Job-category & Sub-category creation and Mapping Help file

Follow the below mentioned steps to set up the  Job Category and its corresponding Sub-Categories in the application. 

Step-1 : Master Level Creation of the Job Category & Sub Category

• Navigate  to Settings → General Master → Master → Sourcing & Requirement --> Job Category & Sub-Category

• Select the Job Category -->>Create the master title of the job category name and save.

• Master title is the text filed Ex: Mentioned IT, Mechanical , Support etc. and save the details.

• The newly created Job Category will now appear in the Job Category list drop-down.

• In the similar way can create the Sub category also . Navigate to Sub category option.
• Navigate to Sub- category option-->> Create the Master title of the sub category and map the dependent on is mandatory. In the dependents drop-down will reflect the created Job category details and save.

For Bulk import process :

• For Bulk process to create the Job category & Sub category use the bulk import option which mentioned in the screenshot. 
• Click on the import option and download the sample excel import sheet and prepare the format in the attached format.
• Reupload the prepared format  under import and save the details in the application. Separate file need to prepare for Job category & Sub category. Job category first need to upload and followed further sub category need to upload. Refer the attached sample format.

Step-2 Mapping the Job category to employee.

• Navigate to the  selected Employee Profile section-->> select the Skill Mapping option under the employee profile.
• Under the Skill Mapping section, Select the Job Category from the  category dropdown list job category will load & in Sub category dependent sub category data list will load. Select and save the details.

Bulk Mapping (Import Method)

• Navigate to the Import  section of the application under consultant module ,Select the Employee details importe option
• Choose the update consultant import option & download the same excel import and prepare the input details in the same sheet.
• Prepare the sample in the attached format as an example. and upload the file under upload excel file option and save the details.
• Ensure that the category and sub-category names exactly match those in the  master.

Notes

• Job Category and Sub-Category must be created before mapping to employees under Master level.

• Always verify that spelling and capitalization in import sheets match master data.

• If any records fail during bulk upload, review the error message for correction.

• Sub-categories must always be linked/ Dependent to a parent Job Category.