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.
Step-by-Step Guide
1. Access the Competency Library:
Navigate to the Admin Center.
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, ensuring that your team has the skills needed to succeed.