An initial population of skills and certifications
is possible using a formatted CSV file (Ref: import-skills and-certs-sample.csv).1 The import
process is an unattended process. Results of the import are found
in the application logs under system settings
The location
of each of the required folders depends on the application version:
- Prior to application version 7.4 look here: <installation
directory>/configuration/integration.properties
- As of application version 7.4 the properties are located on
the Tenant Properties page in the System area of this
application. 2
- Review About Person Skills & Certifications topic
for notable differences between legacy specialties, skills, and
certifications.
- Obtain the sample data file import-skills and-certs-sample.csv from
the distribution in the \integration\samples\ folder for
application versions prior to 7.4.
- User must have the authority permission Import Manager: Full
Access granted in order to process imports in the \integration\import\ folder.
- To start the Import Manager, set the field Run Import Manager
as, to <self>. Located in Setup System > Import
Manager > Initial Import.
Real Time Update: |
Importing data can overwrite existing data in the application. Before you import review and set Import Manager settings as desired in System > Import Manager> Import Skills and Certifications. Before running an import, be sure to back up this application’s database.
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>>> Important <<< |
- CSV is the required format. If the file format
is changed to facilitate populating the data, the end result must
be in the formatted CSV file provided - otherwise the import manager will
fail.
- Use the skills and certs csv to populate skills and certifications.
- Use the person-in to populate legacy specialties.
- Do not rename columns. Column titles are case sensitive.
- Do not change the format. Columns must be formatted correctly.
- Do not add alternate data formats. Alternate data formats are
not supported.
- When labeling items in the application be sure that labels make
sense in a staffing environment and fit staffing configuration requirements.
- A person identifier of External ID, Payroll ID, or Employee
ID is requiredto assign skills and certifications to people
via the import manager.
- A person identifier is not required to create skills
and certifications using the import manager check box Create
Setup Records in the Import Manager > Skills and Certifications pane.
- Only one skill or one certification can be imported per person
per row. A person with multiple skills and certifications requires
multiple rows, one row for each item. For example, suppose Joe has
skill X, and Y, and certification Z. To import, insert three rows
for Joe, one row for skill X, another row for skill Y, and a row
for certification Z.
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- The minimum requirement to assign a specialty
is one of three identifiers and either Skill:Name or Certification:Name.
- The minimum requirement to create a specialty is either Skill:Nameor Certification:Name,
and Create Setup Records must be selected in the Import Manager.
To
import skills and certifications for personnel:
- Populate the Skills and Certification file with
your data.
- Place your file in the integration/import/person.in folder.
- The application looks for a new file on a periodic basis
and will begin to process the file.
- Check the <installation directory>\integration\import\n.processed folder
for successful imports, or check the person.errors folder
for failed imports.
Data from the spreadsheet is imported into the application;
mapped data elements from the file have been created or updated.