Administrators with [Goal Management] permission can bulk upload and download company goals via Excel. With a single upload, you can quickly reflect goals for all organizations and manage them efficiently.
Goal Excel Upload
Click the three dots button at the top right - click [Upload Goals via Excel] - proceed with downloading the goal Excel template.
Download the template and fill in the items. Items marked with * are required. Enter data according to the instructions.
You can link parent and child goals using goal numbers.
Once the template is complete, upload the file.
You can check items that need correction or review. Items requiring correction must be fixed before the upload can proceed.
If there are no issues with the file, the upload is complete. Please verify the reflected goals!
Goal Excel Download
Click the three dots button at the top right - click [Download Goals via Excel].
Select the cycle (period) to download. You can select up to 3 years.
Check the owners to download. You can select all owners or select specific ones by company, organization, or employee.
The selected cycles and owners are downloaded as a single Excel file.
Up to 5 organizations are displayed. If not shown in the selector, please use the search function.
FAQ
Can I delete uploaded goals?
Can I delete uploaded goals?
Yes, you can. However, when deleting a goal, notifications are sent to related employees via web and app that the goal has been deleted, and if there was a linked parent goal, the goal's name will remain as 'Deleted Goal' in the parent goal's activity history.
Hover over a goal to see a checkbox. After selecting all or individual goals, click the [Delete] button at the bottom. Please note that deleted goals cannot be recovered.
Can I customize the Excel download format?
Can I customize the Excel download format?
The Excel download is only available in the predefined format. We do not provide a feature to customize the downloadable items! Modifying the template or arbitrarily deleting instructions may cause errors. Please enter data without deleting or modifying anything other than the example data.
I get an error saying the organization name is wrong when uploading organization goals via Excel!
I get an error saying the organization name is wrong when uploading organization goals via Excel!
If you get an error saying the organization name is incorrect when bulk uploading organization goals via Excel, please check whether the organization exists as of the goal start date and whether the organization name matches. The organization must exist as of the goal start date, and the name must match the organization name at that point for the upload to succeed! (However, after upload, it will be reflected based on the current organization name.)
You can check the organization status at a specific point by selecting the goal start date as the reference date in the organization chart.
