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Import Performance Objectives in Bulk

This article explains how to import performance objectives for many employees at once using the bulk import Excel template.

 Audience & Scope
  • Audience: HR Admin
  • Module: Performance Appraisal
  • Country: Global
  • Prerequisites: Access to HR Lounge > Employee Management; an open performance cycle
  • Feature available on: Web
  • When to use this article: HR Admin wants to import or upload performance objectives for many employees at once instead of keying them into every profile.
Step-by-Step Instructions
  1. Navigate to HR Lounge > Employee Management > Bulk import/export.
  2. Select Performance objectives.
  3. Click Download the template.
  4. Fill in the objectives in the Excel file. Use the date format yyyy-mm-dd (e.g. 2021-03-28).
  5. Upload the file back — the system updates every employee from the file.
Common Issues / FAQ
  • Q: Can I update or edit existing objectives with the import?
    A: No — the import can only create new objectives.
  • Q: Who will the imported objectives apply to?
    A: You choose the scope in the template: All (all departments), Department (a specific department), or Employee (a specific employee).
  • Q: Why can't I import objectives right now?
    A: Objectives can only be imported while the current cycle is open. Imported objectives are applied to the current cycle with the status PENDING.