This article provides Company Admins with instructions on how to bulk import and update Competencies from CSV.
You can download an empty CSV template file, add competencies manually, export a CSV of your existing competencies, and modify and re-upload them.
This article covers the following topics:
Steps to download an empty CSV Template
1. Go to Administration > Performance > Competencies
2. Click on the Import from CSV button.
3. Click the Download the CSV Import Template link
Step to download the existing Competencies in the library
1. Go to Administration > Performance > Competencies
2. Click on the Export to CSV button
3. After clicking the button, the system will email the CSV download link to the user.
📝 | Open your email inbox and click on the link in the email content. Then, you will download all competencies in CSV format. |
How to update the existing Competency IDs
To update a Competency, you must know its Competency ID and ensure it's in the competencyIDs column; otherwise, it will create new competencies instead. You can obtain the competency IDs by:
1. Download the existing competencies in CSV from the steps above.
2. Or go to the Competencies Library's individual competencies and get the ID from the URL bar.
Link to Positions, Departments, and Locations
This feature also allows new import Competencies to be linked to multiple Positions, Departments, and Locations. You can follow these steps:
Get the Position, Department, and Location IDs. You can get those by going to each Position, Department, and Location screen and getting the ID. This would be located under: Administration > General. For example, you can find the Position ID for the Accountant position here.
Add all IDs that you want in the import CSV file. Ensure you put a comma as a separator between each separate value.
Step to Bulk Import or Update Competencies
1. Go to Administration > Performance and click Competencies.
2. Click the Import from CSV button.
3. Once you have all the information in your CSV file, click on the Upload File area and select the CSV file or drag the CSV file into this area.
4. Once the CSV file is uploaded, the system will automatically validate the content and display the results.
If your CSV file contains some invalid rows, click the Download CSV button to download the results file and see the invalid records with an explanation.
Then, you can return to your CSV file, correct the file content, and re-upload the file again.
When all rows are valid, you will see no invalid row result.
5. Once you click the IMPORT VALID ROWS button, the system will import all items into the Performance Competency Library.
Important Information
Use a comma as the delimiter between columns in CSV. Please use commas as a delimiter and not use other characters as delimiters, as it will lead to incorrect imported data.
Avoid long lines of content with line breaks. For some fields like description or measure, you can put significant content in these fields. However, if you add a new line (line break) to this content, only the first paragraph will be imported into the system.
Fields Explained
Field | Code | Description |
competencyID | Optional | The ID of the competency - leave this field empty if you want to enter a new competency |
title | The name of the competency | |
scope | 0 | Available to all users |
scope | 1 | Available to all managers (only visible for managers to add to an appraisal) |
scope | 2 | None (not visible to add to an appraisal for managers and employees but available for admins to add to a template) |
scope | 3 | Disabled (not available to any user but does not remove it from an employee's in-progress appraisal or template) |
label | Optional | What type of Competency it is |
description | Optional | An explanation of what the competency involves |
behaviourSelf | Optional | An explanation of what the self behaviour involves |
behaviourTeam | Optional | An explanation of what the team behaviour involves |
behaviourFunction | Optional | An explanation of what functional behaviour involves |
behaviourOrganisation | Optional | An explanation of what the organisational behaviour involves |
positions | Optional | The unique identifier codes used for the positions. Upload multiple positions by using a comma after each ID. |
departments | Optional | The unique identifier codes used for the departments. Upload multiple departments by using a comma after each ID. |
locations | Optional | The unique identifier codes used for the locations. Upload multiple locations by using a comma after each ID. |