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Help Center > Frequently Asked Questions > Defining & Managing Goals >How to bulk assign goals to multiple employees?

How to bulk assign goals to multiple employees?

Step 1: Go to the PMS Homepage. Navigate to the Goal Analytics section & click on the “Create Goals”

How to bulk assign goals to multiple employees? Step 1

Step 2: A window will appear where you need to enter the problem statement for your goal. This helps the AI suggest the most relevant goals for you and click on “Generate Goals”.

How to bulk assign goals to multiple employees? Step 2

Step 3: On the Suggested Goals screen, select the goal you want to assign (e.g., Enhance Sales Team Performance).

  • The goal will appear under Goal Attributes on the right-hand side.

How to bulk assign goals to multiple employees? Step 3

Step 4:

  • Scroll to the multi-assign section.
  • From the dropdown, select the employees or teams you want to assign this goal to.
  • Once selected, review other attributes if needed and click Publish Goal.

How to bulk assign goals to multiple employees? Step 4

Step 5: Once published click on the View published Goals to see final window.

How to bulk assign goals to multiple employees? Step 4b

Step 6: The final window will appear with goals.

How to bulk assign goals to multiple employees? Step 5

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