This article provides Company Admins with instructions on how to bulk import and update Development Objectives from CSV. Administrators can bulk import the Development Objectives, if there are a number of new Development Objectives to be created or edited in the development library. The Development Objectives can also be assigned to the positions, departments, and locations via bulk import.

How do I bulk import new Development Objectives from CSV?

1. Go to Administration → Performance and click Development Objectives.

2. Click the Import from CSV button.

3. Click the Download a CSV Template link.

How to download existing Development Objectives in the library

1. Go to Administration → Performance → Development Objective.

2. Click on the Export to CSV button.

3. After clicking the button, the system will email the CSV download link to the user.

📝Open your email inbox and click on the link in the email content. Then, you will download all development objectives in CSV format.

How to update existing Development Objectives

To update a Development Objective, you must know its Development Objective ID and ensure it's in the developmentIDs column; otherwise, it will create a new development objective instead. You can obtain the development objective IDs by:

Download the existing development objectives in CSV from the steps above.
Or go to the individual development objective in the Development Objective Library and get the ID from the URL bar.

Link to Positions, Departments, and Locations

This feature also allows new imports or updates of development objectives to be linked to multiple positions, departments, and locations. You can follow these steps:

1. Get the Position, Department, and Location IDs. You can get those by going to each Position, Department, and Location screen and getting the ID. This would be located under: Administration > General. For example, you can find the Position ID for the Accountant position here.

2. Add all IDs that you want in the import CSV file. Ensure you put a comma as a separator between each separate value.

Steps to Bulk Import Development Objectives

1. Go to Administration → Performance and click Development Objectives.

2. Click the Import from CSV button.

3. Click on the Upload File area and select the CSV file or drag the CSV file into this area.

4. Once the CSV file is uploaded, the system will automatically validate the content and display the results.

If your CSV file contains some invalid rows, you can click on the Download CSV button to download the results file and see the invalid records with an explanation.
Then you can go back to your CSV file, correct the file content, and re-upload the file again.
When all rows are valid, you will see no invalid row result.

5. Once you click the IMPORT VALID ROWS button, the system will import all items into the Performance Development Objectives Library.

Important Information

Use a comma as the delimiter between columns in CSV. Please use commas as a delimiter and not use other characters as delimiters, as it will lead to incorrect imported data.
Avoid long lines of content with line breaks. For some fields like description or measure, you can put large content in these fields. However, if you add a new line (line break) to this content, only the first paragraph will be imported into the system.
Action fields are optional. You do not need to put any action in any development objectives, or you can put up to ten actions per development objective.
Learning course action is not supported. You can only add a plan text action for this CSV import. However, after the import is completed, you can manually add them later.

Fields Explained +

Field	Code	Description
developmentObjectiveID	Optional	The ID of the Development Objective - leave this field empty if you want to enter a new one
title		The name of the Development Objective
scope	0	Available to all users
scope	1	Available to all managers (only visible for managers to add to an appraisal)
scope	2	None (not visible to add to an appraisal for managers and employees but available for admins to add to a template)
scope	3	Disabled (not available to any user but does not remove it from an employee's in-progress appraisal or template)
label	Optional	What type of Development Objective it is
description	Optional	An explanation of what the Development Objective involves
positions	Optional	The unique identifier codes used for the positions. Upload multiple positions by using a comma after each ID.
departments	Optional	The unique identifier codes used for the departments. Upload multiple departments by using a comma after each ID.
locations	Optional	The unique identifier codes used for the locations. Upload multiple locations by using a comma after each ID
action1	Optional	A plain text description of what is involved to help achieve the Development Objective. Course actions can be added later manually.
action2	Optional	A plain text description of what is involved to help achieve the Development Objective. Course actions can be added later manually.
action3	Optional	A plain text description of what is involved to help achieve the Development Objective. Course actions can be added later manually.
action4	Optional	A plain text description of what is involved to help achieve the Development Objective. Course actions can be added later manually.
action5	Optional	A plain text description of what is involved to help achieve the Development Objective. Course actions can be added later manually.
action6	Optional	A plain text description of what is involved to help achieve the Development Objective. Course actions can be added later manually.
action7	Optional	A plain text description of what is involved to help achieve the Development Objective. Course actions can be added later manually.
action8	Optional	A plain text description of what is involved to help achieve the Development Objective. Course actions can be added later manually.
action9	Optional	A plain text description of what is involved to help achieve the Development Objective. Course actions can be added later manually.
action10	Optional	A plain text description of what is involved to help achieve the Development Objective. Course actions can be added later manually.

Bulk Import and Update Development Objectives