The Hybrid Jobs feature allows the user to upload a list of hybrid jobs.
To import hybrid jobs, first create a list of hybrid jobs using a program like Microsoft Excel and save it as a .CSV (comma delimited) file. ERI provides users with a .CSV file template to simplify the upload process. If you attempt to upload another file format, then this message is displayed: File must be in the format ".csv".
To Create a .CSV File
1.In the Browse Jobs dialog, click the Hybrid Jobs button.
2.In the Hybrid Job Details dialog, click the 
button to download and save a .CSV file template.
3.Open the .CSV file template using a spreadsheet program like Microsoft Excel.
4.Fill out the template. Required columns are designated with an asterisk (*).
5.Once the table is complete, give the file a unique name and save the file in a .CSV (comma delimited) format.
6.Close the .CSV file.
Note: The weight must be expressed as a whole number (rather than a decimal) or as a percentage. For example, both 90 and 90% are acceptable, but 0.9 is not. Any data that is not formatted correctly in the .CSV file will not be uploaded.
To Import a .CSV File
1.In the Browse Jobs dialog, click the Hybrid Jobs button.
2.In the Hybrid Job Details dialog, click the 
button.
3.In the Upload Hybrid Jobs from File dialog, select the .CSV file to upload by clicking the Browse button and Open. Then click OK.
4.A message will display the number of rows that you have successfully imported. If the .CSV file contains any errors, then a message will display the number of errors encountered during the import and will list the data needing review. See note below.
5.To export the results to Excel, click 
.
6.In the Choose Export Preferences dialog, select one of more of these options to export:
•Errors
•Warnings
•Successes
7.Click OK in the Choose Export Preferences dialog.
8.Click OK in the Upload Hybrid Jobs from File dialog.
9.Click OK to return to the Hybrid Job Details dialog.
Note: There are five types of errors that may occur when a user attempts to upload hybrids in a .CSV file:
•"Error - Incorrect Upload File Headers" – If the headers for the upload file are not correct or are missing, then none of the hybrid jobs will be created.
•"Error - Job Title Not Found" – If any of the hybrids include a job that could not be matched in the Assessor database, then the hybrid will not be created.
•"Error - Cannot Mix Experience and Revenue Jobs" – If any of the hybrids include a combination of some experience and some revenue jobs, then the hybrid will not be created.
•"Error - Hybrid Name Already Exists" – If any of the hybrids have the same name as an existing hybrid for this user, then the hybrid will not be created.
•"Error - Hybrid missing weights" – If any weights are missing for any job in a hybrid (i.e., no weight for a given row or no weight column at all), then the hybrid will not be created.
To Create or Edit a Hybrid Job
See Hybrid Jobs