How to add objectives in bulk through import?

Employee goals or objectives are essential for measuring the success of individuals based on their job profile and position. These goals are aligned with organizational strategies to ensure ultimate success. In the Performance Management module, administrators may have different objectives for each employee. To simplify this process, admins can conveniently use an Excel sheet to upload and assign objectives in bulk. Now, let's see how an admin can efficiently perform this task.

Go to the Performance (1) module and in the Goals (2) tab, you can access the Administration (3). Here, select the Active Goals (4) option to see all the goals which are active in the given Time Frame.

In this page, you'll be able to see the Import (1) button where you get two options - Either to Import Goals or to Import Goals & Sub Goals (2).

Here you can get the Excel sheet to upload and assign the goals along with the sub-goals to the employees.

For more information on how to import data through Excel, refer to the article here.

If you have any other doubts, feel free to refer to the articles on this portal.