If you are responsible for updating a lot of Goals on behalf of your team, you’re gonna love this. You could go to each individual’s Employee Dashboard and update all the objectives that individual has inherited. You could update the target value for individual, role, and team-scoped Goals individually. Or, you could do the whole thing in one place.
Just go to Administration >> Mass Update.
The first page you see will be all the Individual Goals for the users who report to you or to those below you. You can edit most things from this view as well as sort by name, objective category, and description. Use the search box at the top-right to filter as you type. On the right, you can change the pagination from 25 to either 50 or 100 rows per page.
Just below the page title, you’ll find three dropdowns. These allow you to drill down further into the kind of objectives you want to update in mass.
- Individual dropdown allows you to show all the Individual Goals for the chosen user.
- Role dropdown allows you to view a table of all the Goals scoped to a particular role, if you have any.
- Team dropdown let’s you view all the Team-scoped Goals, if you have any.
You may notice that most of the fields on Role and Team objectives are not editable from this view. That’s for a good but overly technical reason. Suffice it to say that you can still update in mass the values (the current number an employee has achieved towards their goal).
If you needed to change the Goals(the number they are trying to achieve), you would change that in the Administration >> Manage Goals screen. From there, it would update that value for all users in that role or team anyway–so it’s kind of already bulk updated.
Make any and all the changes you need to here and click the green Save Changes button at the bottom of the page.
Upload Objective data from a CSV
You can also update the values of Goals using a CSV. Here’s how to Bulk Upload Goals.
