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Adding Goals All at Once (Excel)

Updated yesterday

Admins with [Goal Management] permission can bulk-add company goals via Excel.

  • Click the three-dot button in the upper right corner, then click [Add Goals All at Once] to bulk-add your company's goals via Excel.

  • Click the [Download] button to download the goal addition template.

  • When adding goals via Excel, the goal owner or participant must be entered using their [Employee ID].

    • Therefore, when using the bulk goal addition feature, you need to have [Goal Management, Employee Service Info View, Employee Service Info Management, Company Holiday Settings, Company HR Info Management] permissions all granted, or work together with an admin who has these permissions.

  • Once the template is complete, upload the file and click [Add].

  • Once registration is complete, the goals entered in the template will be registered in flex.


FAQ

Can I delete uploaded goals?

Yes, you can. However, when deleting goals, notifications will be sent to the goal owner and participants via web and app, and if there was a connected parent goal, a record that the sub-goal was deleted will be left in the parent goal's activity history.

  • Move your mouse to the left of the goal collapse arrow to see the checkbox.

  • Select the goals to delete and click Delete Goals at the bottom of the screen. Note: selecting a parent goal will delete all its sub-goals as well. If you want to exclude some sub-goals from deletion, please use individual deletion.

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