Assigning targets to people
Use the bulk upload option to assign targets to people. Unless targets are assigned to people, their achievements can't be logged.
Target assignments work in two ways:
|Team target||Individual target|
|A team target is an aggregation of the achievements of everyone down the reporting hierarchy of a manager, including the manager. It can only be assigned to a manager.||An individual target reckons the achievements of only one person.|
Before you begin
- Make sure your role has the permission to upload the assignment data. See Enabling goals.
- Get the following codes from the Vymo administrator:
- Goal codes for the targets you're assigning. If you are an administrator, you can see the goal codes at Customize > Global Settings > Goal Definitions (show me where).
- User IDs of the people you're assigning the targets to. If you're an administrator, you can see the user IDs on the list at Settings > Manager Users.
- Download the template for assignments:
- Log in to the Vymo web app.
- Click Goal Management > Bulk Upload > Upload Goals. Then, click Download Template.
- Save the file on your computer as a
.xlsxfile (show me how).
If you save a
.csvfile on your computer, and open it through Microsoft Excel, the dates are automatically changed to a different format, which results in the file being rejected on upload. Therefore, do not open the
.csvfile on your computer. Upload the file to Google Drive (where formatting is preserved) and work on it there.
If a manager must be assigned an individual goal, their goal code is different from the goal code for their teams.
Specify target upload permissions
- Log in to Vymo web app.
- Go to Customize > Global Settings > Goals Management.
- Enable Self Target Assignement checkbox allows you as a user to not only upload targets for your team members but also for yourself. Select the checkbox to enable uploading a target for yourself, clear the checkbox to disable the possibility of uploading a target for yourself.
- Using the dropdown under each configured role, select the goals for which the role can upload or assign targets.
- In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
- Click Create a UAT release. Specify the release details and make sure to enter your own email ID because that's where you receive a one-time password (OTP) to continue with the process. Click Proceed.
- Enter the OTP you received in the email, and click Submit. Wait for a while till you see a confirmation message saying the process is complete.
- To see the changes, log out and log in again.
You can map goals to roles only if you have configured roles. You won't find dropdown for roles that are not configured. See how to configure roles.
- Load the downloaded template with data. Make sure of the following things:
- The ID column contains the row number, for example, 1, 2.
- The User ID column isn't empty. It's a required column, and targets assignment fails if this column is left empty. If a more than one target must be assigned to a person, create separate rows for each target, with the same user name and user ID.
- The User Name column is optional, but it's good practice to include the user name.
- The values in the goal code and goal name columns already exist as goal definitions.
- The value for frequency type is one, and only one, of the following:
- The start and end dates are in the YYYY-MM-DD format.
- For a yearly goal, the start date is Jan 1, for monthly goals, the start date is the 1st of the month, and for quarterly goals, the start date is the 1st of the quarter. For weekly goals, the start date should be on a Monday.
- The end date is N + 1 with reference to the start date. For example, if the goals frequency is monthly, and the start date is 1989-11-09, the end date should be 1989-12-09.
- The goal value is an integer.
- The status is
- The file is saved as a
- Log in to the Vymo web app.
- Click Goals Management > Bulk Upload > Upload Goals.
- Select the file you created. Make sure the file is a
.xlsxfile. Click Upload.
- Wait for the file to be uploaded. When the process in over, it's listed on the Upload History page, together with the Job ID and status.
Verify that the upload process was completed without any error by clicking the row containing the job details. If the upload process was successful, you see an image like this:
The message contains details of the upload action and links to the source file and summary file. If the upload is successful, the summary file contains four additional value pairs:
vymo upload message,
vymo upload status, and
After the targets are assigned, they're displayed on the mobile app for the users to whom they've been assigned.
An upload might fail for several reasons. Here are some things to review:
- The goal code and name pair must be correct. Verify at Customize > Global Settings > Goal Definitions.
- The values in the
Frequencycolumn should be the same as the frequency mentioned in the goal definition. Verify at Customize > Global Settings > Goal Definitions.
- If there are duplicate entries in the file, these entries remain unprocessed as the rest of the file is successfully uploaded.
- In the upload file, entries with the same
Frequencyare considered duplicate and hence aren't processed. It's not processed even if the
Goal Start Dateand
Goal Start Dateare different for these entries. For example, if a goal's frequency is monthly, and goal assignments of a person with user ID Alice is being uploaded, the same file can't have an entry for Alice for March 2021 and another for April 2021 for the same goal.
The following video shows how to download the template to use for uploading achievements.
Goals system support three decimal places. If any value more than three decimal places passes through assignment and achievement upload, the value is reduced to three decimal places. When 29.29432 is passed as target value, the system sets the target value as 29.294