The below article is relating to the bulk upload - Library Goals which can be found by going to
Administration > Company > Bulk Upload
The Library Goals Bulk Upload can be found within the Other Data section:
When you load the page it will look like this:
CSV file to upload
This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.
Download help file and instructions
This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.
Download CSV Model
The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.
Editing your CSV
When you download your sample CSV file it will look like this:
Goal Name - The name of the goal being uploaded to the library. This field can contain letters and/or numbers. This field is Case Sensitive (when editing an existing goal) and Mandatory.
Goal Description - A description of the goal being uploaded. This field has no validation and can contain any characters. This field is Optional.
Goal Type - Is this a company goal or an individual goal? This field can only contain "Company" or "Individual". This field is Mandatory.
Goal Category - Denotes if this is a goal for an employee's development or a KPI. This field can only contain "Development" or "KPI". This field is Mandatory.
Goal Options - This option defines how the responses to this goal will be recorded. Can contain:
At this point "List" is not supported in a bulk upload file. This field is Case Sensitive and Mandatory.