Uploading external achievements

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Preparation

Obtain Codes:

Goal Codes: Necessary to match the achievements with their respective goals.
User IDs: Required to specify to whom the achievements belong.

Check Goal Assignments:

Ensure that the goals have been assigned already; if not, you must do this first.

Download Template:

Log into the Vymo web app.
Navigate to Goals Bulk Upload and select 'Upload Achievements'.
Click 'Download Template' and save the file in either .csv or .xlsx format.

Important Notes

Do Not Open CSV in Excel: Opening a .csv file in Excel can reformat dates incorrectly. Instead, work on it via Google Sheets to maintain formatting.
Distinct Manager Codes: If uploading a manager's achievements, use the specific goal code for their targets, separate from the team targets.

Uploading the File

Complete the Template:

Fill in the user IDs, goal codes, and achievement data.
Ensure dates are in the correct format (YYYY-MM-DD).
Check that all required fields are accurately filled out.

Upload the File:

Return to the Goals Bulk Upload section in the Vymo web app.
Choose 'Upload Achievements'.
Select your completed template file.
Confirm upload and wait for the system to process the file.

Post-Upload

Verification:

After upload, the achievements should be reflected against the respective targets within the Vymo app.

Review Upload History:

To check the status of the upload or troubleshoot any issues, refer to the Upload History section.

Uploading Targets: Step-by-Step Guide

Step 1: Preparing the Template

ID Column: Ensure each row is numbered sequentially (e.g., 1, 2, ...).
User ID: This column must be filled as it's crucial for the assignment process. For multiple targets per person, replicate the user ID for each target.
User Name: Optional but recommended for clarity.
Goal Code and Name: Must match existing goal definitions.
Frequency Type: Choose only one from Daily, Weekly, Monthly, Quarterly, or Yearly.
Start and End Dates: Use the format YYYY-MM-DD, and align start dates with the frequency (e.g., 1st of the month for monthly goals).
End Date: Should be exactly one period after the start date (e.g., next month's same date for monthly goals).
Goal Value: Enter as an integer.
Status: Should be 'Enabled'.
File Format: Save as either .csv or .xlsx.

Uploading Achievements: Step-by-Step Guide

Step 1: Prepare the Data

Fill in the Template: Use the downloaded template to input your data.
ID Column: Sequential row numbers.
Dates: Use the YYYY-MM-DD format; the date should be when the target was achieved.
Achievement Value: Enter as a number or currency, depending on the metric.
Data Type: Specify whether the value is a Currency or Number.
Goal Type: Optional, can be Self or Team.
Status: Must be 'Enabled' for the upload to process correctly.
Save Format: The file should be saved as a .csv or an .xlsx file.

Step 2: Upload the File

Upload to Vymo: Log into the Vymo web app, navigate to Goals Bulk Upload, select 'Upload Achievements', and upload the prepared file.
Wait for the Process to Finish: Track the status on the Upload History page.

Step 3: Verify the Upload

Check Upload Status: Click on the relevant job in the Upload History to view details. Successful uploads display a summary with additional details.

goals self serve

Troubleshooting Common Issues

Frequency Mismatch: Ensure the frequency in the file matches the one in the goal definition.
Duplicate Entries: The system does not process duplicate entries for a goal-person pair within the same period.

Tips and Notes

Access to Dashboard: The target upload dashboard is typically for superuser roles. Extend access as needed.
Avoid Excel for CSV Editing: Use Google Sheets or a plain text editor instead.
Data Integrity: Double-check all information for accuracy before uploading.

Visual guides

How to download the templateWhere are the goal codesAchievement upload permission

The following video shows how to download the template to use for uploading achievements.

goal codes

Achievement upload permissions