You can import action realizations via Excel to quickly and easily update the goal status of multiple employees at once. This eliminates the need for manual data entry, helping you save time and update all records in a single step. Simply prepare your Excel file and follow the upload steps — that’s all!
Before uploading goal progress, the following articles may be helpful:
To upload action realizations via Excel, click the Options button in the relevant Performance Template and then select Import Action Realizations.
On the next page, you can download the Excel file where you can directly enter the existing goals/actions and their progress values by clicking the Download Action Realization List button.
The Excel file will look like this:
In the Progress Value column, you can enter the actual achieved value for the relevant goal/action.
For monetary goals/actions, enter the value without any currency symbol at the beginning or end.
For project-type goals/actions, the progress value must be entered as 0 or 100. Otherwise, the achieved values for these actions will not be updated.
Employees will see the latest uploaded realized values for their goals on their screens.
Once your Excel file is ready, select and upload it by clicking the Upload Action Realizations button.
After uploading the Excel file, the following import screen will appear.
At the bottom of the screen, you can view employees’ goals along with the values you uploaded from the Excel file.
If the values are correct, you can upload them to the system by clicking the Start button.
Once the upload is completed, you will receive a notification email about the process.
You can upload the Action Realizations Excel file to the system multiple times.