Bulk importing Jobs is the best way to quickly update your BundyPlus Live account with your list of jobs.
Requirements
Bulk Import Process
- Go to Settings
- Click on Import Jobs under the Advanced section
- Click on the Download template file button
- Fill in the fields as defined below: * Fields are mandatory
Name Name of the Job. Eg. Site1, Accounts etc Number Code for the Job Eg. J01, ABC123, 000023 Level The level the job is. Eg. Level 1: Site1, Accounts. Level 2: Welding, Reconciling invoices etc Description Description of the job Eg. location etc Status Add as Active - Once you have entered all the details in the file, save it onto your PC.
- Click Next
- Click Next
- Click Drop a file here or browse to upload and find your employee file to open
- Click Next
- Click Next
- If successful, the spreadsheet will show that the same number of jobs have either been imported or updated.
If there are any errors, click on the Download Results link under the Audit file heading. It will detail why (if any) employee entries failed import. - Click Close
You have now updated your BundyPlus Live account with all your Job Codes.