Matrix Importer

The Matrix importer enables you to assign Skills and their Skill Levels to the Roles. This makes utilising the Skills Assessment feature even more simple to use.

Step One

Navigate to the People module in Administration mode.

🚀 If you are using our new menu feature, hover over the People section of the side-bar, then navigate to:

Configuration ➡️ Skills

Step Two

Select the IMPORT tab, and then the MATRIX tab.

Step Three

Populate the CSV file with the role and skill associations adhering to the guidance above.

  You can download an example spreadsheet of the matrix and populate this with your role and skill associations, to ensure the format fits with our import structure.

  Your role names will start at cell B1 and go across the columns (C1, D1, etc.), whereas your skill names will start in the cell A2 and move down the rows (A3, A4, etc.). Each skill contains four skill levels.

Step Four

Save the spreadsheet as a CSV, then drag and drop the document into the upload section (or go through the file uploader.)

Step Five

After selecting your file you'll be taken to the second step to confirm that your import has completed.

  The import matches on Skill Name and Role Name. Therefore, if you have existing skills and roles with these names, then these will be updated/overrode with the information on the CSV import.