Bulk uploading competencies into Teamflect allows you to efficiently manage and update the skills and capabilities important for your organization. This guide will walk you through the process of uploading or updating competencies in bulk using our Excel template.
1. Access the Competency Library
Navigate to the Admin Center: https://admin.teamflect.com/
Select the Career Module and then click on the Competency Library.
2. Initiate Bulk Upload/Update:
Click on “Bulk Upload/Update Competencies” to begin the process.
3. Download the Template:
In the pop-up window, click on “Download Template.” This template will contain any existing competencies in your account, which helps you update without needing to edit each one separately.
4. Fill Out the Template:
Open the downloaded template in Microsoft Excel.
You will see four columns: Name, Description, Competency Level, and Expectation. Please do not modify the column titles or add new ones.
Fill these out according to the competencies you wish to upload or update.
Save the document once you have completed filling out the template.
Note: Please do not forget to double-check if the ''competency levels'' you have in your account match the ones you have typed into the template's ''Competency Level'' column. Here's a quick video:
5. Upload the Filled Template:
Back in the Competency Library, click on “Choose File” and select your saved document.
6. Start the Validation Process:
Click on “Start Validation.” The system will check your template for any errors, such as mismatched competency levels.
If there are errors, the validation report will specify what needs to be corrected. Make the necessary adjustments and re-upload the file.
If there are no errors, the upload/update will proceed successfully
7. Confirmation
Once the upload is successful, your competencies will be updated or uploaded to the system within a few seconds (depending on the document size), and you may close the pop-up by clicking ''Confirm'' and then ''Close.''
You can then view these changes in the Competency Library.
By following these steps, you can efficiently manage competencies within your organization and ensure that your team has the skills needed to succeed.
Use Cases:
1. Initial Set-Up of an Organizational Competency Framework
When a company first adopts Teamflect or introduces a competency‑based performance model, HR teams can define all key skills, behaviors, and expectations by preparing them in one Excel file and then bulk uploading into the Competency Library. This eliminates tedious manual entry and ensures the full framework is captured correctly from the start.
2. Large‑Scale Competency Updates
If competency definitions, descriptions, or levels change due to strategic shifts (for example, new technologies, updated role expectations, or restructured career paths), administrators can update many competencies at once using the Excel template and upload it rather than editing each competency one by one.
3. Onboarding or Scaling Across Departments
In growing organizations where multiple teams or departments need consistent competency definitions (e.g., for performance reviews, learning plans, or career progression), bulk uploading ensures that all areas of the organization have the same competencies defined and available in the system. This supports alignment across teams and minimizes inconsistencies.