Using tables, you can easily visualise all Job roles data that is associated with employees. In this guide, you'll learn how to sort/filter specific records, and edit Job role records both individually and in bulk.
Viewing Job role data
You can click on the Job roles table in the left menu of the Tables dashboard to view Job role history data.
By default, Tables displays all Job role entries for active and off-boarded employees. You can build more focused views by applying sorts and filters, such as filtering for a Active or Offboarded employees, Department, Places of work or even individual People.
The columns tool allows you to select what columns are visible. You can view Employment, Offboarding and Basic information in read-only format, while the Job role data points are the only ones editable. For more information, see Organising data with Tables.
Editing Job role data
You can add, edit and delete Job role entries directly in the Job roles tab
You can edit an existing entry by selecting a Job role cell:
You can edit the Job title, Department, Manager and Note fields for Job roles in this table without having to change the effective date. This makes it highly effective for adding to or updating historical Role entries
Any edits that you have made will be highlighted. These changes will also visible in the View changes view, and you'll be asked to confirm these changes before applying them.
You can delete an entry or entries by selecting the row, and then and pressing delete / using the backspace button. You will be asked to review and confirm any deletions before proceeding.
For more on this, see Editing data with tables.
Mass updating Job role data
You can mass update existing Job role data importing a .csv file into Tables:
Prepare the updated fields in a sheet outside of Humaans
Download the sheet as a .csv file.
Use the Tables import function
Tables will update an existing entry if it can match the Person and Effective date.
This means you can mass update Job titles, Departments, Managers, and Notes on existing role entries (for example if changing an historic Department or Job title).
You can use our Job roles bulk update.csv as a layout for bulk updates! You can also copy and paste the relevant columns straight from Tables into a worksheet.
Tables will confirm all valid columns that will be updated, and how many entries will be affected.
Bulk importing new Job role data
You can also bulk import new Job role entries for employees with a .csv file. You can use this to import upcoming role changes or to import historical role info.
You can use our Job roles bulk import.csv as a layout for bulk uploads!
The following fields are Mandatory Columns when importing:
Person: With work email or First name Last name of a profile in the system
Job title: Can match an existing title or you can enter a new one
Department: Can match an existing Department or you can enter a new one
Manager: Must match an existing Active employee. It can match First name Last name or their Work email
Role effective date: Is when this entry will start from. Effective dates before an existing entry will create an historical entry
When imported the number of new entries created will be displayed:
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