We have a Technical Skills Assessment (TSA) that our managers complete for each employee. The TSA is currently an Excel file because different parts of the organization are required to complete different components. Some required areas are determined by each manager. I don’t want to disrupt the existing Excel file process at this time.

We have been asked if it is possible for managers to load each employee’s completed TSA file into Docebo so that an employee’s management team can access the Excel file. This access would carry through if an employee moves to another location.

We investigated numerous possible options but did not locate something that met all our needs. For example, we looked at the super admins loading the file as a certificate for an external training we add. We found this wouldn’t work because employees can access the certificate file and replace it.

We considered observation checklists. We didn’t see an option within this to upload a file like the completed Excel file. In general, we struggle with observation checklists because only one person can be set as the observer, and we need both the employee’s manager and assistant manager to act as observers being able to mark tasks completed. There are other components of observation checklists that have created some stumbling blocks for us, so we didn’t view this as a possible solution.

Are there any other possibilities for uploading an Excel file for each employee that management teams can access with the employee not being able to edit the file?