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Position Goals Import Layout for Core HR

The layout below can be used to import Position Goals into Core HR.

Location of Data within Core HR

The data can be found on the Goals page of Core HR.

General Information on Importing

For general information on importing data, refer to the following dedicated article that details how to import a file, supported formats, and other related information.

Import Layout

When creating your import file, you must:

  • Create Column Headers.
  • Match the order of the columns with the table provided below.
  • Match the number of columns with the table provided below.

If columns are added or removed, the import process file will stop and an error message will be shown, resulting in no records processed and an error logged in the import history.

When is a Record Added vs Updated?

If an existing record is found in the key field(s) ([key]) identified below, the Core HR will update that record instead of creating a new record.

Column Header Data Type Max Field Length Required Notes
Position Name Text <=250 Yes Must match an Existing Position Name.
Goal Text <=5000 Yes  
Active Yes/No     Must be one of the following: "Yes" or "No". If left blank, "Yes" will be the default.
Start Date Date   Yes The Start Date of the Review Period.
End Date Date   Yes The End Date of the Review Period.
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