Goals Import and Export

Note: – The enhancements listed below can only be enabled by an Engagedly administrator. If you would like to utilize them, please contact support@engagedly.com with your request.

We have introduced a new feature to let users upload/update their goals or their team goals from an excel file. This feature is really helpful when you need to upload goals in a bulk. Managers can upload goals for all of their direct reports at once, rather than creating and assigning them one by one. Administrators too can create and upload goals for the entire organization at one go.

Importing/Exporting Goals

The goal import feature works only with a specific format. To import goals users need to download the required format from the available options under Import/Export tab and fill in the required data.

 

Note:- Exporting the format will download a file with all existing goals to guide users on how they need to populate the excel sheet.

export template

Columns In the Exported file

Columns Explanation
Goal Title of the goal.
Goal Identifier Unique identifier to distinguish between goals and required in updating existing goals. When uploading goals if this field is left blank, the application will create a new goal and assign an identifier to it. Users can also provide their own identifiers to goals.
Start Date Start date of the goal.
End date End date of the goal.
Notification Frequency Frequency of reminder emails for goal check-ins.
Check-In Type Percentage or Quantity.
Status Current status (active/archived) of the goal.
Assigner Name of the goal assigner.
Assigner email id Email id of the goal assigner.
Owner Name of the user the goal has been assigned to.
Owner Email ID Email id of the user the goal has been assigned to.
Quantity Target Set the quantity when creating quantity based goals.
Completion Status Completion percentage of the goal.
Review Review provided on the goal if any.
New Check-in Provide new progress in numbers for both quantity and percentage based goals (only for goals with no key results).
New Check-in Comment Provide new progress comments for both quantity and percentage based goals (only for goals with no key results).
Key Result Title of the key result.
Key Result Identifier Unique identifier to distinguish between key results in a goal and required in updating existing key results in a goal. When uploading goals if this field is left blank, the application will create a new key result with the title provided and will assign an identifier to it. Users can also provide their own identifiers for key results.
Weighting The weightage given for the key result.
Overall Progress Overall progress percentage of the key result.
Last Check-In Last check-in percentage.
Last Check-In Date Date on which last progress check-in was made.
Last Check-In Comment Comment provided on last progress check-in.
New Check-In New progress check-in percentage.
New Check-In Comment Comment for new check-in.

Important: To upload new goals, users need to provide the title of the goals and key results (if any), Assigner and Owner details, type of check-in, notification frequency, the status of the goal (active/archived) etc on the provided template.

Updating existing Goals

Users can also update their existing goal details like title, end date, key result title, new progress percentage, progress comments, etc. using the same format for uploading new goals. To update existing goals users need to download/export the format and update the file without modifying the Goal/Key result identifiers.

To Upload The Template

Users need to upload the file once the required information is filled in the required format. To upload the file, click Upload from Computer and click on the Upload button. This will render a preview of the data provided and will also highlight errors if any. Once users are sure about the data they have entered and have made corrections if any,  they need to click on the Save button to finish the process of importing.

upload template

Permissions for Goals Import/Export for the Organization and Organization Dashboard View

We have created two new capabilities for the Goals feature. These capabilities have to do with the Goals Export/Import and the Org Dashboard.

 

They can be found in the Permission tab when you click on ‘+New Permission’.  The two capabilities are displayed in the image below.

goal permissions

Note: To know about how to create a new permission, you can check out the Engagedly documentation here.

Manage Goal Import for All Employees

When a permission is created with this capability and given to a user, that user will be able to export/import goals for all the users in the organization. A permission with this capability will help take the load off HR administrators.

import for org

Manage and View Goal Dashboard for Organization

When a permission is created with this capability and given to a user, that user will be able to view the Org Dashboard for Goals. Users with this permission can only view the goals of all users in the organization, not edit or delete them.

 

It’s helpful for giving users an idea of how employees across the organization are doing with respect to their goals.

My org

If you have any further queries about the feature or are facing any issues, please contact support@engagedly.com.