Applicable Product:

PeopleFluent Learning

Applicable Release:

All Versions

Summary:

You can create, update and delete competencies via the Competency Data Loader. You must first populate in a comma—or semicolon—separated values (CSV) file a row for each competency. 

Administrators with unrestricted access to the Competency Data Loader feature in System Roles (Manage Features > Competency Manager Features) can import competencies.

To import competencies

1. Go to Manage Center > Talent > Competency Data Loader. The Competency Data Loader page opens and lists your previous imports, if any.
2. To see previous imports from any user, select Anyone from the Uploaded By drop-down list.
3. If required, download the CSV file template and enter the certification award information in the relevant fields. (Click the CSV Formatting Help link for guidance on each field.)
4. Click + Import CSV file.
5. Click Choose File to select the CSV file to upload.
6. If your CSV file was saved with a specific file encoding the LMS can automatically detect it, otherwise you can select it from the list.
7. Select the delimiter used to separate fields in your CSV file. This can be a comma or a semicolon.
8. To create new competency models and sub-models when importing competencies, select the Create new catalogs found in CSV file check box.
9. Click Preview. The contents of the CSV file are shown in the Data Loader page so that you can review the data before importing the file.
10. Click Upload to import the CSV file. The Summary Report shows how many records in the file were imported successfully and how many failed.
11. If any records failed to import, you can go back to the Competency Data Loader page and click the CSV Error Report link for the failed import. The error report downloads to your desktop as a copy of the imported file that includes the error message.