ClayHR allows you to quickly import multiple learning records using a spreadsheet upload, making it easy to manage learning data in bulk. It covers the required file format, supported fields, and the step-by-step process needed to ensure a successful and accurate import of learning records into the system.

Instructions for Uploading Learnings via Spreadsheet

Download a sample Spreadsheet here.
Following are the headers we support:

1. LearningName: Enter the name of the learning program (Mandatory).
2. Description: Provide a brief description of the learning program.
3. Hours: Specify the total number of hours required to complete the learning.
4. CourseOfStudy: Mention the course or subject area the learning belongs to.
5. Institution: Enter the name of the institution offering the learning.
6. InstitutionUrl: Provide the official website URL of the institution.
7. StartDate: Enter the start date of the learning program.
8. EndDate: Enter the end date of the learning program.
9. City: Specify the city where the learning is conducted.
10. State: Specify the state where the learning is conducted.
11. Country: Specify the country where the learning is conducted.
12. Price: Enter the cost of the learning program.
13. CurrencyCode: Specify the currency code for the price (e.g., USD, INR).
14. LearningURL: Provide the URL linking directly to the learning program.

Steps to Import Learnings

1. Under the gear icon, click on the User & Employee Portal.

2. Clicking on the User & Employee Portal button will redirect you to the User and Employee Portal page. Click on the Import Data.

3. Select Learnings from the select box.

4. To import, prepare an Excel file with the column headers given. The ones marked with a red asterisk are mandatory fields.

5. Once the file is ready, click Choose file and select the file in Excel (.xlsx) format from the system.

6. Sample learning import file.

7. Click on the Import File button. Once the file is imported, a toaster message appears along with a popup window that shows the data import summary.

8. Imported learnings in the learning home page will look like this: