Position Description Mass Update

How do you mass update Position Description in Position Control?

• Enterprise ERP

• EERP

• Human Capital Management

• Human Resources

• Position Control

• Position Control Import

Position Description can only be updated via the Position Control Import.

1. Navigate to Position Control

   1. EERP > Human Capital Management > Human Resources > Position Control and Budgeting > Position Control

2. Search to establish an active set of all of the records to be updated 

3. Click Excel in the banner to export the active set to Microsoft Excel

4. The fields to include in the export - Position, Position Description, and Effective Date

   1. All other boxes can remain unchecked in the Export Filter

5. In the Excel spreadsheet, update the Position Description column

6. Save as a .csv file

7. Return to Position Control and click on Import in the top banner to access the Position Control Import

8. Click Custom Templates in the top banner

9. Select and Import Type of POSITION 

10. Click New Template and define Template Layout, Name, File Delimiter, and Input File 

    1. The newly created Excel file will be used as a sample import file

    2. The delimiter should be set to None 

11. Click Upload

    1. The columns on your Custom Template should match the fields exported to Excel

12. Return to Position Control Import

13. Click Define to define Import Parameters with the new Template and Excel file

14. Check Skip Fist Line if the first line in import file is a header line

15. Click Accept

16. Now the Position Description field is updated on all records in the active set

• In Position Control Import, click Export Sample in the top banner to see all fields available for Import.

• If the user is missing the Import option in Position Control, see User is missing the Import button in Position Control

• For related issues, see below.

  • Position Control import for Benefit FTE folder 

  • Can User Defined Fields be Imported into Position Control

  • Importing Position Control records without Position Number

• Please reach out to EERP Human Resources Support with any additional questions.