This article is intended for administrators.
When Skills & Career is deployed, it is possible to import your skills matrices in bulk, along with the assignment of employees to the corresponding matrix.
- 🤓 Importing skills only
- 📩 Importing skills matrices
- 🔀 Assigning employees to the appropriate matrixes
🤓 Importing skills only
The default template for importing skills only is available in several formats:
Once you've completed the file, you can import it directly into Elevo (csv or xlsx format) under “Skills and Career” by clicking on "Import skills". If an error is encountered, an error report will be sent to you by e-mail.
📩 Importing skills matrices
Import templates
The default template for importing skills matrices is available in several formats:
In some cases, the use of domains may be recommended by your dedicated CS. If this is the case, you'll find the dedicated template below. If you are in any doubt about this, please contact your CS or Support (support@elevo.fr).
This import allows you to import skills matrices previously defined within Elevo.
- Download the file template in the desired format (see above),
- Fill in the columns according to the conditions described in the table below,
- Send one file per matrix in csv or Excel format to Support (support@elevo.io) for import. We will confirm that the import has been carried out correctly or, if necessary, confirm any errors found.
- Indicate whether you want the matrices to be published or not. By default, they will not be published.
CSV file columns
| Column header | Mandatory / Optional | Restrictions | Details |
| Matrix title | Mandatory | Strings of characters | Matrix name (Example: Customer Success) |
| Matrix levels | Mandatory |
Strings of characters A maximum of 10 levels can be entered (one level per column) |
Name of levels associated with the matrix (Example: Junior/Intermediate/Senior) |
| Matrix level descriptions | Optional |
Strings of characters (maximum 800 characters) |
Description of levels associated with the matrix |
| Skill name | Optional |
Strings of characters (maximum 200 characters) A maximum of 50 skills can be entered (one level per column) |
Skill name (e.g. "Communication", or "Sales") |
| Skill levels | Mandatory |
Strings of characters
|
Name of the levels associated with the skill |
| Skill level descriptions | Optional |
Strings of characters (maximum 800 characters) |
Description of the corresponding skill level |
| Expectation for level X of skill X | Optional |
Strings of characters The same expectation can be assigned to several levels in the skills matrix. To do this, simply enter exactly the same text in the cell corresponding to the desired level |
Name of the expectation corresponding to a skill level (e.g. "Mastery of tool XXX"). |
| Skill domain | Optional |
Strings of characters |
Category for organizing and analyzing a set of skills ⚠️ Please note: Any skills added to a previously imported domain will also be added to the matrices where the domain has been integrated. |
🔀 Assigning employees to the appropriate matrixes
Please consult the associated documentation : Automatically assign a matrix to employees.