The Import Achieved Targets feature allows HR Admins to upload employees’ achieved results in bulk against their predefined goals in the Performance Management System (PMS). This ensures that all goal achievements are accurately recorded and up to date for performance evaluation.



STEPS TO UPLOAD ACHIEVED TARGETS



STEP 1: DOWNLOADING TEMPLATE AND FILLING DATA



1) Navigate to Admin → Import/Export from the menu bar.


2) Click Import Employee Achieved Target and download the template.







3) Fill in the required details in the downloaded template, including:



  • Employee Name and Employee Number - Input the employee details for whom the achieved target is being uploaded.


  • Section Name - The specific section or KRA group the goals belongs to. 


  • Goal Name - The exact goal name as defined in the system for the respective review period


  • Achieved Target - The actual result achieved by the employee. 


  • Achieved On - Indicates the timeline (Annual, Q1, Q2, etc.) based on the review period setup. 


  • Score - Score for the individual KRA (if applicable).


  • Allow editing of score in Provide Feedback [Value: Yes/No] - Define whether the uploaded score can be modified during feedback review by the employees/managers.





STEP 2: IMPORT & VALIDATE


  • Choose the appropriate Review Period and Relationship (upload the same file for Self separately and Manager separately).


  • Upload the file to validate the data.


The system will validate the file and display a success message if all values are correct. If any validation errors are found, an error file can be downloaded to review, correct the main upload file, and re-upload the data.




STEP 3: UPLOAD


  • Once the data is validated, click Start to store the metrics in the review process forms.





Note : 

  • Ensure all achieved targets are uploaded before initiating the review cycle. Achieved targets cannot be uploaded once the cycle has started.
  • Once the review cycle is initiated, no changes can be made to the achieved targets—either through upload or manual entry.





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.