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How to Bulk Update Goals, Edit Goals, and Close Goals

Article author
Learning Center Mekari
  • Updated

In Goals in Talenta Performance Management, you can update and close Goals in bulk (bulk) to make your work easier. Before learning this guide, you can learn how to update individual goals here.

A. How to Update Goals in Bulk

Follow the steps below to update goals in bulk.

  1. Go to one of the menus in Goals: Individual, Team, Organization, or Company. As an example, this guide uses the Individual option in the Goals section.

  2. Check the goals that you want to update. The “Actions” button will appear; then click Update selected goals.

    Important
    Bulk updates cannot be performed if attachments are mandatory for this goals category (mandatory). This setting for the access can only be configured by a Super Admin/Admin. Learn how to set mandatory attachments here.

  3. Then, download the template provided by Talenta.

  4. The downloaded template will look like this. Update the data as needed, then save the file.
    2BUGOALS2.png

    - Progress: Enter the progress to be updated according to the progress measure. For example, if your progress measure is Rp, enter 4000000 (without punctuation).
    - Type: Enter the progress type: 1. on track or 2. off track. On Tracking indicates that the progress of the goals is still in line with the specified milestone, while Off Tracking indicates that the progress of the goals is not in line with the specified milestone. For example, if your goals are still on track, enter the number 1.
    - Status: Enter the status of your goal: 1. ongoing or 2. closed. On Going is the status for goals that are not yet complete, while Closed is the status for goals that have been completed in terms of either time or target. For example, if the goal is still ongoing, enter the number 1.
    - Effective date: Enter the effective date of the goal update.

  5. Then, return to your Talenta page and click “Choose File” to upload the template with the updated data. Then, click “Submit”. The goals will be updated.

B. How to Edit Goals in Bulk

  1. On the Goals page you selected, check the goals that you want to edit. The “Actions” button will appear; then click Edit selected goals.

    You can also change goals in bulk by clicking "Actions", then clicking Bulk edit goal. However, with this method, you are required to have already created the Excel template.

  2. Then, click the template displayed at the top of the pop-up in the Download tab to download the template provided by Talenta.

  3. The downloaded template will look like this. Update the data as needed, then save the file. 
    3BUGOALS2.png

    Columns marked with an asterisk are required.

  4. Then, return to your Talenta page and click “Browse” or drag and drop the file to upload the template with the updated data. Then, click “Import”. The goal details will change.

C. How to Close Goals in Bulk

  1. On the Goals page, check the goals that you want to close. The “Actions” button will appear; then click Close selected goals.

  2. The following pop-up will appear. Click “Close goals” to close all the selected goals in bulk.
    5BUGOALS.png

    After the goals are closed, you cannot update or edit their progress again.

This concludes the guide on how to bulk update goals in Talenta. To learn how to create new goals, click here.