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People Development

Workforce, units & import

ForAdministration

Employees with unit, role and manager, the organisational units and the bulk import via CSV.

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Why#

Without structure no assignment: who belongs where, who leads whom. From this follow automatic learning paths, the manager's view and the target values of the competencies.

How it works#

Click pathPeople developmentWorkforce

  1. 1Open “People development” → “Workforce”; three tabs: employees, units, roles.
  2. 2“Create employee” or search; per person unit, role, position, date of joining and manager (Fig. 1).
    Fig. 1 The employees with unit, role, position, date of joining and manager.
    The employees with unit, role, position, date of joining and manager.

    Fig. 1 The employees with unit, role, position, date of joining and manager.

  3. 3Under “Units” create divisions, departments, teams and locations with a parent unit and a head.
  4. 4Under “Roles” create the roles to which the competency target values are attached.
  5. 5“Bulk import (CSV)”: choose or paste a file, check the preview and adopt it.

Settings and switches#

  • Switchable per tenantDefault: onModule: Personal & Weiterbildung

The bulk import#

  • Columns: first name, last name, email, personnel number, unit, role, position, date of joining, manager (email), employment.
  • Separator: semicolon, comma or tab; at most 2 MB.
  • Existing employees (same email address or personnel number) are updated, missing units and roles are created.
  • The preview shows rows with errors — they are not imported — and ignored columns.

Tips#

  • A sign-in is linked as soon as someone with the same email address signs in at this company.
  • The head of a unit sees all their employees under “My team”.

Try it yourself#

Scan the QR code or press the button

Opens the demo role with fictitious sample data — no sign-up.

Try it yourself

https://kurs.balzac-publishers.com/api/g-uds/enter?persona=personal&next=%2Fakademie%2Fverwaltung%2Fbelegschaft

Related features#

Background knowledge