Bulk creating objectives – Pl

This article will show you how to create objectives in bulk for a group of users defined by role profile, department, location and any bespoke employee fields that have been set up.

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Please note that when creating objectives in bulk, you can only use firm strategic plans that allow all employees to align objectives to them. So the alignment setting in the firm strategic plan should be set as below -

To access the ‘bulk add objectives’ tool, select ‘tools’ (1) from the menu on the left hand side of the admin dashboard, then click the ‘view’ button on the ‘bulk add objectives’ card (2).

This will bring up the ‘bulk add objectives’ screen.

First select the employee filters - role profile, department, location and bespoke employee fields (1) then click on the green ‘filter’ button (2).

The filtered list of users will appear. Select those who should get the objectives (3) then click on the ‘draft objectives’ button (4).

Select the firm strategic plan for the objective (5) then fill in the name, description and the rest of the fields (6) – the fields shown depend on which firm strategic plan was selected.

Scroll down the page and fill in all the fields for the objective then click the green ‘create objective’ button at the bottom.

The bulk objectives are now created for the selected users.