Bulk Importing Designations

Overview
Quickly add dozens of designations at once by uploading a CSV/XLSX file—perfect when rolling out a new org structure.

Where to Find It
HR › Designation › (look for Import button)

Steps to Import

  1. Click Import (next to Add Designation).

  2. Download the Sample Import File to see required columns (name, parent_designation).

  3. Populate your sheet, using -- for no parent or the exact parent name.

  4. Back in Laywork, upload your file and toggle File Contains Headings Row if needed.

  5. Map each column to the matching field in Laywork.

  6. Click Import to finish.

Tips