Import individual goals in bulk

People with permission to create goals in bulk, like Admins and custom permissions groups granted permission, can also import goals data from an external source to Bob.

FYI: Access to this capability is managed by your company's Admin. If you do not have access and believe you should reach out to them.

Get the most out of Bob

  • Import goals previously hosted outside of Bob into Bob so you can record, monitor, and expand previous, current, and future goals.
  • Our unified import area centralizes the imports you can complete in Bob, with templates to prepare your data and data validation to import your data successfully.

How to prepare the spreadsheet for goals import

  1. From the main menu, select Settings > Import.
  2. From the Add people’s goals section, click Get template to download the template for your data.
  3. Enter an email as the employee identifier.
  4. Enter the goal objective, which is the goal name.
  5. Enter whether the goal status is On track, Off track, Completed, Incomplete, or Other.
  6. Enter the goal’s visibility.
    • Personal: The goal will be visible to people with specific roles, e.g., your manager, per the permissions set in your company.
    • Shared: The goal will be visible to people in your organization per the permissions set in your company.
  7. Enter a description to elaborate on the goal objective (optional).
  8. Enter a Department or Company if the goal is aligned with an existing department or company goal (optional).
  9. Enter a time frame for the goal progress.
    • Previous quarter
    • This quarter
    • This half
    • Next quarter
    • Previous year
    • This year
    • Next year
    • Custom date range
  10. Enter a start date and end date for the date range in the date format according to the site settings (optional). To learn more about date frames for sites, see Add a site.
  11. Enter tags to add another layer of organization to your goals (optional). You can group goals with tags according to topics, such as task management or leadership, allowing you to sort and filter your goals according to tags.
  12. Enter Key results, progress values, currency targets, and numeric targets, if applicable, to connect measurable objectives to the goal. Repeat as necessary (with up to 50 key results).

How to import goals in bulk

  1. From the main menu, select Settings > Import.
  2. From the Add people’s goals section, click Import when your spreadsheet is prepared.
  3. Choose your upload method:
    • Click Upload data file to select your file, then click Done.
    • Drag and drop your file to upload your completed spreadsheet, then click Done.
    • Select from your uploaded files to upload an existing file from the Import drive, then click Continue.
  4. If your file has multiple sheets, select the sheet you'd like to upload data from in the dropdown menu.
  5. Click Next.
    Your data will be validated.
  6. If there were errors in your spreadsheet, click Download and fix to correct the errors detailed in the spreadsheet, then re-upload your data.
  7. Once your data is validated, click Next to import the data.
    Your data will be imported. Please feel free to leave the platform while the import is in progress. You'll receive an email when the import is complete.
  8. When the import is complete, click Back to import page to continue with other imports or click Submit a support ticket if your data cannot be successfully imported.
    Your goals are imported into the system and can be viewed in Talent > Goals > My goals and People’s goals.

Now that goals are imported, you can create individual goals, review goals, and check in and close goals as you or your employees progress.

How to set up permissions to import goals

Admins can import goals but may want to allow custom permission groups, like your site-specific HRBPs, to import individual goals from another system or source.

  1. From the left menu, select Settings > Permission groups.
  2. Select the group you'd like to manage.
  3. Click Edit permissions.
  4. From the Features tab, section, select Settings > Import.
  5. Mark or unmark the checkbox to enable or disable Create employee goals using bulk import.
  6. Click Save when you're finished adding or removing permissions, then click Apply after reviewing the summary of changes.