You can bulk upload multiple goals using the goals importer in Buk. The system supports two modes: full upload and partial upload, depending on your needs.

Step by step

[On the web platform]

1. Go to the moduleInformationand select the sectionImporters.
2. Within the categories, chooseTalentand thenGoals (Importer).
3. Click onStart Processto start a new upload.
4. Read the instructions that appear in the pop-up window.
5. By default, the system performs afull upload.
   • (Optional) If you want to do apartial upload, check thecheckbox"Allow partial upload".
   • (Optional) If you want to replace goals on the platform, check thecheckboxOverwrite goals.
6. Download the template by clicking onDownload template. The file contains three sheets:
   • Instructions:Explains how to fill out each sheet.
   • Upload Goals:Enter the goals. Fill in fields such as document number, record code, category, description, weight (0 to 100) and end date.
   • Configure Category Weights:Define the weight of each category for each employee.
7. Complete the template as appropriate for the selected mode (full or partial).
8. Back on the platform, select the period in which you want to upload the goals.
9. Click onUpload templateto upload the file and finish the process.

Considerations or Limitations

• Full upload:The sum of the weights of each employee's goals, by category, must be exactly 100%.
• Partial upload:You can add goals on an ad hoc basis. It is not mandatory that the sum of the weights be 100%, but the sum of weights cannot exceed 100%.
• Both options can be selected at the same time "Allow partial upload" and "Overwrite goals". In that case, all goals on the platform will be overwrittenand it will not be validated that the weights sum to 100%.
• Carefully review the data before uploading the file to avoid formatting errors.
• Only users with administrator permissions can access the goals importer.

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🤖 This article was translated using artificial intelligence. View original article.