Overview
When adding data to your Talexio account, you may either input details individually or in bulk. The Onboarding Assistant is a tool which will facilitate the bulk onboarding of your data, be it employee data, leave data, organisation data, training data, or past payroll data. This article will explain the third step of the onboarding process: training data. For instructions on the first step (organisation structure), click here. For instructions on the second step (employees), click here.
To make use of the training data bulk upload, you will need to have the Training module. If you do not have this but are interested in taking it on, please get in touch with us.
Permissions
To access the Onboarding Assistant, you will need the Manage All Employee Data permission. The permissions required to upload templates via the onboarding assistant depend on which templates you are looking to upload (each one needs to be set on global):|
- Competencies upload - you will need the Manage Courses permission;
- Qualifications upload - you will need the Manage Courses permission;
- Courses upload - you will need the Manage Courses permission;
Check out this article for the specifics of each of these permissions.
Bulk Uploads using the Onboarding Assistant
To access the Onboarding Assistant, you will need to go to the People section. There, click on Onboarding Assistant:
The first thing you will see is the Organisation Structure. Click on next to navigate to the People onboarding process. Then click next again to navigate to the Training onboarding process:
The first item that needs to be addressed is the upload of competencies.
Click on the 'download template' button. An excel spreadsheet will download for you. Open this and you will see the following:
- Competency Name: this is a mandatory field. Here you will input the name of the competency. A competency describes how well an individual does something. An example could be Leadership.
- Category Name: this is a mandatory field that categorises the competency. An example could be Decision making.
The second item that needs to be addressed is the upload of qualifications.
Click on the 'download template' button. An excel spreadsheet will download for you. Open this and you will see the following:
- Qualification Name: this is a mandatory field. An example of such would be 'Masters in Economics'.
- Qualification Level: this is a mandatory field. The field must be populated through one of the options in the drop down menu:
The third and final item that needs to be addressed is the upload of courses.
Click on the 'download template' button. An excel spreadsheet will download for you. Open this and you will see the following:
- Course Name: this is a mandatory field. You will need to input the name of the course, for example, Finance Basics.
- Course Category Name: this is a mandatory field. Here you will input the course's category (which can be inputted on Talexio, in the training section under the Course Categories tab).
- Course Session Name: this is the name of the sessions applicable to the course.
- Course Session Number: this is the number applicable to the session, for example, 1, 2, 3.
- Course Session Duration in Hours: this refers to the length of the course in hours, for example, 1, 2, 3.
- Course Session Module Name: this is the name of the module applicable to the course, if any. For example, if we are talking about a course called Finance Basics, then a module could be Taxation
The next step in the onboarding process is to navigate to the Past Payroll Data bulk onboarding process.
Related to