The below article is relating to the bulk upload - Competencies which can be found by navigating to:
Administration -> Company -> Bulk Upload
The Competencies bulk upload is under the Other Data section here:
Once you've selected the Competencies Bulk Upload you'll be directed to this page:
This page includes:
In the CSV the first column is called employee ID, this setting relates to what you enter in that column, For example if you have used the employee's names in the CSV the employee name option will need to be selected.
Include archived employees in search?
When using the name or Works ID method, sometimes you may have multiple instances of the same employee with one active and one archived - if you set this to NO we will not search archived employees when matching and will only search your active employees. If you had 2 active employees of the same name, for example, this setting would make no difference.
Suppress notifications for duplicate entries
If you tick this box, you will not be shown individual error messages for duplicate records being found - this can be really useful if you are refining and correcting errors in an existing CSV upload.
CSV file to upload
This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.
Download help file and instructions
This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.
Download CSV Model
The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.
Editing your CSV:
When you download your sample CSV file it will look like this:
Employee ID - This field relates to your chosen Employee field on the bulk upload page, if you have chosen employee name this will be the employee's first and last name exactly as they are on NaturalHR, if this is either the system or Works ID, this will be either of those IDs exactly as they are in NaturalHR too. This field is Mandatory and Case Sensitive.
Competency - The name of the competency to which you are making the adjustment. If you are adjusting existing data this should be exactly as the competency is named on the system. This field is Mandatory.
Competency Description - The description for this competency. This field can contain letters or numbers and is Optional.
Employee Score - The employee's rating for this competency. This field must be a numerical value within the parameters of the competency module, e.g. 4. This field is Mandatory (if assigning a competency to an employee or adjusting an existing score)
Required Score For Job Role - The required score for the employee's job role. This field must be a numerical value within the parameters of the competency module, e.g. 4. This field is Mandatory (If adjusting a required rating for a job role or adjusting an existing employee’s required competency score)
Date Assigned - The date on which this score is being applied to the employee. The date should be entered in dd/mm/yyyy format e.g. 13/04/1998 = 14th April 1998. This field is Mandatory.
Comments - General Comments relating to this meeting. Can contain letters and/or numbers, This field is Optional.