Uploading external achievements
To track the targets that live outside of the Vymo app, use the bulk upload option to log the numbers.
Before you begin
- Get the following codes from the Vymo administrator:
- Goal codes for the goals 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 goals to. If you're an administrator, you can see the user IDs on the list at Settings > Manager Users.
- Make sure that the goal assignments are already in place. If they aren't, this upload fails. To assign goals, see Assigning goals.
- Download the template for achievements:
- Log in to the Vymo web app.
- Click Goal Management > Bulk Upload > Upload Achievements. 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's individual contribution must be uploaded, 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 Achievement Upload checkbox allows you as a user to not only upload target achievements for your team members but also for yourself. Select the checkbox to enable uploading target achievement for yourself, clear the checkbox to disable the possibility of uploading target acheievement for yourself.
- Using the dropdown under each configured role, select the goals for which the role can upload target achievements.
- 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 which 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, and so on.
- The dates are in the YYYY-MM-DD format. The upload date is the date when the target was met.
- The achievement value is either a number or a currency value.
- The data type is either
- The goal type is either
Team( It is optional to fill in goal type).
- The status is
Enabled. The upload fails if the status is anything else.
- The file is saved as a
- Log in to the Vymo web app.
- Click Goals Management > Bulk Upload > Upload Achievements.
- 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 is 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
Target upload dashboard is available for super user roles and roles who report to super users. To enable target upload dashboard for other roles, you have to specify through target upload permissions.
An upload might fail for several reasons. Here are some things to review:
- The values in the
frequencycolumn should be the same as the frequency mentioned in the goal definition. Verify at Customize > Global Settings > Goal Definitions.
- The file cannot have more than one entry for a goal-person pair. If there are duplicate entries in the file, these entries remain unprocessed as the rest of the file is successfully uploaded.
- In the achievements upload file, entries with the same
Frequencyare not considered duplicate as long as the
Goal Start Dateand
Goal End Dateis different.
The following video shows how to download the template to use for uploading achievements.