Examples of Loading Goal Plan Sets

This topic provides examples showing how to load Goal Plan Set objects using HCM Data Loader.

Creating a Goal Plan Set with Goal Plans

This example GoalPlanSet.dat file creates a goal plan set and includes two goal plans.

METADATA|GoalPlanSet|GoalPlanSetExternalId|GoalPlanSetName|Description|GoalPlanSetActiveFlag|StartDate|EndDate|ReqSubmittedByPersonNumber|RequestSubmissionDate| ReviewPeriodName
MERGE|GoalPlanSet|GPS_002_01|GPS_002_01|GPS_002_01|A|2015/01/01|2015/12/31|8153756|2015/09/28|Default Review Period - Vision Corporation Enterprise
COMMENT Assign two goal plans without worker or eligibility profile assignment to the goal plan set
METADATA|GoalPlanSetPlan|GoalPlanSetExternalId|GoalPlanExternalId|Weighting
MERGE|GoalPlanSetPlan|GPS_002_01|GP_001_02|60
MERGE|GoalPlanSetPlan|GPS_002_01|GP_001_03|40

In this example, the goal plan set has no Mass Request component. Therefore, the mass request record for the goal plan set is created automatically using the ReqSubmittedByPersonNumber and RequestSubmissionDate attribute values.

Creating a Goal Plan Set with a Mass Request Component

This example GoalPlanSet.dat file creates a goal plan set with a Mass Request component. You don't provide the ReqSubmittedByPersonNumber and RequestSubmissionDate attributes for the Goal Plan Set component in this case.

METADATA|GoalPlanSet|GoalPlanSetExternalId|GoalPlanSetName|Description|GoalPlanSetActiveFlag|StartDate|EndDate|ReviewPeriodName
MERGE|GoalPlanSet|GPS_001_02|GPS_001_02|GPS_001_02|A|2016/01/01|2016/12/31|Default Review Period - Vision Corporation Enterprise
METADATA|MassRequest|GoalPlanSetExternalId|ReqSubmittedByPersonNumber
MERGE|MassRequest|GPS_001_02|8153756

Creating a Goal Plan Set with Mass Request and Mass Request Hierarchy Components

This example GoalPlanSet.dat file creates a goal plan set with Mass Request and Mass Request Hierarchy components.

METADATA|GoalPlanSet|GoalPlanSetExternalId|GoalPlanSetName|Description|GoalPlanSetActiveFlag|StartDate|EndDate|ReviewPeriodName
MERGE|GoalPlanSet|GPS_001_04|GPS_001_04|GPS_001_04|A|2016/01/01|2016/12/31|Default Review Period - Vision Corporation Enterprise
METADATA|MassRequest|GoalPlanSetExternalId|ReqSubmittedByPersonNumber
MERGE|MassRequest|GPS_001_04|8153756
COMMENT Assigning goal plan set GPS_001_04 to manager and reports
METADATA|MassRequestHierarchy|GoalPlanSetExternalId|ManagerAssignmentNumber|CascadingLevel
MERGE|MassRequestHierarchy|GPS_001_04|EEEE8153786|999999