The below article is relating to the bulk upload - Employee Goals which can be found by navigating to:
Administration -> Company -> Bulk Upload
The Employee Goals bulk upload is under the Other Data section here:
Once you've clicked the Employee Goals Bulk Upload button you will be directed to this page:
This page includes:
In the CSV the first column is called employee ID, this setting relates to what you enter in that column, For example if you have used the employee's names in the CSV the employee name option will need to be selected.
Include archived employees in search?
When using the name or Works ID method, sometimes you may have multiple instances of the same employee with one active and one archived - if you set this to NO we will not search archived employees when matching and will only search your active employees. If you had 2 active employees of the same name, for example, this setting would make no difference.
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:
Employee ID - This field relates to your chosen Employee field on the bulk upload page, if you have chosen employee name this will be the employee's first and last name exactly as they are on NaturalHR, if this is either the system or Works ID, this will be either of those IDs exactly as they are in NaturalHR too. This field is Mandatory and Case Sensitive.
Goal Name - The name of this goal. This field can contain letters or numbers, this field is Case Sensitive and Mandatory.
Goal Description - A general description of this goal. This field has no validation and can therefore contain any characters. This field is Optional.
Goal Type - Is this a company goal or an individual goal? This field can only contain either "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.
Target - The target figure for the employee to be achieving. Can only contain numerical figures. This field is Mandatory if the goal options contains Target.
Status - The current status or achieved progress towards this goal. For Goal options 5, 10, Percentage and target, the status can contain any numerical value.
For Default Goal options, the only valid options are:
This field is Mandatory.
Due Date - The date that this goal is due to be completed. This field must be completed in dd/mm/yyyy format. This field is Mandatory.
Visibility - Denotes who can see this goal within the system. The accepted options are:
Public – Admin, HR, Manager and employee.
Private – Admin, HR, Manager.
This field is Mandatory.