This article is for administrators and managers who need to import jobs into WorkEasy. You will learn how to prepare job data, use the import tool, and validate records so jobs are available for assignment and reporting.
Prerequisites
Completion of the Job Costing initial setup.
Instructions
Go to Global Settings > Data Import & Export. Select Import Job Costings.
Select an Import Action: Create New or Modify Existing
Select Jobs from the Import Type drop-down list. The other options are Project and Client.
Click Download Sample File to download the Excel template.
Open the sample file from your browser or Downloads folder in Excel or LibreOffice Calc.
Enter the job data into the fields. Required fields must be completed before you can continue:
Field | Description |
|---|---|
Code | Job code assigned to the job. |
Name | Name of the job. |
Type | Internal: Jobs used for standard business. |
Rate | Pay rate assigned to the job costing configuration. |
Employee ID | Employee ID assigned to the job. |
Group Name | Group assigned to the job. |
Status | Indicates whether the job is Active or Inactive. |
Save the file as a CSV format:
In Excel, select File > Save As and choose CSV (Comma delimited).
In LibreOffice Calc, select File > Save As and choose Text CSV.
Click Browse, select your CSV file, and open it.
Click Import File.
The system will detect fields from the uploaded file. Verify that the heading names match the respective fields, then click Validation & Preview.
Review the jobs list:
If a warning icon appears next to a job, click the job to view fields with errors (for example, missing name, code, or unmatched employee IDs).
If no warnings appear, the job is ready to be imported.
Once imported, the jobs and related job costing configurations will appear in the Job Costing section of Global Settings.