Introduction
Required role: Super admin.
You can upload multiple competencies to Perform & Engage 365 using a CSV or XLSX file. The bulk upload process enables you to preview and validate the data before selecting which competencies to upload.
Before you start, make sure the competency groups referenced in your upload file already exist. If you use competency levels in the expected level field, those competency levels must also exist.
For information about creating competency groups and competency levels, see Competency management in Perform & Engage 365.
Download and prepare the example file
1. Select the cog icon > Bulk Data Upload.
2. In Upload type, select Competencies.
3. Select Download example file. A CSV example file is downloaded.
4. Populate the file with the competencies you want to upload. Remove or replace the supplied sample rows before uploading the file.
The bulk upload supports CSV and XLSX files with a maximum of 5,000 rows and a maximum file size of 10 MB.
Populate the competency upload file
The example file contains columns for the competency configuration and the people to whom the competency applies. Populate one competency per row.
| Column | Column name | Description |
|---|---|---|
| 1 | group | The name of the competency group that the competency belongs to. The group must already exist in Competency Management. If the group doesn't exist, the row can pass Preview but will fail when you try to upload it. |
| 2 | title | The name of the competency. |
| 3 | desc | A short description of the competency. |
| 4 | long desc | Additional information about the competency. The content can include basic text formatting. |
| 5 | identifier | An identifier for the competency. |
| 6 | range low | The lowest numeric value in the competency rating scale. |
| 7 | range high | The highest numeric value in the competency rating scale. |
| 8 | increments | The amount by which values increase within the competency rating scale, for example 1 or 0.5. |
| 9 | valid from | The date from which the competency is valid. Leave blank if no start date is required. |
| 10 | valid to | The date until which the competency is valid. Leave blank if no end date is required. |
| 11 | order | The order in which the competency is displayed. |
| 12 | required | Specifies whether a competency rating is required. Enter TRUE if a rating is mandatory, or FALSE if it isn't. |
| 13 | labels | The labels used for the competency rating scale. Enter the labels as a list in the format shown in the example file, for example ["Rarely", "Occasionally", "Frequently", "Always"]. |
| 14 | allow moderation | Specifies whether moderation is enabled. The current example file uses FALSE. Use the value provided in the example file unless Zensai advises otherwise. |
| 15 | default weight | The default weighting applied to the competency. Use the value provided in the example file unless Zensai advises otherwise. |
| 16 | weight unit | The unit used for competency weighting. Use the value provided in the example file unless Zensai advises otherwise. |
| 17 | dynamic weight | Specifies whether dynamic weighting is used. Use the value provided in the example file unless Zensai advises otherwise. |
| 18 | min weight | The minimum weight used when dynamic weighting is configured. Use the value provided in the example file unless Zensai advises otherwise. |
| 19 | max weight | The maximum weight used when dynamic weighting is configured. Use the value provided in the example file unless Zensai advises otherwise. |
| 20 | is global | Specifies whether the competency applies globally. Enter TRUE or FALSE. |
| 21 | departments | The department associated with the competency configuration, where applicable. Enter the department value required for the competency's scope. |
| 22 | person property | The Person Property used to scope the competency, where applicable. |
| 23 | person property value | The Person Property value used to scope the competency. The value must correspond to the Person Property specified in person property. |
| 24 | expected level | The expected competency level for the scoped group of people. If populated, the value must exactly match an existing competency level name in Competency Management. |
IMPORTANT
Values in group must match an existing competency group.
If expected level is populated, its value must match an existing competency level name.
Ensure that any person property and person property value referenced in person property and person property value are configured correctly in Perform & Engage 365.
Preview validates the uploaded file, but it might not identify every configuration dependency. For example, a row can pass Preview and still fail when uploaded if its competency group or Person Property configuration can't be resolved.
Review both the Preview results and the final Applied and Failed statuses after selecting Upload selected.
Preview and upload competencies
Preview the competency data
1. On the Bulk upload page, select Choose a file and select your populated CSV or XLSX file.
2. Select Preview.
Perform & Engage 365 validates the file and displays the rows in the preview. Use the status tabs to review:
- All
- Valid
- Errors
- Applied
- Failed.
Resolve any errors before uploading the affected rows.
Upload validated competencies
1. Select the valid rows you want to upload. To select all currently displayed rows, choose Select all visible.
2. Select Upload selected.
3. Review the Applied and Failed results after processing.
4. Go to the cog icon > Competency Management and verify that the uploaded competencies are present.
Troubleshoot competency uploads
If a competency upload can't be completed, check the following:
- Competency group. The value in group must match an existing competency group. A missing group might not be identified during Preview, but the row will fail when you select Upload selected.
- Expected competency level. If expected level is populated, the value must exactly match an existing competency level name. A missing level is identified during Preview.
- Person Property configuration. Ensure that the Person Property and Person Property value referenced in the file are configured correctly in Perform & Engage 365. Some configuration problems might not be identified until you select Upload selected.
Review the Errors and Failed statuses for more information about rows that couldn't be uploaded.