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Checks Import

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Use the Checks Import window to import skills from a file to community members in SynMain.

 

Opening the Checks Import window

  • Select Module > Human Resource > Check Import from the main menu.
    The Check Import window is displayed.

Skill import2.png

Tip: You can also access the Human Resource functions by clicking the HR toolbar icon.HR.jpg

Checks Import window key fields and buttons

Field

Description

Select

Use to select one or more records for deletion or import.

You can delete either:

  • selected records

  • records not selected.

 

Clicking on “Accept and Create Checks” will import records with this field ticked.

Status message

Provide details on data that is invalid for the record

ID

ID of the Community member.

Code

Code for the skill. For example, Plumber.

Level

Level achieved. For example, A Grade.

Attained Date

Date that the skill was acquired

Expiry Date

Enter the expiry date if the skill will expire on a given date.

Note: Some skills have a limited lifetime. For example, plumbers have ongoing certification requirements for their skills to stay current.

Comment

Any comment about the skill.

Buttons

Button

Description

image-20250115-211804.png

Display the load merge file window. See Loading merge files when importing assets.

Loading merge files when importing checks

image-20250115-211846.png

Delete the currently selected record.

image-20250115-211915.png

Delete record with the Select field selected.

image-20250115-211945.png

Delete records with the Select field deselected.

Accept the selected records on the window and create checks with the data on the records.

image-20250115-212040.png

Cancel the check import process.

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