Bulk Update of Objectives

The bulk update feature provides you the ability to update multiple objectives on PeopleCues from a google sheet in one go.

Why?

Every company maintains a dashboard tracking their objectives. Manually updating the Objective progress from dashboard to PeopleCues is a tedious process. This feature is built to automate this process.

Workflow:

1. Contact the Customer Support team at [e-mail] to setup bulk update on PeopleCues

2. Prepare a google sheet in desired format (choose one from the options below)

3. Share the link to google sheet making sure that sure that it is accessible

4. Share the time and frequency of updates with the CS team

5. After every run, the client will receive an email describing the status of the run

Preparing a google sheet for bulk update:

In order to bulk update google a google sheet has to be linked, the cron will run on this google sheet and update the respective objectives. The google sheet can be prepared in three formats with following mandatory columns:

1. Objective ID, Metric Value

2. Owner Email ID, Metric Name, Metric Value

3. Owner Email ID, Objective Title, Metric Value

In addition to these mandatory columns the user also has the ability to give some optional columns: Check-in Date, Status, Check-in Comments.

The title and value of columns are case insensitive which means that we support both Metric Value and meTriC vAluE as valid titles.

• Objective ID: Unique ID assigned by the system to any new objective. This contains alphabets, numbers and hyphen.

• Owner Email ID: The email ID of the user to which the objective has been assigned.

• Metric Name: The name of the metric being tracked in the objective.

• Objective Title: The title of the objective is a phrase describing the purpose of objective.

• Metric Value: Metric Value is the current value of the metric being tracked in the objective. This value can be numbers or decimals.

• Check-in Date: Check-in Date should be of the format YYYY-MM-DD. If check-in date is not available the default check-in date is the date of bulk update.

• Status: Status can take values among: Not Started, Off Track, On Track, Dropped, Achieved, Not Achieved.

• Check-in Comments: Check-in Comments are used to describe the attributes of check-in like how was the check-in achieved and other miscellaneous things about check-in. It has a limit of 2000 characters.

Objectives eligible for Update:

The objectives should have a defined metric. Annual goal objectives are not eligible for update. Objectives which are integrated with other systems like JIRA, Auto roll-up are not eligible for update.

Email:

Once the cron run is done, you will receive an email with a CSV file detailing the list of objectives that failed during the cron run. If no objective could be updated due to sheet accessibility problems then you will not receive an email. Following is an exhaustive list of errors you can find in the CSV file:

Error	Error Statements
Format of Check-in Date is wrong INVALID_CHECK_IN_DATE	The value of Check -in Date is not in prescribed format, please make sure you write the value of Check-in Date in YYYY/MM/DD
No match found for Objective ID OBJECTIVE_NOT_FOUND	The Objective ID has no match in the objectives, please check and provide the correct Objective ID
No match found for Owner Email ID INVALID_EMAIL_VALUE	The Owner Email ID has no match in the objectives, please check and provide the correct Owner Email ID
Junk Row: Metric Value is not valid. It is not a number or a decimal INVALID_METRIC_VALUE	The metric value is not a number or decimal, please make sure that metric value is provided in the correct format.
Missing Mandatory Value	The value of ___ is missing, which is mandatory for bulk update. Please fill the value adhering to the prescribed format.
Missing Metric	The Objective ID provided has no defined metric and is not eligible for update. Please change the objective ID or add a metric to the current one.
Data not matching	This row has no matching data in the current objectives. Please check the row and update the values to match the objectives in the system.
MULTIPLE_OBJECTIVES_FOUND	This user has multiple objectives with this title. Please check and make changes accordingly.
CANNOT_DO_MANUAL_CHECK_IN_WHEN_AUTO_ROLLUP_IS_ON	This objective has auto rollup enabled which makes it ineligible for bulk update.
UNAUTHORIZED
STRATEGIC_CYCLE_OBJECTIVE	This objective is an annual objective and is ineligible for bulk update.
OBJECTIVE_NOT_VISIBLE	This objective is not accessible to the admin. Please change the visibility of the objective to make necessary changes.
INVALID_STATUS
CHECK_IN_DATE_OUT_OF_RANGE	The objective is not found within the range of check-in date provided.
INVALID_METRIC_NAME	The metric name provided does not exist for this user
USER_NOT_FOUND	This user does not exist within your organization on PeopleCues.
INVALID_OBJECTIVE_ID	The Objective ID provided is not in valid format. Please correct the format of Objective ID.

Email Format

Fallback Run

If some objectives fail during the cron run then a fallback run will be triggered by the tech team updating the rest of the objectives successfully.

How to get started?

Contact our CS team at [e-mail] to setup the bulk update of objectives for your organization on PeopleCues.