1. HCM Data Loading Business Objects
  2. Examples of Loading Goals

Examples of Loading Goals

This topic provides examples that show how to load worker goals, organization goals, and library goals using HCM Data Loader.

Creating a Worker Goal

This example Goal.dat file creates an active performance goal for a worker. In this file:

  • The user-key attributes WorkerPersonNumber and WorkerAssignmentNumber identify the worker and the relevant assignment.

  • The user-key attribute AssignedByPersonNumber identifies the human resource specialist or line manager who's creating the goal.

  • You need to provide a Goal Plan Goal component for performance goals.

Note:

For development goals, a Goal Plan Goal component isn't required.

METADATA|Goal|SourceSystemId|SourceSystemOwner|GoalName|Description|StartDate|TargetCompletionDate|WorkerPersonNumber|WorkerAssignmentNumber|StatusCode|GoalSourceCode|AllowKeyAttrUpdateFlag|IncludeInPerfdocFlag|AssignedByPersonNumber
MERGE|Goal|WorkerGoal_001_SSID|VISION|Increase sales by 20%|Increase sales of Model X123 by conducting more promotional campaigns|2020/01/01|2020/12/31|8153787|EEEE8153787|Not started|HR|Y|Y|8153756
METADATA|GoalPlanGoal|SourceSystemId|SourceSystemOwner|GoalId(SourceSystemId)|GoalPlanName|GoalPlanStartDate|GoalPlanEndDate|PriorityCode
MERGE|GoalPlanGoal|GoalPlanGoal_001_SSID|VISION|WorkerGoal_001_SSID|GP_009_01|2015/01/01|2015/12/31|MEDIUM

To specify the users who can delete goals assigned by HR specialists when you upload a performance goal, set the AllowDelGoalFlag attribute to one of these values as appropriate:

  • ORA_MGR_DEL_GOAL: To allow only managers to delete goals assigned by HR specialists
  • ORA_EMP_MGR_DEL_GOAL: To allow both managers and workers to delete goals assigned by HR specialists

This example Goal.dat file creates an active performance goal for a worker where the source is HR and managers are allowed to delete the goal. 

METADATA|Goal|GoalName|StartDate|TargetCompletionDate|WorkerPersonNumber|WorkerAssignmentNumber|GoalTypeCode|GoalVersionTypeCode|Description|PercentCompleteCode|StatusCode|GoalSourceCode|PrivateFlag|AllowKeyAttrUpdateFlag|IncludeInPerfdocFlag|RequesterPersonId|AssignedByPersonId|AllowDelGoalFlag
MERGE|Goal|Oct22_HDL_Goal_Test1A_Jan22_00A|2022/01/01|2022/05/01|8153765|EEEE8153765|PERFORMANCE|ACTIVE|Description new goal|0|Not started|HR|N|Y|Y|100000008153756|100000008153756|ORA_MGR_DEL_GOAL
METADATA|GoalPlanGoal|GoalName|GoalWorkerPersonNumber|GoalWorkerAssignmentNumber|GoalTypeCode|GoalVersionTypeCode|GoalStartDate|GoalTargetCompletionDate|GoalPlanName|GoalPlanStartDate|GoalPlanEndDate|PriorityCode
MERGE|GoalPlanGoal|Oct22_HDL_Goal_Test1A_Jan22_00A|8153765|EEEE8153765|PERFORMANCE|ACTIVE|2022/01/01|2022/05/01|Default Goal Plan - Vision Corporation Enterprise|2022/01/01|2022/12/31|High

Creating a Worker Goal Against a Library Goal

This example Goal.dat file creates an active performance goal against a library goal for a worker. HCM Data Loader doesn't take values from the library goal. Instead, you must supply these values when you load the worker goal. The library goal must have already been loaded as a content item. The ReferenceContentItemName attribute is the user key for the library goal and identifies the library goal.

METADATA|Goal|SourceSystemId|SourceSystemOwner|GoalName|Description|StartDate|TargetCompletionDate|WorkerPersonNumber|WorkerAssignmentNumber|StatusCode|GoalSourceCode|AllowKeyAttrUpdateFlag|IncludeInPerfdocFlag|AssignedByPersonNumber|ReferenceContentItemName
MERGE|Goal|WorkerGoal_002_SSID|VISION|Complete Design Thinking training|Design Thinking is a process for creative problem solving.|2020/01/01|2020/12/31|8153787|EEEE8153787|Not started|HR|Y|Y|8153756|ZHRG-Completing Learning Path

Creating an Organization Goal

This example Goal.dat file creates and publishes an organization goal for a line manager. Here are some attributes include in this file:

  • The user-key attribute WorkerAssignmentNumber identifies the line manager who owns the organization goal.

  • To publish the organization goal to the organization, set the PublishedFlag attribute to Y.

  • The GoalPlanGoal attribute identifies the goal plan to which the goal belongs.

METADATA|Goal|SourceSystemId|SourceSystemOwner|PersonId(SourceSystemId)|AssignmentId(SourceSystemId)|GoalTypeCode|GoalVersionTypeCode|ApprovalStatusCode|GoalName|Description|StatusCode|PriorityCode|PercentCompleteCode|StartDate|TargetCompletionDate|IncludeInPerfdocFlag|AllowKeyAttrUpdateFlag|ActualCompletionDate|SuccessCriteria|LevelCode|CategoryCode|GoalSourceCode|MeasureTypeCode|TargetType|UomCode|MeasureCalcRuleCode|GoalUrl|PrivateFlag|Comments|WorkerAssignmentNumber|PublishedFlag|OrganizationName|AssignedByPersonNumber
METADATA|GoalPlanGoal|SourceSystemId|SourceSystemOwner|GoalId(SourceSystemId)|GoalPlanId(SourceSystemId)|Weighting|PriorityCode|GoalOrganizationName|GoalPlanStartDate|GoalPlanEndDate|GoalName|GoalPlanName|GoalWorkerAssignmentNumber|GoalWorkerPersonNumber|GoalTypeCode|GoalVersionTypeCode|GoalStartDate|GoalTargetCompletionDate
MERGE|Goal|Goal_SSID_101_V1|VISION|100000008153756|100000008154060|Performance|ACTIVE||Complete Compliance Training|Compliance Training includes modules on ethics, corruption, sexual harrasment.|Not_Started||0|2020/08/01|2020/12/31|N|Y||||CAREER|WORKER|QUALITATIVE|||||N|||Y||
MERGE|GoalPlanGoal|GoalPlanGoal_SSID_101_V1|VISION|Goal_SSID_101_V1|GP_SSID_101|11|MEDIUM|||||||||||

Creating a Development Goal

This example Goal.dat file creates an active development goal for a worker. The goal is identified by the source keys.

METADATA|Goal|SourceSystemId|SourceSystemOwner|GoalName|Description|StartDate|TargetCompletionDate|PersonId|AssignmentId|GoalTypeCode|GoalVersionTypeCode|PercentCompleteCode|StatusCode|RequesterPersonId|AssignedByPersonId|GoalSourceCode
MERGE|Goal|dak_test_002|HCMQA-001|Learn Agile methodologies|Attend the Agile Methodology course and learn the 5 stages.|2023/10/01|2023/12/30|100000008153789|100000008154093|DEVELOPMENT|ACTIVE|0|Not started|100000008153756|100000008153756|Worker

Creating a Library Goal

You can create library goals that can be referenced by other goal objects. The measurement details of a library goal are stored separately. To load the goal details and measurement details for a goal, create as many ContentItem lines as you need. Use these values for the ContextName attribute:

  • GOAL: To load goal details

  • GOAL_MEASUREMENTS: To load measurement details

You use ContentItem.dat as in this example to add library goals. 

METADATA|ContentItem|SourceSystemOwner|SourceSystemId|Name|ContextName|DateFrom|ItemDate1|ItemDate2|ItemText1|ItemText5|ItemText6|ItemText7|ItemText9|ItemText10|ItemNumber1|ItemNumber2|ItemTextTl14
MERGE|ContentItem|VISION|LGEXGOAL|Library Goal Example Goal|GOAL|2020/04/01|2020/04/01|2020/04/30|A||||PERFORMANCE|HR_MGR|||<p>Comment for the goal category</p>
MERGE|ContentItem|VISION|LGEXMEAS|Library Goal Example Measurement|GOAL_MEASUREMENTS|2020/04/01|2020/04/01|2020/04/30||QUANTITATIVE|MAX|CURRENCY|||11|12|

To link the goal and its measurement, you need to create a content item relationship. You use ContentItemRelationship.dat as in this example to create a content item relationship.

METADATA|ContentItemRelationship|SourceSystemOwner |SourceSystemId|DateFrom|DateTo|Mandatory|RelationshipCode|ContextName|ContentItemName|RelatedContentTypeContextName|RelatedContentItemName
MERGE|ContentItemRelationship|VISION|SS1_REL1|2020/04/01||N|CHILD|GOAL|Library Goal Example Goal|GOAL_MEASUREMENTS|Library Goal Example Measurement

After you import the .zip file containing the content items, verify if you can add the new library goal.

  1. Go to Me > Career and Performance > Goals.

  2. In your Goals page, select the review period and goal plan.

  3. In the goal plan section, click Add.

  4. In the Add Goal page, confirm that the recently imported library goals appear in the Library Goal list.