You can modify goals in bulk in Buk using the goals importer in the Performance Management module. You only need to download the template, edit the data, and re-upload the file.
Step by step
- In the left menu, click on "Information".
- Select the "Importers" section and then "Importers" again.
- Choose the "Talent" category and select "Goals (Modifier)".
- Select the period of the goals you want to modify.
- Choose the fields you want to update.
- Click on "Download template" to get the Excel template.
- Edit the information in the Excel file according to the changes you need.
- Upload the modified file to apply the changes.
Considerations or Limitations
- The downloaded Excel file will include the selected fields as columns, along with the current information of the corresponding goals.
- You can only modify existing goals.
- If your user has area limits, only the goals you can modify according to that permission will appear.
- You must correctly select the period and the fields to modify.
- The file must keep the original format to avoid errors when uploading it.
- You must have importer permissions.
🤖 This article was translated using artificial intelligence. View original article.