This article provides Company Admins with instructions on how to bulk import and update Goals from CSV. You can download an empty CSV template file and add goals manually, export a CSV of your existing goals, and modify and re-upload them.
This article covers the following topics:
Steps to download an empty CSV Template
1. Go to Administration > Performance > Goals
2. Click on the Import from CSV button.
3. Click the Download the CSV Import Template link
Step to download the existing Goals in the library
1. Go to Administration > Performance > Goals
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 goals in CSV format. |
How to update the existing Goal IDs
To update a Goal, you must know its Goal ID and ensure it's in the goalIDs column; otherwise, it will create new goals instead. You can obtain the goal IDs by
1. Download the existing goals in CSV from the steps above.
2. Or go to the Goal Library's individual goal and get the ID from the URL bar.
Link to Positions, Departments, and Locations
This feature also allows new import Goals to be linked to multiple Positions, Departments, and Locations. You can follow these steps:
Get the Position, Department, and Location IDs. You can get those by navigating to each Position, Department, and Location screen and getting the ID. For example, you can find the Position ID for the Accountant position here.
Add all IDs that you want in the import CSV file. Ensure you put a comma as a separator between each separate value.
Step to Bulk Import or Update Goals
1. Go to Administration > Performance > Goals.
2. Click the Import from CSV button.
3. Once you have all the information in your CSV file, 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, click the Download CSV button to download the results file and see the invalid records with an explanation.
Then, you can return 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 Goal 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 significant 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.
Measures fields are optional. You do not need to put any measures in any goal, or you can put up to ten measures per goal.
Fields Explained
Field | Code | Description |
goalID | Optional | The ID of the goal - leave this field empty if you want to enter a new goal |
title | The name of the goal | |
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 Goal is it |
description | Optional | An explanation of what the goal 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 |
measure1 | Optional | The target involved in achieving the goal. |
measure2 | Same as above. | Same as above. |
measure3 | Same as above. | Same as above. |
measure4 | Same as above. | Same as above. |
measure5 | Same as above. | Same as above. |
measure6 | Same as above. | Same as above. |
measure7 | Same as above. | Same as above. |
measure8 | Same as above. | Same as above. |
measure9 | Same as above. | Same as above. |
measure10 | Same as above. | Same as above. |