Managing goals efficiently is essential for HR teams and managers. With the bulk actions and improved table experience, you can delete multiple goals at once and import them in bulk, saving time and reducing manual work. This article explains how to use these capabilities.
Overview
The Goals module uses an updated table system that supports bulk actions and simplifies goal management. You can:
- Select and delete multiple goals at once (even across different pages)
- Import goals in bulk using a file
- View only selectable goals based on your permissions
When and why it should be used
Use this functionality when:
- You need to clean up multiple outdated or duplicate goals quickly
- You want to upload many goals at once instead of creating them manually
- You manage large teams and need a more efficient workflow
How to use
Bulk delete goals
- in your sidebar, go to Performance
- Access the Goals tab
- Select one or more goals using the checkboxes
- (Optional) Check the box on top to include all goals
- Click on Delete goals
- Review the confirmation message
- Confirm the deletion
Bulk import goals
- In your sidebar, go to Performance
- Access the Goals tab
- In the three dots icon (…) , click on Import goals
- Download the template file (if needed)
- Fill in the required goal data
- Upload the completed file
- Review any validation feedback per column
- Confirm the import
If some goals cannot be selected, you may not have permission to delete certain goals. Only goals you are allowed to delete will show a checkbox.
If the “Select all” option doesn’t include expected goals, make sure your filters are correctly applied. “Select all” works based on the current filtered view.
If import file fails or shows errors, check the file format and ensure all required fields are filled. Use the template provided to avoid formatting issues.
Tips and best practices
- Double-check selected goals before confirming deletion to avoid removing active or important goals
- Use the import template to ensure your data is correctly formatted
- Pay attention to column-level feedback during import to fix errors quickly
- If you manage a large dataset, use filters before selecting all goals to avoid unintended deletions
FAQ
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Can I undo a bulk deletion?
No, deletions are permanent. Please review the confirmation message carefully before proceeding.
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Can I delete goals from multiple pages at once?
Yes, using the “Select all” option allows you to select goals across all pages within your current filters.
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What happens to key results when I delete a goal?
Associated key results will also be affected. A warning message will appear before confirming deletion.