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:
Contact the Customer Support team at cs@xto10x.com to setup bulk update on PeopleCues
Prepare a google sheet in desired format (choose one from the options below)
Share the link to google sheet making sure that sure that it is accessible
Share the time and frequency of updates with the CS team
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:
Objective ID, Metric Value
Owner Email ID, Metric Name, Metric Value
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. |
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 cs@xto10x.com to setup the bulk update of objectives for your organization on PeopleCues.
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