CiviHR requires the Job Contract ID for each staff member, in order to import the associated Job Role. To get this information: 

  • Go to Search -> Advanced Search

  • Search for Contact Type = 'Individual' to list all staff. You can refine the search further by using parameters like Job Contract Dates. 

  • Select all search results. 

  • Select the 'Export Contacts' option from the Actions dropdown.

Exporting contacts

Pick the 'Select fields for export' option and click Continue.

Select fields for export

Export the following fields: First Name, Last Name, Work Email, External Identifier, Contract ID.

Exporting primary fields

Open the exported CSV file and copy the Contract ID for each staff member into your Job Roles import CSV file. 

Next, go to Staff -> Import / Export -> Import Job Roles. The import process is similar to importing staff contact information.

Step 1 of 4

Select your import CSV file containing Job Contract data. Confirm whether the first row of the file contains column headers. Select the date format used in your CSV file and click Continue.

Step 2 of 4

Match fields from your import CSV file to appropriate CiviHR fields. You can save this mapping for future imports by selecting 'Save this field mapping' before clicking Continue.

Step 3 of 4

Review the number of rows to be imported to make sure they match your import CSV file. You can download the errors file and edit the corresponding staff data in the import CSV file. When there are no more errors, click Continue to start the import.

Step 4 of 4

See the summary of the number of Job Contracts imported successfully. You can search for the staff whose Job Contracts were imported, and review their profiles to make sure all data reads as expected.