> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/faqs/cloud-portal/employee/import/self-service-role-import.md).

# Self-service role import

### 1. How to change self-service role in bulk?

To change self-service role in bulk, refer the path below:

**Path**: Cloud Portal> Employee>Import> Self-service Role Import >Download Template>prepare sheet to be uploaded accordingly>Select Settings>fill in required details>map the components according to excel sheet>Save Settings>Import Template>Upload File

**Step 1**: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Import’ submenu.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FR9TacnorFU1CpxkiIHYx%252F0.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=4503a59e&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 2**: Select Import Template as ‘SelfService Role Import’ and download the ‘Sample SelfService Role Import’ file to prepare the Excel sheet to be uploaded accordingly.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FkV7qTvXMgohdXtZO3XfE%252F1.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=a2711097&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 3**: ‘Select Setting’ or Add New setting as required. Also fill in other details in the respective fields according to the file prepared to be uploaded.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIoPTIGaYCC7IUVo1pFMg%252F2.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=fd24f9e2&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 4**: Map the ‘Component’ to the ‘Excel Column’ using the respective dropdown.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FaFmt8YnNjHyXLFfjgjdt%252F3.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=999ce31b&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 5**: One you selected all the required details click on the ‘Save Settings’ button. Upload file in the ‘Import Template’ field and click on the ‘Upload File’ button.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUgQtVN8BVAG1apRHoc2O%252F4.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=922b0db3&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Note**: Before you upload a file for import in the Pocket HRMS, you need [to format the columns with a date to ‘Text to Column’ in Excel](https://docs.pockethrms.com/faqs/cloud-portal#id-11.-what-to-do-if-the-system-shows-error-while-uploading-excel-file-for-import) sheet.

**Link**: <https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1>

For any queries, contact <support@pockethrms.com>


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