Exporting Current Relationships
To export the current relationship configuration to an Excel file:
Use the Export button
This will download an Excel Workbook of the current relationship configuration to a folder based on your browser settings. e.g.
The file format is suitable for having changes made and then Imported as required
Importing Relationships
| Note |
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Please note that when using the Import functionality, Processing an upload workbook will delete and replace ALL existing relationships |
Use the Import button
This will open the Import dialogue pop-up
Downloading an upload template
Use the Download Bulk Template button in the Import Pop-Up
This will produce and save the template file in a download folder as specified in your Browser configuration e.g.
This Template can then be edited and populated with the Relationship information you require for Importing
Importing an Upload file
Use the Select Files button to kick-off the dialogue to select your prepared Upload file from your device
View file name Invalid file id - UNKNOWN_MEDIA_ID page 8.2 Job/Role Management space SAH View file name Invalid file id - UNKNOWN_MEDIA_ID page 8.2 Job/Role Management space SAH 
Select and Open the Upload file
View file name Invalid file id - UNKNOWN_MEDIA_ID page 8.2 Job/Role Management space SAH 
Once the file/s have appeared in the Files to upload block use the Process Upload button to replace the current Relationships configuration with the one specified in your Upload file view- file name
Invalid file id - UNKNOWN_MEDIA_ID page 8.2 Job/Role Management space SAH You will need to acknowledge the Warning Pop-Up (Press OK) to continue with the Import
View file name Invalid file id - UNKNOWN_MEDIA_ID page 8.2 Job/Role Management space SAH 
You should get a brief prompt in the Top Right of the browser window acknowledging the success or failure of the Import e.g.
View file name Invalid file id - UNKNOWN_MEDIA_ID page 8.2 Job/Role Management space SAH 
| Warning |
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Errors that could prevent the successful Import of an Upload Workbook are usually:
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On this page:
| Table of Contents |
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Upload Template format
Column Name | Options | Description | ||
|---|---|---|---|---|
Leadership email | A valid email address of valid User | The email address of the Leader of the relationship. (i.e. The person that is either the Line Manager, Team Leader or Endorser) | ||
Employee Email | A valid email address of valid User | The email address of the Employee that is being Managed, a member of the Team or to be Endorsed | ||
Relationship Type: |
| The Type of relationship being configured for this row | ||
NOTE: ALL existing relationships will be replaced with this data. | None | This column is not utilized for the Import, it is merely to document the warning.
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Each row of the Upload file is used to define a single relationship
There can only be a single instance of a Leader/Employee relationship specified. i.e. A Leader cannot be more than 1 Leadership Type (Including Endorser) for the same Employee.
Note1: The rationale for Endorsers is that they are generally (from a Best Practice perspective) expected to be independent SFIA Consultants (Accredited) and not have any biases that could influence their Endorsement of a persons Skill Profile. Endorsements by Leaders could also diminish the leader/Employee relationship, and reduce the Employee Experience
Note2: Team Leaders and Line Managers DO however have the ability to Approve the Skill Profiles of Employees assigned to them
Note3: However, it is possible to have the roles reversed so that a Team member could be configured as the Endorser for their own Team Leader. e.g.someone as a Team Leader for a set of People, and a Line Manager for a different set of people. (But probably unlikely)
Leadership email Employee Email Relationship Type
sophiac.lawrence@sfiatoolsbonnet@skillogger.com Alana.Profile@sfiatoolsmaloy@skillogger.com Team Leader Line Manager
Alanc.Profile@sfiatoolsbonnet@skillogger.comsophias.lawrence@sfiatools.com Endorseranother@skillogger.com Team LeaderNote2: Team Leaders and Line Managers DO however have the ability to Approve the Skill Profiles of Employees assigned to them:
The following extract of prepared Upload Workbook shows an example of the configuration of a Leader who has several different relationship types Team Leaders and Line Managers with various employees:
| View file | ||||||
|---|---|---|---|---|---|---|
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In the example Sophia Lawrence is:
The line Manager for 8 different People
A Team Leader for 2 different People
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