Import Job Profile Assignments

You can use the Job Profile Assignment Data Loader to assign job profiles to users, and also add, update and delete users' job profile assignment types.

To import job profile assignment data, your role must have unrestricted access to the Job Profile Assignment Data Loader feature.

Create the Import File

You have two options for creating a CSV Import File.

Use the CSV Template

Used primarily when you are simply adding new job profile assignment data.

Go to Manage Center >Talent > Competency Manager > Job Profile Assignment Data Loader. CSV download and import actions are located on the right side of the screen

Click Download CSV file template.
Prepare the file for import.

Run and Export the R422 Report

This option is useful if you are making updates to existing job profile assignment data. The file is exported in the same format as the CSV template.

You can add new job profile assignment data in this template as well. This is a great option if you want to update and add within the same import.

Go to Manage Center > Reports > Report Generator > System Reports.
Select 422 - Job Profile Assignments in CSV Data Loader Format.
Run the report as a downloadable CSV file.
Prepare the file for import.

Click the CSV Formatting Help link for important guidelines around preparing the file for import.

CSV files are likely to be opened by Microsoft Excel if it is installed on your system. If you encounter any problems with importing a CSV file into the LMS, it could be caused by Microsoft Excel applying extra formatting to the file.
As an alternative, you can edit CSV files in a text editor. The data should conform to the formatting required by the template as specified in the corresponding CSV Formatting Help.
If the values for text area fields include punctuation, these fields must be enclosed in double quotation marks (" "). Do not include commas or semicolons in other fields as they could be interpreted as a field delimiter (depending on your choice of delimiter at import).

Import the File

Go to Manage Center > Talent > Competency Manager > Job Profile Assignment Data Loader.
Click + Import CSV file.
Click Choose File to select the CSV file to upload.
Configure the import fields:

Encoding - if your CSV file was saved with a specific file encoding the LMS can automatically detect it, otherwise you can select it from the list.
Delimiter - select the delimiter used to separate fields in your CSV file.

Click Preview. The contents of the CSV file are shown in the Data Loader page so that you can review the data before importing the file.
Click Upload to import the CSV file. The Summary Report shows how many records in the file were imported successfully and how many failed.
If any records failed to import, you can go back to the data loader page and click the CSV Error Report link for the failed import. The error report downloads to your desktop as a copy of the imported file that includes the error message.

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