Import Skills and Certifications

Prerequisites:

An initial population of skills and certifications is possible using a formatted CSV file (Ref: import-skills and-certs-sample.csv).1 The import process is an unattended process. Results of the import are found in the application logs under system settings.

The location of each of the required folders depends on the application version:

Prior to application version 7.4 the default location is here: <installation directory>/configuration/integration.properties
As of application version 7.4 the properties are located on the Tenant Properties page in the System area of this application. 2

Review About Person Skills & Certifications topic for notable differences between legacy specialties, skills, and certifications.
Read About Importing and Exporting Data and Access Import and Export Files
Obtain the sample data file import-skills and-certs-sample.csv available in KB:000161552 UKG TeleStaff Sample Import Files or from the distribution in the \integration\samples\ folder.
User must have the authority permission Import Manager: Full Access granted in order to process imports in the \integration\import\ folder.
To start the Import Manager, set the field Run Import Manager as to <self> on the Initial Import section of the Import Manager in Setup.

Real Time Update:
Importing data can overwrite existing data in the application. Before you import review and set Import Manager settings as desired in System > Import Manager> Import Skills and Certifications. Before running an import, be sure to back up this application’s database.

>>> Important <<<
CSV is the required format. If the file format is changed to facilitate populating the data, the end result must be in the formatted CSV file provided - otherwise the import manager will fail. Use the skills and certs csv to populate skills and certifications. Use the person-in to populate legacy specialties. Do not rename columns. Column titles are case sensitive. Do not change the format. Columns must be formatted correctly. Do not add alternate data formats. Alternate data formats are not supported. When labeling items in the application be sure that labels make sense in a staffing environment and fit staffing configuration requirements. A person identifier of either External ID, Payroll ID, or Employee ID is required when assigning skills and certifications to people via the Import Manager. A person identifier is not required when creating skill and certification setup items via the Create Setup Records check box on the Skills and Certifications pane in the Initial Import tab of the Import Manager. Only one skill or one certification can be imported per person per row. A person with multiple skills and certifications requires multiple rows, one row for each item. For example, suppose Joe has skill X, and Y, and certification Z. To import, insert three rows for Joe, one row for skill X, another row for skill Y, and a row for certification Z.

>>> Important <<<

CSV is the required format. If the file format is changed to facilitate populating the data, the end result must be in the formatted CSV file provided - otherwise the import manager will fail.
Use the skills and certs csv to populate skills and certifications.
Use the person-in to populate legacy specialties.
Do not rename columns. Column titles are case sensitive.
Do not change the format. Columns must be formatted correctly.
Do not add alternate data formats. Alternate data formats are not supported.
When labeling items in the application be sure that labels make sense in a staffing environment and fit staffing configuration requirements.
A person identifier of either External ID, Payroll ID, or Employee ID is required when assigning skills and certifications to people via the Import Manager.
A person identifier is not required when creating skill and certification setup items via the Create Setup Records check box on the Skills and Certifications pane in the Initial Import tab of the Import Manager.
Only one skill or one certification can be imported per person per row. A person with multiple skills and certifications requires multiple rows, one row for each item. For example, suppose Joe has skill X, and Y, and certification Z. To import, insert three rows for Joe, one row for skill X, another row for skill Y, and a row for certification Z.

The minimum requirement to assign a specialty is one of three identifiers and either Skill:Name or Certification:Name.
The minimum requirement to create a specialty is either Skill:Name or Certification:Name, and Create Setup Records must be selected in the Import Manager.

To stage and import skills and certifications for personnel:

Populate the Skills and Certification file with your data.
.
Place your file in the integration/import/person.in folder.
The application looks for a new file on a periodic basis and will begin to process the file.
The application looks for a new file on a periodic basis and will begin to process the file. When the process begins, the file is automatically moved to the /person.processing folder. Once complete, the file is moved to either the /person.processed folder when successful, or the /person.error folder if there was a problem processing the data. See the Activity Log in the System area in Setup for additional information.Data from the spreadsheet is imported into the application; mapped data elements from the file have been created or updated.

Result: Data from the spreadsheet is imported into the application; mapped data elements from the file have been created or updated.