Applicable Product:

• Talent Management: Performance

Applicable Release:

• 26.04 and up
   

Summary:  

In release 26.04, a new data processing script is available that allows you to upload goals in bulk. Goal properties can be passed through a CSV file upload or using runtime properties.

Note: The script can only add new goals. It does not support updating goal information.

Details: 

New Data Processing Script  

The new script is named AddGoaltoRepository.  Performance plan scripts are located by navigating to Administration Home > Performance Administration > Data Setup > Data Processing Scripts.

Fields Available for Import

The import supports fields in the Basics and Measurements tab of the goals. The following fields can be imported using the script.

Basics Tab:  

• Goal Title (required)
• Display Name (required)
• Description
• Year
• Default Decimals
• Type (must match an existing goal type)
• Category (must match an existing goal category)
• Reference Key

Measurement Tab: 

• Unit of Measure (must match an existing value)
• Unit Label
• Measure
• Dimension (required and must match the drop-down values)

Running the Script   

1. Go to Administration Home > Performance Administration > Data Setup > Data File Processing.
2. Click Add.
3. Configure the process, making sure to select Add Goal to Repository in the Processing Script field.