Before you start
The job role upload is a plain list: one row creates one job role. There's no linking or multi-row logic here, so if you've used the skill upload before, this one is simpler.
ℹ️ Note
The upload only creates new job roles. It can't update an existing one, and it won't skip a duplicate quietly, it will reject the whole file instead.
Step 1: Prepare your file
- Open the job role upload template: https://filtered-content.s3.eu-west-1.amazonaws.com/000.+Success+Centre+Assets/Assets/job_role_upload_template.xlsx
- Fill in the name column with the job role's title, e.g. "Data Engineer"
- Fill in the definition column with a short description of the role
- Repeat for every job role you want to add, one per row
name | definition |
Data Engineer | Designs, builds and maintains data pipelines and models. |
Frontend Developer | Builds and maintains user-facing applications. |
Compliance Officer | Ensures the organisation meets regulatory and policy requirements. |
⚠️ Warning
Both columns are required on every row. A blank name or definition will cause that row to be rejected.
Step 2: Check for duplicates
- Make sure no job role name is repeated within your file
- Make sure none of the names already exist in your organisation
💡 Tip
Names are compared with leading and trailing spaces removed, but they're otherwise case-sensitive. "Data Engineer" and "data engineer" count as two different roles, so don't rely on capitalisation alone to tell them apart.
Step 3: Upload your file
- Navigate to the job role upload screen
- Upload your completed file
- If any name in the file already exists in your organisation, or appears more than once in the file, the whole upload will be rejected. Fix the flagged rows and try again
Common errors
Error message | What it means |
Row N: name is missing | The name cell is empty, or contains only spaces. |
Row N: definition is missing | The definition cell is empty, or contains only spaces. |
Row N: job role name ... already exists | A job role with this name already exists in your organisation. Remove the row. |
Row N: job role name ... is duplicated in the CSV | The same name appears on more than one row. Keep one and delete the rest. |
What's next
Once your job roles are uploaded, you can reference them by their exact name in the JobRole rows of the skill bulk upload, to link skills to the roles that need them.