How to Bulk Import Goal Progress in Keka?

Bulk updating goal progress helps organisations keep performance data accurate and up to date without manual effort. With Keka’s Import Goal Progress feature, authorised users can efficiently update progress and status for multiple employees at once using a structured Excel upload—ensuring consistency, saving time, and enabling better performance tracking across teams.

Who can do this?

Only users with the right permissions under Performance > Goals > Administration can access the import options.

Steps to Import Goal Progress in Bulk

Navigate to the Goals Section

Go to the Performance tab from the left menu.
Select the Goals tab on the top.
Click on Administration, and stay under the Goals sub-tab.

Start the Import

Click the dropdown beside Import goals on the top right.
Choose Import goal progress from the list.

Choose Timeframe & Employees

In the popup, select the appropriate timeframe (e.g., 2025).
Use filters such as Business Unit, Department, Pay Grade, and Location to narrow down employee selection.
Select the employees whose goal progress you want to update.
Click Next.

Download and Fill the Excel Template

Download the Excel Template provided on the screen.
Fill in the necessary fields:

Employee Number
Employee Name
Goal (Objective) Name
Sub-goal Name (if applicable)
Time Frame
New Value (progress %)
New Status (e.g., On Track, At Risk)

Note: If an employee has multiple goals with the same name in the same timeframe, you must exclude them to avoid errors.

Upload the File

After completing the Excel, click Upload Excel File to proceed.

Match Excel Columns

Match the column names from the Excel sheet to the respective fields in Keka.
Confirm that each column (like Employee Number, New Value, etc.) is correctly mapped.
Click Continue.

Preview & Validate

Keka will show a preview of the data.

2. Any errors (e.g., missing values) will be highlighted in red.

Complete the Import

Once all data is validated, click Complete to finish the process.
Correct them if needed.
Click Confirm.

Bulk importing goal progress in Keka streamlines performance tracking across teams, but it's essential to follow the step-by-step process precisely, ensure data accuracy, and use the provided Excel template to avoid errors and ensure a smooth update experience.