You can approve and activate multiple employees' goals at the same time from the Goals section or by using Buk's bulk import and modify tools. The importer is used to upload new goals and the modifier to update existing goals.

Step by step

Option 1: From the Goals section

1. In the left-hand menu go to Talent > Goals.
2. Select the goals you want to approve and/or activate.
3. Click the actions button and select Approve and/or Activate depending on what you need.

💡Remember that for Activation the goals must be Approved.

4. Confirm the action.

Option 2: Using the goals importer

If you haven't uploaded the goals yet, you can do so through the goals importer. From there you can upload them with status Approved and Active, or with the combination of statuses you need.

1. Go to Reporting > Importers.
2. Select the Goals importer
3. Click Start Process.
4. Download the template.
5. Complete the template with the new goals and define the status (Approved and/or Active).
6. Select the corresponding period.
7. Click Upload template to upload the goals.

Option 3: Using the goals modifier

If you already have the goals uploaded, you can modify their statuses using the goals modifier. From there you can change them to Approved and Active, or to the combinations of statuses you need.

1. Go to Reporting > Importers.
2. Select the Goals modifier
3. Click Start Process.
4. Select the fields you want to update (Approved and Active).
5. Select the period where the goals are.
6. Download the template.
7. Modify the template with the necessary changes.
8. Click Upload template to update the goals.

Considerations or Limitations

• To activate goals, they must be approved first.
• Only users with edit permissions for goals can perform these actions.
• The importer is used only to add new goals; the modifier is for editing existing ones.

🤖 This article was translated using artificial intelligence. View original article.