Import qualifications to ensure they match strict role requirements
Core HR > Account Data > Import Data
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 ‘ 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 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|
The ID of the the qualification or licence belongs to. Must match a predefined, non-deleted ID.
The qualification or licence this has. Must match the ID of an existing non-deleted qualification or licence.
The qualification number of the qualification held by this .
The first date from which the qualification or licence is valid.
The date the qualification or licence expires. i.e the last day in which it’s valid.
The file you upload should be in .png, .jpg, .jpeg, .doc, .docx or .pdf format. The file should be no larger than 4MB.
The notes field can be used to store extra pieces of information on the qualification or licence your has.