Creating 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

To expedite setting up a new Professional site, you can choose from preconfigured worker classifications.

You can also configure new Classifications and customize them to better suit the needs of a particular program. Delete the preconfigured options and use the implementation tenant as a configuration baseline to configure new Classifications.

You can 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 select Active or Deactivated.

To ensure classifications display as an option in your Smart Forms, select Enabled from the Assignable column on the Classifications page.

Before you begin

  • You must have administrator access to the implementation site and the site you’re setting up.

Steps

Manually setting up Classifications

You can configure the new Classifications manually by adding a new Classification and copying its details from the implementation tenant. Complete these steps from any supported browser.

  1. Log in to the Professional tenant site you’re setting up.

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

  3. In a separate window, log in to the Professional implementation tenant and go to Settings  Classifications.

  4. To access the details of a classification that you want to copy, select Actions to the right of the classification item and select Edit.

  5. In the site you’re setting up, edit and make updates to the preconfigured classifications.

  6. Delete any of the preconfigured classifications that don’t apply.

  7. Optional. To add a new classification, select Add Classification and copy these details for the classification that you want to configure:

    • Name

    • Reference ID

    • Description

    • Type

Importing Classifications

To import classifications with the Import Data tool, completed these steps from any supported browser.

  1. Log in to the Professional tenant site you’re setting up.

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

  3. In the upper right of the Classifications table, select Import Data.

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

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

    2. 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.

    3. 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.

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

  5. 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.

  6. Select Continue and upload the classification template.

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

  8. 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.