Bulk updating designation and work role allows HR teams to modify these fields for multiple employees at once, saving time and ensuring data consistency across the system. 


This feature is especially useful during organizational restructuring, role changes, or mass updates to employee profiles without the need to edit each profile individually.


The steps to bulk update designation and work role in an existing employee profile


Navigate to Admin>> Import/Export, click Import Employee Details





Pre-requisite: Please read the guidelines before uploading the data.

Step 1 : 

  • Download the Employee Template Excel file from the PMS.

  • Populate the Excel file with valid data. The mandatory fields are marked in bold—please ensure all required information is entered accurately.

  • Enter the updated values for the employees such as:Designation and Work Role

  • Verify the data before uploading to avoid validation errors during import.


To view the list of designations or work roles configured in the PMS, navigate to: Admin → People → Designation
Search and locate the required designation or work role.


Step 2: 

  • Click Choose File next to Upload employee Data to browse and select the updated Excel file from your system, then click Open and click Import & Validate..The system will validate the uploaded employee data and the results will display:

    • The total number of successfully validated records, and

    • The total number of error records.

  • If there are any error in post the validation,you can download the error file, correct the issues in the Excel sheet, and re-upload the file for validation again.


Step 3: As a final step, choose one of the following options to complete the import process.

  • Update and Create – Updates existing employee records and creates new employee entries.

  • Update Only – Updates the existing employee details without creating new records.

  • Create Only – Creates new employee records for employees without updating existing ones.

Once the appropriate option is selected and verified click Start to begin uploading the data. 


The upload progress and completion percentage will be displayed on the screen.The system will process the data accordingly and update the employee in the PMS.


Note: If the selected designation or work role is not available in the PMS, a pop-up message will appear stating that the data is not available in the master list and will prompt you to create a new designation/work role.



If the required designation or work role already exists in the system, update the same in the Excel sheet and repeat Step 2 and Step 3 using the revised sheet.


If the designation or work role does not exist, click Create New. The system will create the new designation/work role and assign it to employees as per the uploaded sheet.


PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.