Why Use This Feature?
This feature provides a more convenient and efficient way to add skill details to Community members in bulk over the existing method of locating individual community member and then enter skill details manually.
How to Import Skills from a Spreadsheet file
Step 1: Prepare Your Spreadsheet
Open your spreadsheet application (e.g., Microsoft Excel, Google Sheets).
Organize your data. Ensure the header and data in each of the column comply to the Rules. (See Loading merge files when importing skills)
Save your spreadsheet in a compatible format CSV with comma or Tab as delimiter in your preferred location on the computer.
Step 2: Open SynMain and access the Skill Import functionality
Launch SynMain.
Navigate to Module > Human Resource > Skill Import from the main menu.
Tip: You can also access the Human Resource functions by clicking the Human Resource toolbar icon.
Step 3: Import the Spreadsheet you have prepared.
Click Load From File. Browse to the location where the spreadsheet resides and select your prepared spreadsheet file.
Enable/disable header record option according to your spreadsheet.
Set the delimiter used in the spreadsheet. Enter comma or T for tab-delimiter files.
Step 4: Review and Confirm
Preview the data in the Skill Import Window for errors or mismatches.
Correct invalid data errors for records with the information provided under Status Message column.
If required, add or modify any data by clicking on any data cell and provide the information. Except for Status Message, any other cell is editable.
Confirm the records to import by ensuring they have been selected by ticking the checkbox under Select column. Once you are satisfied, click Accept and Create Skills.
Step 5: Verify the import
Inspect Community Member’s skill record to verify that the skills have been imported and added correctly in Community Maintenance. (See Community Maintenance - Skills tab - Synergetic Application - Confluence)
The import can also be verified via the same tab in Staff’s record in Staff Maintenance. (See Staff Maintenance - Skills tab - Synergetic Application - Confluence)
Tips for a Smooth Import
Ensure data consistency: Make sure all data entries follow a consistent format.
Test with a small dataset: If you're importing a large number of skill records, start with a small sample to ensure the process works smoothly.
Take your time before submitting: The intention of the preview prior to clicking “Accept and Create Skills”, is your last chance to change your mind. Review the records carefully prior to submitting.
Communicate with Users
During the upgrade, any user that previously had the permission to StaffImportExport in HR module will also have been given the permission for this program. If you wish to disallow access to this for any of the users, you can modify the permission specifically under the module as appropriate.
Tell your staff about the new functionality, and encourage them to use it
You may wish to provide training or policy guidance to users on how to utilise the new functionality effectively.