MCA- Importing Job Titles for Employees

How to Import Employee Job Titles for Multi EIN Clients

 

To pull employee job titles into the system for a multi-EIN client, you will need to do an employee import.

However, before you can build and perform the import, you must first ensure all jobs are in the system.

If you do not have the jobs in the system prior to performing the import, you will receive an error message and be unable to complete the import.

To add jobs in the system, follow the steps below:

Hamburger Menu> Gear Icon> HR Setup> Jobs> Add New> Enter Job Info> Save

Once you have added all jobs to the system, you are ready to build your import. To select the import template, follow the navigation path below:

Hamburger Menu> Gear Icon> Imports> Overview> Select Employee Import

You will need to ensure that the employee's first and last name, default job, employee ID and EIN are filled in.

Once completed, you will go to Admin icon > Imports > Employee Setup > Employees to import the information> Select File> Test> If No errors Given, Select Import.

If Errors Are Given, Correct and Repeat Steps Above.

If you receive error messages or warnings, the page will look like this. You will have to correct the import template (Each warning or error is listed for easy reference).

If you do not receive any warnings or errors, the page will look like this. You would then select the blue "Import File" box in the upper right corner of the page to complete the import.

• Related Articles

• Multi-Client Access (MCA) Overview

  Multi-Client Access or "MCA" is a term used when accounts have common ownership that would constitute all accounts to be accessed from a single sign-on and allows for reporting to be pulled across all entities at one time. Additional entities can be ...

• How to Create a Job Requisition

  With this option, you can create and post job requisitions, schedule interviews, and run different reports in relation to the job requisitions and applicants. You can enable users to be able to edit a Job Requisition after it has been either ...

• How to Add a Job

  How to Add a Job In this article we will review the steps to add a new Job into the system. Adding Jobs gives you the ability to prefill information, making onboarding and transferring employees much simpler. Via the Hamburger Menu, navigate to Gear ...

• Payroll Process Multi-EIN Client

  This video shows some tips and tricks when processing a Multi-EIN payroll. Most steps are the same as the usual payroll process. ​

• Granting Administrator Access

  This knowledge center article will cover how to grant the administrator profile access to allow them to perform advanced functions for their employees. Examples of this can be approving employee timesheets, time-offs, time change requests, running ...