In Talenta Performance's Goals section, you can update and close Goals in bulk to make work easier. Before studying this guide, you can learn how to update unit goals here.
A. How to Update Goals in Bulk
Follow these steps to update goals in bulk.
- Enter one of the menus on Goals Individual, Team, Organization, or Company. For example, this guide uses the individual option in the Goals section.
- Check which goals will be updated. Then, the "Actions" button will appear, then click "Bulk Update".
Bulk updates cannot be done if the attachment to the goals category is mandatory. These access settings can only be made by the Super Admin/Admin. Learn about how to set mandatory attachments here.
- Then, download the template provided by Talenta.
- The following shows the downloaded template. Update the necessary data then save the file.
- Progress: Fill in the progress that will be updated according to the progress measure, for example, if your progress measure is Rp, then fill in 4000000 (without punctuation).
- Type: Fill with the type of progress, whether 1. on track or 2. off track. Tracking is a marker that the progress of the goals is still by the specified milestones, while Tracking is a marker that the progress of the goals is not by the specified milestones. For example, if your goals are still on track, fill in number 1.
- Status: Fill in the status of your goal, whether 1. ongoing or 2. closed. On Going is a status for unfinished goals, meanwhile Closed is the status of goals that have been completed both in terms of time and targets. For example, if it is still ongoing, then fill in number 1.
- Effective date: Fill in the effective date of the update goals. - Then, return to your Talenta page and click "Choose File" to upload the updated template.
- Then, click "Submit". Then, the goals will be updated.
B. How to Edit Goals in Bulk
- On the Goals page that you have selected, tick which goals will be edited. Then, the "Actions" button will appear, then click "Bulk Edit".
- Then, download the template provided by Talenta.
- The following shows the downloaded template. Update the necessary data then save the file.
Fields marked with an asterisk are required to be filled in.
- Then, return to your Talenta page and click "Choose File" to upload the updated template.
- Then, click "Submit". Then, the goals will be updated.
C. How to Close Goals in Bulk
- On the Goals page, check which goals will be closed. Then, the "Actions" button will appear, then click "Bulk Close".
- Then, the following pop-up appears. Click "Close goals" to close all goals that have been checked in bulk.
After the goals are closed, the user cannot update and edit the progress again.
This is the guide on How to Bulk Update Goals on Talenta, to find out how to create new goals, click here .