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Graham Kennedy

Graham Kennedy

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Waiting for this still to be available

Import Exports still to be implemented:

Task 1

  • Task 1a

    • Task 1b

    On this page:

    Table of Contents

    Exporting Current Relationships

    To export the current relationship configuration to an Excel file:

    1. Use the Export button

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      1. This will download an Excel Workbook of the current relationship configuration to a folder based on your browser settings. e.g.

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    3. The file format is suitable for having changes made and then Imported as required

    Note

    The file may include Mentor relationships. These can be established as part of the Mentor/Mentee processes, and some care is needed when making changes. e.g. Only remove them if specifically requested to do so, or if you are understand exactly why they were setup.

    Importing Relationships

    Note

    Please Note:

    1. When using the Import functionality, Processing an upload workbook will delete and replace ALL existing relationships

    2. The timing for running Imports, should be taken into consideration and possibly run off-peak. Several SkillsTX functions make use of Relationships, and mid-process interruptions could produce unreliable outcomes.

      • Example: Running a major Import during a Profile Approval process by a Line Manager can cause an unrecoverable interruption to the relationship, and an incomplete approval.

    1. Use the Import button

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    2. This will open the Import dialogue pop-up

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    Downloading an upload template

    1. Use the Download Bulk Template button in the Import Pop-Up

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      1. This will produce and save the template file in a download folder as specified in your Browser configuration e.g.

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    2. This Template can then be edited and populated with the Relationship information you require for Importing

    Importing an Upload file

    1. Use the Select Files button to kick-off the dialogue to select your prepared Upload file from your device

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    2. Select and Open the Upload file

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    3. 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

    4. You will need to acknowledge the Warning Pop-Up (Press OK) to continue with the Import

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    5. You should get a brief prompt in the Top Right of the browser window acknowledging the success or failure of the Import e.g.

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    Warning

    Errors that could prevent the successful Import of an Upload Workbook are usually:

    • Email Addresses that do not exist in the lists

      • Either the Leadership or Employee email columns

    • An invalid Relationship Type specified

    • A Relationship specified for more than once for the same Leader/Employee combination. Or if it does not actually fail, the outcomes could be dubious. (e.g. The last one of the duplicate relationships processed may be the only one configured)

    On this page:

    Table of Contents

    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:
    Line Manager
    Team Leader

    • Line Manager

    • Team Leader

    • Mentor

    The Type of relationship being configured for this row

    NOTE: ALL existing relationships will be replaced with this data.
    If existing relationships are NOT included in this template they WILL BE DELETED

    None

    This column is not utilized for the Import, it is merely to document the warning.

    Note

    Please take note of the warnings

    • 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 for the same Employee.

      • Note1: However, it is possible to have 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
        c.bonnet@skillogger.com a.maloy@skillogger.com Line Manager
        c.bonnet@skillogger.com s.another@skillogger.com Team Leader

      • Note2: Team Leaders, Line Managers and Mentors DO however have the ability to Approve the Skill Profiles of Employees assigned to them depending on the Admin configuration for Approvals:

    The following extract of prepared Upload Workbook shows an example of the configuration of Team Leaders and Line Managers with various employees:

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