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Bulk employee skills assignment

A quick guide how to assign skills to employees

Updated over 2 weeks ago

This import saves time and ensures accurate, consistent skill mapping across all employee profiles.


Prepare your file for upload

Before import, you must create a spreadsheet and fill it with the information required for uploading.

  1. Download the template to your computer and use it as a reference. (This sample is for reference only.)

    The import functionality supports two file types: .csv and .xlsx.

  2. Fill in the template with the corresponding data:

  • Employee ID - Employee ID (The ID of the employee can be his employee number at the company or a sequence number in this document).

  • Skill - employee skills

  • Level - employee levels


Importing data into the system

  1. Go to Settings > Import.

  2. Select Assign skills from the list.

  3. Upload the previously created file to the system, and click the "Next" button.

  4. Once the spreadsheet is uploaded, you can verify if all fields were imported properly. If some fields were not mapped automatically, then you can map the required fields manually. Click Next when all is done.​

  5. Click Import to finish the process.

The system supports automatic validation of imported data. If the imported data has an incorrect format, it will be colored red. In this case, you have to edit the file and replace the invalid data with the correct one, and re-upload the file.


Track file upload history

  1. Open the Import history to view every import you’ve run.

  2. See counts of records imported, updated, and any errors encountered.

  3. Click a log entry to view detailed error messages and quickly resolve issues.

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