Add External Training Using New CSV File

To add external training by creating and uploading a new CSV file:

  1. Use a spreadsheet application, such as Microsoft Excel® to create a CSV file.

    The file should contain the following headings in the top row:

    • employee: If you are a manager and are importing your own external training, leave this column blank. Or, enter your direct report’s email address if importing for your employees. If you are an Administrator and are importing external training for other users, enter the employee’s email address in this column.

    • title: You must enter data in this column.

    • type: You must enter data in this column.

    • start_date

    • completion_date

    • description

    • url

    • organization

    • address

    • cost

    • credits

    • ceus

    • grade

    • degree_type

    • comments

  2. Save the file as a CSV file type in your computer where it can be retrieved.
  3. Click the External Training title on the screen to find links to return to the External Training or the Import External Training screen.
  4. On the External Training screen, click Import External Training.
  5. On the Import External Training screen, click Browse to find and upload the file.