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Import employee qualifications

Import employee qualifications to ensure they match strict role requirements

Core HR > Account Data > Import Data

Importing qualifications

To start a new file import, go to Core HR > Account data > Import data and click Create new.
Open the Type dropdown list and select ‘employee qualifications & licenses’. This name may change depending on your chosen terminology.
The purple bar under the file selection will then update to include a ‘Click here’ link for downloading a CSV template that includes all the fields necessary to get importing.
More general information on preparing import files can be found in Importing data overview.

Qualification import requirements

The most important requirements are an employee ID, qualification ID and a ‘valid from’ date.
You then have the option of including an expiry date, a URL to a file and a note if needed.
Both dates need to be in the usual format of yyyy-mm-dd.
Any Qualifications that are uploaded with all details exactly matching an existing qualification won’t be recreated, but if any field is different, a new qualification will be created based on the whole row.
Qualification imports won’t replace or remove any existing qualifications, even if they’re for the same type, date range, etc.

Name Data type Length limit Example Mandatory Description
Staff Reference 20 ST10001 Yes
The ID of the the qualification or licence belongs to. Must match a predefined, non-deleted ID.
Qualification Reference 20 QL0001 Yes
The qualification or licence this has. Must match the ID of an existing non-deleted qualification or licence.
Qualification Number String 255 00067A217C No
The qualification number of the qualification held by this .
Valid From Date 2015-01-01 Yes
The first date from which the qualification or licence is valid.
Expiry Date 2015-12-12 No
The date the qualification or licence expires. i.e the last day in which it’s valid.
File String http://ento.com/qualification.pdf No
The file you upload should be in .png, .jpg, .jpeg, .doc, .docx or .pdf format. The file should be no larger than 4MB.
Note String 255 Note No
The notes field can be used to store extra pieces of information on the qualification or licence your has.

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