Overview

The Skills Import feature allows you to upload your organization's existing skills taxonomy and use AI to align it with the Eightfold Standard Skills Taxonomy. Instead of manually mapping skills offline, you can now upload a CSV file and let the system identify direct matches, suggest merges for partial matches, and flag non-skill entries for removal.

Prerequisites

• Access: You must have access to the Skills Design module.
• File Format: Your taxonomy must be in a .csv format.
• File Size: The file size mustn't exceed 100 MB.
• Template: It is recommended to use the system-provided template to ensure correct column formatting.

Step 1: Upload your skills taxonomy

1. Navigate to the Skills Design page.
2. Click the Import skills button (usually located in the kebab/overflow menu),.
3. (Optional) Click Download Import Template to ensure your data is formatted correctly,.
4. In the import modal, select your preferences:
   • Fill Equivalent Skills with AI: Check this box if you want the system to automatically populate equivalent skills based on the Eightfold taxonomy,.
5. Drag and drop your CSV file or click Select File to upload.
6. Click Import.

Step 2: Analyze the import summary

Once the upload is complete, the system processes the data and categorizes your skills into specific buckets. You'll see a summary screen displaying:

• Direct matches: Skills that exactly match the standard taxonomy. These can be added immediately.
• Partial matches: Skills that are semantically similar to standard skills (for example, 'AI & ML' vs. 'Artificial Intelligence'). The system will suggest merging these.
• No matches: Unique skills found in your file but not in the standard taxonomy.
• Not recognized as skills: Entries identified as non-skills (for example, 'dog', 'cat', or random strings).

Click Skills to review to proceed to the detailed review page.

Step 3: Review and act on skills

The Skills to Review page lists all imported items that require your attention. Each row displays the uploaded skill, the AI-suggested match, the match type, and a Recommended Action.

Understand recommended actions

• Merge Skill: The AI has found a close match (Partial Match). Accepting this action maps your uploaded skill as an 'equivalent' to the standard Eightfold skill.
• Add Skill: The skill is unique (No Match) and valid. Accepting this creates a new independent skill in your taxonomy.
• Delete Skill: The system identified the entry as invalid or a duplicate. Accepting this removes it from the list.

Review individual skills

1. Hover over the Match type status to see why the AI made a specific recommendation.
2. Click on a skill name to open a side panel containing deeper context and metadata to help you decide.
3. Click the action button (for example, Merge skill, Add skill) in the row to confirm the individual suggestion.

Step 4: Bulk actions and filtering

To speed up the process, you can perform actions on multiple skills at once.

Using filters

1. Use the filter bar to isolate specific types of skills.
   • Example: Filter by Match type: No match and Recommended action: Delete skill to quickly find and remove invalid entries.
2. You can also filter by Language to review non-English skills separately.

Perform bulk operations

1. Select the checkboxes next to the skills you wish to modify.
2. Click the bulk action button that appears (for example, Merge, Add, or Delete).
3. Confirm the action in the pop-up modal. This will apply the changes to all selected skills simultaneously.

Activity log

All actions performed during the import and review process—such as adding, merging, or deleting skills—are recorded. You can view these changes in the Activity Log to ensure transparency and traceability for your team.

Important consideration

The below config helps in adding more control to the skill import:

• skills_engine_config > product_config > matched_skill_as_leading_on_merge is a user-level config that during merge:
  • if enabled, makes the matched (existing) skill as the standard skill.
  • if disabled, makes the imported skill as the standard skill.