></div></div></div>[![image-1616948837176.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/x5xUv0kQoBYjpMqF-image-1616948837176.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/x5xUv0kQoBYjpMqF-image-1616948837176.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk-click-on-the-plus-ic"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="92936992-3ccf-43f5-91fa-b75935a5523b"><div data-step-uuid="781f8731-321d-4776-8580-2ff454875028"><div data-step-uuid="c1c58dae-1037-4f83-92be-7138559e70d9"><div></div><div>- Click on the plus icon Organisational Assignment (1).
- Navigate to Appointment History (2).
- Confirm that the appointments are all correct (3).

</div><div></div></div></div></div></div></div></div></div>[![image-1616948844837.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/GOEo0kbJduthKgi8-image-1616948844837.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/GOEo0kbJduthKgi8-image-1616948844837.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk-click-on-the-plus-ic-0"><div data-article-id="1067809" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="92936992-3ccf-43f5-91fa-b75935a5523b"><div data-step-uuid="781f8731-321d-4776-8580-2ff454875028"><div data-step-uuid="c1c58dae-1037-4f83-92be-7138559e70d9"><div></div><div>- Click on the plus icon at Employee Profile (4).
- Confirm that the details are correct (5).

</div><div></div></div></div></div></div></div></div></div>[![image-1616948853213.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/OEfEEDll52bhKir6-image-1616948853213.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/OEfEEDll52bhKir6-image-1616948853213.png)

<div data-article-id="1067809" data-workflow="false" id="bkmrk--24"><div data-role="steps-container"><div data-step-uuid="5c0679d7-ea51-4957-ac80-092f668da63e"><div data-step-uuid="92936992-3ccf-43f5-91fa-b75935a5523b"><div data-step-uuid="781f8731-321d-4776-8580-2ff454875028"><div data-step-uuid="c1c58dae-1037-4f83-92be-7138559e70d9"><div></div></div></div></div></div></div></div>