The Import Training Course feature enables the HR team to bulk upload the master list of training courses in a single action. This functionality simplifies the process of adding multiple courses at once and supports uploading courses that can be used for both recommendation and allocation to employees.

To bulk import the training courses data


1. Navigate to Admin → Import/Export, and click Import Master Training Course




2. Please download the Training Course Template excel. 



3.Populate the Excel file with valid data such as Training Course Name, Course Category, and parameters like Organization Unit, Work Role, Designation, and Track. Based on the parameters provided, the system will automatically populate the relevant training courses to the employees.


4. The mandatory fields are marked in bold. Ensure that all mandatory data are entered.


Note: Do not change the header names in the excel as this might lead to error during the upload process.


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 course data will be validated. Once the import and validation are complete, the system will display the results, including the total number of successfully validated records and any error records.


You can download the error file, correct the issues, re-upload the file for validation again.


6. Once the import is successfully validate, as a final step, click Start to upload the data.


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