Exporting Current Relationships
To export the current relationship configuration to an Excel file:
Use the Export button
This will download an Excel Workbook of the current relationship configuration to a folder based on your browser settings. e.g.
The file format is suitable for having changes made and then Imported as required
Importing Relationships
Please note that when using the Import functionality, Processing an upload workbook will delete and replace ALL existing relationships
Use the Import button
This will open the Import dialogue pop-up
Downloading an upload template
Use the Download Bulk Template button in the Import Pop-Up
This will produce and save the template file in a download folder as specified in your Browser configuration e.g.
This Template can then be edited and populated with the Relationship information you require for Importing
Importing an Upload file
Use the Select Files button to kick-off the dialogue to select your prepared Upload file from your device
Select and Open the Upload file
Once the file/s have appeared in the Files to upload block use the Process Upload button to replace the current Relationships configuration with the one specified in your Upload file
You will need to acknowledge the Warning Pop-Up (Press OK) to continue with the Import
You should get a brief prompt in the Top Right of the browser window acknowledging the success or failure of the Import e.g.
Errors that could prevent the successful Import of an Upload Workbook are usually:
Email Addresses that do not exist in the lists
Either the Leadership or Employee email columns
An invalid Relationship Type specified
On this page:
Upload Template format
Each row of the Upload file is used to define a single relationship
Column Name | Options | Description |
|---|---|---|
Leadership email | A valid email address of valid User | The email address of the Leader of the relationship. (i.e. The person that is either the Line Manager, Team Leader or Endorser) |
Employee Email | A valid email address of valid User | The email address of the Employee that is being Managed, a member of the Team or to be Endorsed |
Relationship Type: |
| The Type of relationship being configured for this row |