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Upload an assessment via CSV

Goal: Bulk-import an assessment from a prepared CSV spreadsheet.

Who can do this: Platform administrators and Directory administrators only. All other roles see Access restricted when they try to access this page. If a customer needs to create an assessment, direct them to the AI wizard or JD flow instead.

Before you start​

  • You must have the CSV file ready, formatted to the Skilladder template. Do not invent column names — use the template your CS or implementation team provides.
  • If you are unsure about the correct format, confirm with the implementation team before uploading.

Steps​

  1. Go to Assessments in the sidebar and click Upload assessment (when visible), or navigate directly to /assessments/upload.
  2. Metadata screen — fill in the assessment title and programme metadata as prompted.
  3. CSV Upload screen — attach your file and wait for the validation output. Fix any errors flagged before continuing.
  4. Preview screen — review the parsed questions to confirm the import looks correct.
  5. Click the final confirmation button to commit the assessment package.

After the import​

  1. Find the new assessment in the Assessments list.
  2. Open the assessment detail to adjust settings or add question bank content.
  3. If you see validation errors mentioning skill codes or levels, fix the source CSV and re-upload.

What happens next​