Bulk Update of Objectives
The Bulk Update feature lets you update multiple objectives on PeopleCues at once using a Google Sheet.
Why Use Bulk Update?
Most companies maintain dashboards to track their objectives. Manually updating objective progress from your dashboard to PeopleCues can be time-consuming and error-prone. This feature automates the process, saving time and reducing manual work.
How It Works
Contact Customer Support: Email [email protected] to set up the bulk update feature.
Prepare Your Google Sheet: Choose one of the supported formats (see below).
Share the Sheet: Ensure the link is accessible to the PeopleCues team.
Specify Update Schedule: Share your desired time and frequency of updates with the CS team.
Receive Status Emails: After each run, you’ll receive an email detailing the status of the update.
Preparing a google sheet for bulk update:
Preparing Your Google Sheet
PeopleCues will run an automated cron job on the linked Google Sheet to update objectives. You can choose one of the following three formats. Each requires specific mandatory columns:
Format 1
Objective ID, Metric Value
Format 2
Owner Email ID, Metric Name, Metric Value
Format 3
Owner Email ID, Objective Title, Metric Value
You can also include optional columns:
Check-in Date
Status
Check-in Comments
Column Rules
Column titles are case-insensitive.
Data types and formats must follow the specifications below:
Objective ID
Unique ID assigned by the system to each objective (contains letters, numbers, and hyphens).
Owner Email ID
Email of the user assigned to the objective.
Metric Name
The metric being tracked in the objective.
Objective Title
Short description or name of the objective.
Metric Value
Current value of the tracked metric (numbers or decimals).
Check-in Date
Date of the check-in in YYYY-MM-DD format. Defaults to the bulk update date if left blank.
Status
One of: Not Started, Off Track, On Track, Dropped, Achieved, Not Achieved.
Check-in Comments
Notes about the check-in (limit: 2000 characters).
Objectives Eligible for Bulk Update
Only objectives with a defined metric are eligible.
Annual goal objectives cannot be updated via bulk update.
Objectives integrated with systems like JIRA or Auto Roll-Up are not eligible.
Status Email & Error Handling
After each cron run, you’ll receive an email with a CSV file listing any objectives that failed to update.
If no objectives were updated due to sheet accessibility issues, you will not receive an email.
If some objectives fail, the tech team triggers a fallback run to update the remaining objectives.
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.
Last updated