In this article you will find detailed instructions on how to assign objectives to employees, either individually from each person’s profile or via a bulk upload using Excel templates. The steps for each option, the required fields, and how to correct errors that may occur during the process are explained. In addition, the use of the bulk modifier to update already created objectives is covered.

Scope and Limitations:

The ability to upload objectives will be available to users with administrative roles, direct supervisors and employees, according to previously selected configurations. However, it is important to note that this article focuses exclusively on the objective upload process aimed at module administrators.

To be able to upload objectives to employees both in bulk and individually, you must have an administrator profile or a custom profile with permissions for employees, objectives and importers.

Considerations about this article

In this article we refer to “Objetivos” as the goals employees must achieve. We know that other platforms commonly use terms like “Metas,” and that on our platform the name may vary depending on each organization’s configuration. However, for the purposes of this article, we will consistently use the term “Objetivos” to refer to this concept.

Individual Objective Upload

To assign an objective individually, first access the employee’s profile using the search. Once inside, go to the "Talento" section and select the "Objetivos" tab. Then choose the corresponding period from the period selector. You can review objectives assigned in previous periods and manage those for the current period (as long as it is open).

To create a new objective, click the button"Create". A window will open where you must complete the following fields:

• Objective name: Required
• Period: Select the objective period
• Goal: Define the goal to be achieved.
• Indicator: Specify the indicators that will be used to measure the objective’s progress.
• Category: Enter the objective’s category (required).
• End date: Set an objective end date as a reference.
• Weight: Indicates the relative importance of the objective within the selected category; remember that the sum of weights within a category must be 100%.
• Progress Scale: To determine the calculation methodology of the scale.
• Progress achieved: From this field you can record the progress made toward achieving the objective; you may leave it blank when creating it and update it during the period as needed.

In addition, you can configure the following options:

• Notify objective to the employee: An email will be automatically sent to the employee when the objective is created to inform them of its assignment.
• Allow employee to edit their progress: Employees will be able to modify and update their progress toward achieving the objective directly from their profile.
• Activate the objective: It is important to activate objectives so they can be included and measured in a performance evaluation

Assigning Category Weights

Once objectives have been created within the different categories, you can assign weights to each to calculate the accumulated progress chart. To do this, go to the "Objetivos" section within the employee’s profile and click "Peso de categorías".

A window will open where you can modify the weights assigned to the different objective categories, remembering that the total must add up to 100%.

Bulk Upload of Objectives:

The bulk upload of objectives has 2 modes:

1. Full upload: This mode is used when you want to upload the complete set of objectives for a period. In this case, thesum of the weightsof each employee’s objectives, by category, must be100%.
2. Partial upload:This mode allows you to add objectives on a case-by-case basis, without needing to upload the total objectives for the period. When using this option,it will not be validated that the sum of the weights completes 100%; however, it will be validated that the sum of the weights does not exceed 100%.

You can import objectives in bulk using Excel templates. To access this option, go to the"Information"module, select the"Importers"section and then again select"Importers". Within the available categories, choose"Talent"and then"Objectives (Importer)".

When you enter the importer, you will see a table with theUpload historyof uploads performed, where each row represents a distinct upload. From this view you can download files you uploaded previously or manage a new upload.

• If you want to reuse a file from a previous upload for a new bulk upload, you can copy the relevant data, update the 'Period' field (if necessary) and ensure that the required fields match the current template configuration before re-uploading it.

To start a new upload, click"Start Process". This button will open a window with the instructions to follow for uploading objectives.

In the importer window,select the periodin which you want to enter the objectives.

By default, the system assumes thefull objectives upload. If you want to perform apartial upload, you must select thecheckbox“Partial objectives upload”. If you do not check this option, the system will assume you want to perform a full upload.

Then, you must download the Excel template from the"Download template"

button.The downloaded Excel template containsthree sheets

. Fields marked with an asterisk * are required.

Instructions (Sheet 1)

• Includes detailed explanations on how to complete each sheet. It is organized by color:
• Light blue for the “Cargar Objetivos” sheet.

Gray for the “Configurar Peso Categorías” sheet. 

Upload Goals (Sheet 2)

• This sheet is where objectives are entered. The fields to complete are:Document Number*:
• Enter the Employee’s Document Number respecting the correct format and without spaces before or after.Profile Code*:
• Employee profile code.Category*:
• Type the name of the Objective Category exactly as shown in the examplesDescription*:
• Type the Objective nameObservations:
• Define the Objective indicator (e.g., Closing Rate per PM greater than 40 annual Outstanding: >40Goal:
• Define the Goal to achieve (e.g., 40)Progress:
• Range between 0 and 100Scale:
• Type the name of the Progress Scale. If you don’t have scales defined, the simple scale will be used.End date:
• The date format is DD-MM-YYYY e.g.: 30-01-2025Weight*:
• Range between 0 and 100Approved
• : Type Yes or NoActive:
• Type Yes or NoAllow Employee to edit their progress:
• Type Yes or No.Notify on objective creation:

Type Yes or No. Indicates whether you want both the employee and their supervisor to receive an email notification when a new objective is assigned to the employee.

After this last column, custom attributes may appear if the company has configured them. These additional fields will depend on each specific configuration.

Configure Category Weights (Sheet 3)

• Here you assign weights to categories. It contains the following fields to complete:Document Number*:
• Enter the Employee’s Document Number respecting the correct format and without spaces before or after.Profile Code*:
• Employee profile code.Category:
• Type the name of the Objective Category.Category weight:

Range between 0 and 100Keep in mind that some fields have default options depending on your platform configuration. For example, in our case, the "Category" field shows options such as Tecnología, Producto, Ownership, Equipo, Liderazgo or Proceso. However, theseare only examples

and may vary depending on each client’s configuration. For more details, consult the instructions sheet. Below is a sample image:👀Important:

Do not change the sheet names.Once both sheets are completed with the objectives information, return to the platform and click"Upload Template"

to upload the Excel file and complete the import process.

Overwrite objectives:If you need to replace objectives already existing in a period with new objectives, first select theperiodyou want to update and then check the“Overwrite objectives”

option. Next, download the template, edit it by deleting, modifying or adding the objectives you need and save the changes. The downloaded template will show all objectives already loaded in the platform for each employee.In addition, you cancheck both options at the same time"Allow partial upload"and"Overwrite objectives".In this case,only

• the objectives of the employees included in the template will be replaced, without affecting the other objectives, and the weights will not be validated to sum 100%.

For example, if the file contains only a document number, only that employee’s objectives will be overwritten.Finally, return to the platform and upload the newly completed template using the“Upload template”

button to complete the process.

Reviewing the bulk objectives upload:

After uploading the file, you will return to the upload history, where you can check the status of each upload, whether successful or with errors. It is important to keep in mind that an "error" status does not necessarily mean the entire document is incorrect; it may be due to one or more rows with specific issues.

To review errors, simply click the download button corresponding to the upload you want to examine. This will download a new version of the file in which rows with errors will be marked in red. In each of these rows, the last column will indicate the reason for the error, although only the first error detected per row will be shown.

You can correct the errors directly in that template or in the original one, ensuring they are removed before re-uploading. It is possible to upload the same file again after making the necessary corrections.

Once the upload has been successful, you will be able to view the objectives from the employee’s profile or from the Objectives module.
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🤖 This article was translated using artificial intelligence. View original article.