Introduction
Required role: Super admin.
The bulk upload features enables admins to create or update multiple records at once by importing data from a supported file. Instead of creating or updating records individually, you can prepare your data in a CSV or XLSX file and upload it to Perform & Engage 365 in a single operation.
The Bulk Upload feature helps admins:
- Add large amounts of data efficiently.
- Update existing records in bulk.
- Reduce repetitive manual data entry.
- Maintain accurate and consistent information across the platform.
- Preview changes before they are applied.
Bulk upload page supports several upload types, enabling you to manage different kinds of organizational data from a single location.
In this article, we introduce you to the bulk data upload features and provide links to articles that show you how to use them.
In this article:
Open bulk upload
1. Select the cog icon at the top of your dashboard then Organization Settings. The settings page opens on the License tab.
2. Select the Bulk Upload tab. The Bulk Upload page opens.
Bulk data upload features
The following bulk data upload features are available. Select a link to learn more about each upload type:
- Users. Create user records or update existing user information in bulk.
- Departments. Create or update department information in bulk.
- Goals and OKRs. Create of update goals and OKRs in bulk.
- Vacation records. Create or update vacation, time-off, and other planned absences in bulk.
- Competencies. Create or update competency records in bulk.
- Training packages. Create or update training packages in bulk.
- Training records. Create or update learner training records in bulk.
- Person properties. Create or update employee person property values in bulk.
- Employee files. Associate employee-related files with user records.
Typical upload process
This section shows the typical process for uploading data in bulk. For specific steps for each upload type, select a link in Bulk data upload features.
The typical process is:
1. Select the required Upload type (the type of data you want to create or update) from the drop-down list.
2. Select Download example file.
3. Populate the downloaded file with the relevant information, following the guidelines for the specific upload type.
4. Return to the Bulk Upload page.
5. Choose a .csv or .xlsx file to upload.
6. Select Preview. After uploading a file, the system displays a preview of the records that will be processed. Review the information carefully before applying any changes.
7. Apply your changes. Select Apply changes to begin processing the uploaded records.
The imported records are then processed by the system. The system creates new records or updates existing records based on the information in the uploaded file.
8. Check the uploaded data
Related settings
The License tab is part of Organization Settings, where admins can configure and manage various organization-wide settings for Perform & Engage 365. For information about other organization settings, see this article.
Users
Use the Users upload type to create new user records or update existing user information in bulk.
This upload type is useful when:
Onboarding multiple employees.
Updating user information for many users at the same time.
Importing employee data during implementation.
Making organization-wide data updates.
After uploading a file, review the preview to ensure the user information is correct before applying the changes.
Departments
Use the Departments upload type to create or update department records.
This upload type can help administrators:
Add new departments.
Update existing department information.
Maintain organizational structures.
Keep department information synchronized with organizational changes.
Review the department data in the preview before applying updates.
Goals or OKRs
Use the Goals or OKRs upload type to create or update goals and objectives in bulk.
This upload type can be used to:
Import organization-wide goals.
Upload departmental objectives.
Create goals for multiple employees.
Update existing goals or OKRs.
Preview the records to verify that goals have been imported correctly before applying changes.
Vacation
Use the Vacation upload type to import vacation or time-off information.
This upload type can help administrators:
Import employee vacation records.
Update existing vacation information.
Manage planned absences in bulk.
Review the preview carefully to ensure leave information is accurate.
Competencies
Use the Competencies upload type to create or update competency records.
This upload type can be used to:
Import competency frameworks.
Update competency information.
Maintain competency libraries used throughout the organization.
Preview competency records before applying changes.
Training Packages
Use the Training Packages upload type to create or update training package information.
This upload type can help administrators:
Import training package records.
Maintain training package information.
Update existing training assignments or package details.
Review the uploaded information before applying changes.
Training Records
Use the Training Records upload type to import or update learner training records.
This upload type can be useful when:
Migrating historical training data.
Importing external training records.
Updating existing training information.
Preview the training records before processing the upload.
Person Properties
Use the Person Properties upload type to create or update employee property values.
Person properties can be used to store additional information about employees and support reporting, filtering, and organizational processes.
Review all property values in the preview before applying changes.
Employee Files
Use the Employee Files upload type to associate employee-related files with user records.
This upload type can be used when importing employee documentation in bulk.
Preview the uploaded records to verify that file information is associated with the correct employees before applying changes.
Best practices
Before applying a bulk upload:
Verify that you selected the correct Upload type.
Ensure the uploaded file contains the correct data.
Review all rows shown in the preview.
Confirm that records should be created or updated as expected.
Correct any issues in the source file before applying changes.
Using the preview step helps reduce errors and ensures that data is imported correctly.
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