The bulk import feature helps import the training details in large numbers into the system easily. This saves time managing the training data in the system for HR teams. The employee's training data populated in the prescribed excel template shall be uploaded in one shot.
To import the employee training details
1. From Admin -> Import / Export, click Import Employee Training Details
2. Click Download Template excel. Populate the valid training data in the template. Please ensure the mandatory data are provided
The following are the available fields in 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 |
3. Click Import.
4. Choose the file and click Upload.
5. Preview the data. Click Upload to import the same into the Application.
6. The System validates the data and show any validation errors. Please fix the validation errors and then Upload the data.
7. Once the data is uploaded, the upload status is shown on the confirmation screen.
PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots 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
