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 matrices
This import allows you to import skills matrices previously defined within Elevo.
- Download the file template in the desired format: Excel, Google Sheets et CSV,
- 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 By default, they will not be published.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") |
| Shared skill | Mandatory |
"Yes" or "No" |
"Yes" if the skill is shared, its name must be identical in all the matrices concerned. "No" if the skill is not shared, its name must be unique. |
| 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. |
| 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"). |
💡 Please note that we have a video tutorial explaining how this file works. You can view it here. You also have a matrix example here.
🔀 Assigning employees to the appropriate matrixes
This import allows you to define which skills matrix should be assigned to each employee.
- Download the file template in the desired format: Excel, Google Sheets et CSV,
- Fill in the columns according to the conditions described in the table below,
- Send the file to Support (support@elevo.io) for import. We will confirm that the file has been successfully imported, or if any errors have been detected.
| Column header | Mandatory / Optional | Restrictions | Details |
| user_login | Mandatory | Strings of characters Must be unique across all users |
Unique identifier for a user: Either the user's email or the user username |
| matrix_title | Mandatory | Strings of characters | Matrix name - Must strictly correspond to the title of the matrix in question |
| matrix_level | Mandatory | Strings of characters | Matrix level - Must strictly correspond to the level of the targeted matrix. |