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How to bulk assign goals to multiple employees?

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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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Written by
Ekta Capoor

Co-founder & Editor in Chief, Amazing Workplaces

Ekta Capoor is Co-founder & Editor in Chief, Amazing Workplaces. Ekta sincerely believes that people are at the core of every organization and need to be nurtured in an environment of great culture! She is passionate and extremely curious about the best practices, that form the foundation of any workplace culture and people management policies.

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Madhusudan Nayak
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Madhusudan Nayak
CEO & Co-Founder, Worxmate.ai

Madhusudan Nayak is a seasoned expert in performance management and OKRs, with decades of experience driving strategy-to-execution transformations across APAC, the Middle East, and Europe. He has worked with industries spanning IT, SaaS, finance, retail, and manufacturing, helping leaders align goals, scale growth, and build high-performing teams.

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