Import Training Course feature helps HR team bulk upload the master list of training courses in one shot. This feature supports uploading the training courses for recommending and allocating to employees.


The steps to bulk import training courses data are as follows.


To bulk import the training courses data


1.  From Import / Export, click Import Master Training Course



2. Please download the Training Course Template excel. 


3. Populate the excel file with valid data like training course Name, course Category and parameters like Organization Unit, Work Role, Designation, and Track. Based on the parameters given, the system will populate the training courses for recommendation to employees.


4. The mandatory fields are marked in bold. Make sure that the mandatory data are provided. 


5. Under Import & Validate, click Choose File to browse to the location where the updated excel file is stored and click Open. Then, click Import & Validate.

  • The uploaded training courses data are validated.
  • After the file import and validation completion, you can see the results of your upload with the total number of records successfully validated and the total number of error records.
  • You can download the error file, correct the errors, update and then upload it again.


6. As a final step, click Start to upload the data.



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