Bulk uploading objectives
If you have existing objectives that you would like to upload into Access Employee Performance the bulk upload feature will allow you to do this by following the steps below.
Open Access Employee Performance from the Workspace nine dot menu.
Select the Data Import tab.
Click Download Template to get an empty copy of the upload template.
Enter company objectives, personal objectives and key measures into the spreadsheet.
Drag and drop the template into the Upload Complete Template area.
Click Upload.
Tips for bulk upload
Each column in the template has a comment in the top cell to tell you:
What the column is for.
Any validation for the column.
Whether filling out the column is required or optional.
Employee Workspace Ids can be found by doing an export from Members (this needs to be done by a Workspace admin).
The Objective and key measure ids do not need to correspond to the system, they will be used during the upload for validation and to create the relationships between personal objectives and the associated company objectives and key measures.
Each employee objective must have a company objective associated with it using the AlignedToCompanyObjective column.
Each key measure must belong to a valid objective in the Employee Objectives sheet using the ObjectiveId column.
An employee objective can have zero or more key measure assigned to it.