Add goals in bulk for employees in greytHR

Updated in November- 2025  | Subscribe to watch greytHR how-to video

Adding goals for your employees sets clear expectations and helps track their progress. 

But imagine having to add multiple goals for your employees one by one! Doing this manually can be time-consuming and prone to errors, making the whole process inefficient. 

With greytHR, both admins and managers can easily add multiple goals in bulk for the respective employees, eliminating the hassle of manual entry.

Add multiple goals in bulk for the employees

Adding multiple goals in greytHR is quick and easy with the Goals Bulk Upload feature.

1. From your greyHR Admin portal, hover over the 9 dots and select Performance Management > Goal Plans. 

2. Choose a goal, click View Details, and select Bulk Upload—this opens a new tab. 

3. Select Goals from the Importer Type drop-down.  A table appears, showing field names and descriptions as a reference for your Excel file.

4. Download the sample file, fill in the required data with reference to the selected goal plan, and upload it.

5. The Map Fields step ensures correct column mapping. If names match the sample file, they auto-map; otherwise, you need to manually map them. Additionally, employee numbers will be validated during this step. 

6. In the next step, Summary, you can review your file before uploading. If there are no errors, the file will be uploaded automatically. If there are any mismatches or errors found, the system will display them, allowing you to download an error file with only the incorrect entries for easy corrections.

 7. Once you have made the corrections and re-uploaded the file, click Import to complete the process.

 With the introduction of the PMS Library, you can import multiple goal groups or 360° feedback question categories in bulk.

Upload multiple goal groups or 360° feedback question categories in bulk in greytHR

Adding multiple goal groups in bulk

To add multiple goal groups in bulk, click the Import option. Select Goals Library, Download the sample file, fill in the required data, and upload it to complete the process.

Adding 360° feedback question categories in bulk

To add multiple 360° feedback question categories, click the Import option, select 360 Feedback Library, Download the sample file, fill in the required data, and upload it.  

Bulk upload of multiple employee goals by managers

To allow managers to upload multiple goals for employees, enable the Excel Importers V2 feature.

1. From the greytHR Admin portal go to Settings > User Administration > User > User Roles.

2. Select the manager’s user card and click the Edit icon. 

3. From the Category dropdown, choose Excel Importers V2.

4. The Goals Bulk Upload option will appear—select both Read Access and Write Access, then save the changes.

Once enabled, the managers can see the Excel Importer feature in their greytHR ESS portal under the Control Panel. 

📌Note: They can also view the history of imports done. If there are any errors while uploading the file, they can view and download it using the Import Log option.

Frequently Asked Questions:

What is the purpose of adding goals in bulk in greytHR?

Adding goals in bulk helps admins and managers assign multiple goals to employees quickly, reducing manual effort and eliminating errors that may occur when entering goals one by one.

Who can add goals in bulk in greytHR?

Both admins and managers can add goals in bulk.
However, managers must be given access to the Excel Importers V2 feature, while admins have bulk upload access by default.

How can an admin add multiple goals in bulk for employees?

To add multiple goals in bulk for employees, the admins can use the Goals Bulk Upload option.
From the greytHR admin portal, hover over the 9 dots and go to Performance Management > Goal Plans.

1. Select the required goal plan and click View Details.

2. Click Bulk Upload—a new tab opens.

3. From the Importer Type dropdown, select Goals.

4. Download the sample Excel file shown in the reference table.

5. Enter employee and goal details based on the chosen goal plan.

6. Upload the file.

What happens during the field mapping step in bulk upload?

During the Map Fields step:

• The system auto-maps columns if your file uses the same names as the sample file.

• If names differ, you must manually map the columns.

• Employee numbers are validated to ensure accuracy.

This step ensures the uploaded data is aligned correctly.

How does the Summary step help before completing the bulk upload?

The Summary step displays:

• All uploaded data

• Any mismatches or errors

If no errors are found, the file is uploaded automatically.
If errors exist, the system generates an error file with only the incorrect entries for easy correction and re-upload.

What can admins do if the bulk upload shows errors?

If errors appear:

1. Download the error file.

2. Fix the incorrect entries.

3. Re-upload the corrected file.

4. Click Import to complete the process.

Only the corrected rows need to be uploaded again.

Can admins upload multiple goal groups in bulk?

Yes. The admins can upload multiple goal groups in bulk.
To upload goal groups in bulk:

1. Click Import within the PMS Library.

2. Select Goals Library.

3. Download the sample file and fill in the required data.

4. Upload the file to add multiple goal groups at once.

Can admins upload multiple 360° feedback question categories in bulk?

Yes. The admins can upload multiple 360° feedback question categories in bulk.
To add 360° feedback question categories in bulk:

1. Click Import.

2. Select 360 Feedback Library.

3. Download the sample file, fill in the required information, and upload it.

This allows easy setup of large feedback structures.

How can a manager upload multiple goals for employees?

Managers can upload multiple goals only when the Excel Importers V2 feature is enabled for them.

Steps:

1. Go to Settings > User Administration > User > User Roles.

2. Open the manager’s user card → Click Edit.

3. From the Category dropdown, select Excel Importers V2.

4. Enable Read Access and Write Access for Goals Bulk Upload.

5. Save the changes.

Once enabled, managers can see Excel Importer in their ESS portal under Control Panel.

Where can managers see their bulk upload history?

Managers can view:

• Previous uploads

• Status of each import

• Error logs

This is available under the Import Log section in the ESS portal once access is granted.

What should a manager do if errors appear in their bulk upload file?

Managers can:

1. Download the error file from the Import Log.

2. Correct the entries.

3. Re-upload the corrected file through the Excel Importer.

What types of data can be imported using PMS Library bulk upload?

Using the PMS Library, you can import:

• Multiple goal groups

• Multiple 360° feedback categories

Other related links:

• Create goal plans

• Manage goal plans

• Fast-track your performance management setup with greytHR

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