Employee Goals

Use the Employee Goal Data template to upload the name and goal information.

Install the employee goal data in Dayforce

When the goal data information is complete in Activate, install it in Dayforce.

Actively incompatible with the data in Dayforce. If you have a data error, you must resolve the error before you can complete the installation.

Warning codes

Indicate nonstandard setup that could potentially cause an error in Dayforce. For example, if an earning code is defined as Hours x Rate and the data is amount only, the system creates a warning. However, you can still import the data into the system.

Informational codes

A notable occurrence of data in the system. For example, an informational note shows if codes are dropped from the YTD import.

To complete and upload employee goal data:

In Activate Central, click Load Your Data and the Load Your Data wizards are shown.
Click Employee HR Data Hub and then click Employee Goals.
On the Upload Employee Goals page, click Download.
Select the location on your computer where you want to save the template document.
The file names of templates that you download from Activate begin with a prefix that is the Namespace that you’re logged in to. The same is true for the file names of ZIP files when you download multiple templates at the same time.
Open the EmployeeGoalDataTemplate.xlsx template on your computer.
Note: You can also download an empty Goals template from the Download Template Files page.
On the EmployeGoalData tab, complete all columns with the data for all new employee goals.
Note: Instructions for populating the fields are in the Employee Goal Data Template Fields section (below) and on the Instructions tab of the template.
Click Save and close the template.
You can use any file name for the template you upload. The file must be an Excel or CSV (Comma-Separated Value) document and contain the data in the required format.
Important: Don’t change the name of the tab because Activate uses it to validate that the correct template is being uploaded.
On the Upload Goals page, click Upload.
Note: If the uploaded file has errors, a Validation Failed message shows in red at the bottom of the page. You must correct the errors in the file on your computer and upload the file again.
If warning or errors are shown, review and update the data in the grid or upload a corrected template to correct them. You can update the information directly in the grid or make corrections in the template and then upload the data.
Best Practice: Enter the required changes in the template to assure accuracy for future uploads. If you make edits directly in the grid, select Save and download the updated file for record keeping purposes.
Go to your completed Employee Goal template on your computer.
Click Next.

To review and confirm the data:

Review the information shown in the grid.
To make updates to data on the page:
- To insert a new row in the grid, click the row where you want to insert it and click New.
- To delete a row, click the row and click Delete.
- To download the error message list and save it to your computer, click Download Errors File.
- To correct errors in the grid, click in the field containing the error. Click Tab to move to the right and Shift+Tab to move to the left in the row. Use the scrollbars on the right side and bottom of the grid to go to other areas of the grid.
- To save information in the grid to your computer, click Download File and save it to the location you want.
- To upload the file from your computer, locate the file and click Upload File. The data in the file shows in the grid.
- To remove changes that you don’t want to save, click Refresh.
When the data is complete, click Done & Install. When you leave the page, the selected values stay in the grid.

To install goal information:

When the goal information is complete in Activate, install the information in Dayforce.

A message prompts you to confirm that you’re ready to install the goal configuration.
Click one of the following:
- Yes to continue with the installation.
- No to return to the Summary page.
The Load page opens with a list of the steps to complete and an estimate of how long the installation usually takes. During the installation, the current step in the process is bolded so you can monitor the progress.

Click one of the following:
- Add Email and enter your email address to be notified when the installation process ends instead of waiting for it to finish.
- Next when the installation is complete.
Activate Central opens with the wizard name now in green text and a green checkmark next to it. The day, date, and time of completion show, along with your name as the user who completed the wizard. The environment in which the installation was applied (Stage, Config, or Train) also shows.

Fields Populated in Dayforce

The data uploaded from the Employee Goals template populates the fields on the following pages in Dayforce.

Note: You must select an employee if you haven’t already done so.

Dayforce fields populated by the Employee Goal template
Field in Template	Field in Dayforce	Page in Dayforce
Employee Identifier	Employee Reference / Number	Employee (People icon)
First Name	First Name
Last Name	Last Name
Goal Name	Name	Performance > Goals, Add Goal page.

For information on the fields in the template, click here.

Employee Identifier (Required)

Field information for the Employee Identifier field
Order	Data Type	Description	Examples	Why This Is Needed
1	Alphanumeric. Unique value between 1–40 characters. For Canadian pay groups, a unique value between 1–9 characters.	The Employee Identifier corresponds with your employee's Dayforce Reference Code (which usually aligns with Employee Number). Note: Upon upload of the template data, Activate converts any lowercase alpha characters found in the Employee Identifier field to uppercase.	3241245 000000006 abc123499	This information helps Dayforce to correctly associate the employee with the corresponding goal.

First Name (Required)

Field information for the First Name field
Order	Data Type	Description	Examples	Why This Is Needed
2	String¹ between 1–64 characters.	The first name of the employee as it exists in Dayforce. Note: Activate‘ compares the First Name and the Last Name with the Employee Identifier in Dayforce. If they don’t match, Activate shows an error message that states that the data is being loaded incorrectly and to check the source data.	Josephine	Used as a secondary check against employees in Dayforce.

¹ Special characters accepted in the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Last Name (Required)

Field information for the Last Name field
Order	Data Type	Description	Examples	Why This Is Needed
3	String¹ between 1–64 characters.	The last name of the employee as it exists in Dayforce. Note: Activate‘ compares the First Name and the Last Name with the Employee Identifier in Dayforce. If they don’t match, Activate shows an error message that states that the data is being loaded incorrectly and to check the source data.	Abela	Used as a secondary check against employees in Dayforce.

¹ Special characters accepted in the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Goal Name (Required)

Field information for the Goal Name field
Order	Data Type	Description	Examples	Why This Is Needed
4	String¹ between 1–128 characters.	The name of the goal the employee is being assigned to. The goal must already exist in Dayforce.	Increase team NPS	The Goal Name is used to identify the goal in Dayforce HCM and in other import files.

¹ Special characters accepted in the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Employee Goals

Activate User's Guide

Prerequisites

Using this wizard

Messages: Error, Warning, and Information

Tasks

Results

Next steps

Employee Goal Data template fields