Training details can be imported from an Excel file. We have an excel template available for this and it can be downloaded from the application.

Downloading the excel template;

Click on Employee Training Details under Import/Export tab

Click on Download Template

Following are the available fields in the Excel;


Employee Number
Mandatory
First Name
Optional
Email ID
Optional
Type
Optional
Course Name
Mandatory
No of hours
Optional
Attended Date
Optional
Score
Optional
Internal Trainer Name
Optional
Internal Trainer Number
Optional
External Trainer Name
Optional
Document Name
Optional
Comments
Optional
Recommended By
Optional
Due Date
Optional
Training Status
Mandatory

Fill in the details and save the file.

Click on Import.

Choose the file and click on Upload button.

Here we can preview the data. Click on Upload button to import the same into the Application.


System will validate the data and show any validation errors. Please fix the validation errors and then Upload the data.


Once the data is uploaded, the upload status is shown in the confirmation screen.

PS: Synergita implementation for your Organization may vary from how the features are described here. The screen shots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries