How to assign a goal plan to employees in bulk using HDL?

Use the MassRequest discriminator to load goal plan mass request records using HCM Data Loader.

The Mass Request component holds attributes of the mass request object associated with the goal plan. It's referenced by sub-components that collectively define the employee population or organization to assign the goal plan to.

The Mass Request Assignment component holds information about an organization to associate the goal plan with. Use the MassRequestAssignment discriminator to load mass request assignment records for a mass request within a goal plan using HCM Data Loader.

This example GoalPlan.dat file creates a goal plan with a mass request assignment for the mass request.

METADATA|GoalPlan|GoalPlanExternalId|GoalPlanName|GoalPlanTypeCode|GoalPlanActiveFlag|EnableWeightingFlag|StartDate|EndDate|EnforceGoalWeightFlag|GoalAccessLevelCode|IncludeInPerfdocFlag|ReviewPeriodName
MERGE|GoalPlan|GP_001_05|GP_001_05|Performance|A|Y|2025/01/01|2025/12/31|Y|HR specialist and manager|N|Default Review Period - Vision Corporation Enterprise
METADATA|MassRequest|GoalPlanExternalId|ReqSubmittedByPersonNumber
MERGE|MassRequest|GP_001_05|8153756
METADATA|MassRequestAssignment|OrganizationName|GoalPlanExternalId
MERGE|MassRequestAssignment|Vision Corporation Enterprise|GP_001_05

This example GoalPlan.dat file creates a mass request assignment for a goal plan and mass request that already exist. This file uses the user keys attributes to identify the existing goal plan and organization, but you can also use source keys instead.

METADATA|MassRequestAssignment|OrganizationName|GoalPlanExternalId
MERGE|MassRequestAssignment|Vision Air|GP_001_05