In Synergita, HR administrators can bulk import employee Goals using the Import Goals feature. This helps streamline the goal-setting process by allowing multiple goals to be uploaded at once instead of adding them manually for each employee.

Import Goals feature helps the HR team bulk upload the SMART Goals data for several employees in one shot. This feature supports uploading individual employee goals with goal target, goal status, goal weightage, and timeline (goal due date.)


The steps to bulk import employee goals data are as follows.


1. Navigate to Admin → Import/Export, and click Import Employee Goals. 




Pre-requisite: As a pre-requisite, please choose the review period and Goal Status you required to map with the associated goals.



2. Download the Goals Template-Download the Goals Template Excel file from the system. Populate the file with valid data. Ensure that all required information is filled in accurately. 


Note: Kindly check the master template assigned to the employee for adding goals in the import sheet.


Navigate to Admin -> Most popular configuration -> Feedback Forms/Templates and select the template by clicking on the respective template name.


3. Select Review Period and Goal Status- Under Import & Validate, choose the appropriate Review Period and Goal Status based on which you want to upload the employees’ goal data.


 

The available Goal Status options are:

  • Approved

  • Yet to Submit

  • Pending


Select the respective status based on your requirement.


4. Upload and Validate the File


Click Choose File to browse and select the updated Excel file from your system, then click Open.
After selecting the file, click Import & Validate.
The system will validate the uploaded goal data and display the results once validation is complete.

  • You can view the total number of successfully validated records and the total number of error records.

  • If errors are found, download the error file, correct the issues in Excel, and re-upload the file for validation again.


5.Finalize the Upload-As a final step, click Start to upload the validated goal data into the system. 


If you require assistance on importing the goals for the employees, kindly reach us out at support@synergita.com


PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.