Adding new classifications

Worker classifications indicate the relationship between the company and the worker. Classifications identify how to correctly compensate talent according to their duties and responsibilities and play an important role in accurate reporting, budgeting, compliance, and sourcing.

As a Beeline Professional administrator, you can define these types of worker classifications:

  • employee

  • non employee

You add or modify a classification by updating the Settings  Classifications area in Professional. If you want to add multiple classifications at once, create an import template to use with the Import Data tool. You can populate the template file with the information you want to add, and then use it to upload the information into your site.

You can also edit the status of a classification if a classification is active or no longer a valid option to assign to workers. To edit the status, select Actions  Edit, and then select Active or Inactive.

classifications actions menu
Figure 1. Accessing the Actions menu

To ensure classifications display as an option in your smart forms, select Enabled from the Assignable field when adding or editing a classification.

edit classification
Figure 2. Editing a classification

Before you begin

  • You must have administrator access to Professional.

Steps

Manually adding a classification

To add a classification, complete these steps from any supported browser.

  1. Log in to Professional.

  2. From the left navigation, go to Settings  Classifications.

  3. Select Add Classification from the upper right. The Add Classification dialog displays.

  4. Enter these details:

    • Name

    • Reference ID

    • Description

    • Type

  5. Select Add. The added classification displays in the Classifications table.

Importing classifications

To import classifications using the Import Data tool, complete these steps from any supported browser.

  1. Log in to Professional.

  2. Create a classifications template that you can use with the Import Data tool.

    1. From the left navigation, go to Settings  Classifications.

    2. From the upper right of the Classifications table, select Import Data.

    3. To download a template, select Import Templates  Select a template, select the classifications default template, and select Download.

    4. Open the template file in Microsoft Excel ©. These columns are required for the template:

      • Classification Reference Id

      • Classification Name

      • Classification Type

      • Classification Assignable

      • Classification Status

      • Optional. You can add a Classification Description column to your template to include the description.

    5. To populate the template, add each classification as a separate entry, for example, one row for each classification that you want to add. Use the data from the implementation tenant.

    6. Save the populated classifications template with a different file name.

  3. Go to the Import Data form and in the Note field, enter a description of your import to help you find it faster in the import monitoring logs.

  4. Select Continue and upload the classification template.

  5. Follow the instructions in the Bulk add CLASSIFICATIONS page to confirm the column headers row and mapping of the fields.

  6. Optional: To review any potential errors, turn on the Only show rows with problems toggle in the review section. If errors exist, you can hover over each error to view advice on resolving it. After you resolve the errors, select Continue.

After you submit the template, a message confirms you’ve submitted it successfully. The message doesn’t mean the data was successfully loaded in Professional. Select Settings  Monitoring  Import Logs to determine whether your import was processed successfully.

For more information, see Checking the status of an import process. If the import process fails, make corrections to the template and try again.