Employee Goals

Use the Employee Goals wizard to assign goals to employees in Dayforce efficiently.

Prerequisites

The Goal must exist in Dayforce and have unique names.

Using this wizard

You do the following in the Employee Goals wizard:

Upload the Employee Goal Data template

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.

Tasks

To complete and upload employee goal data:

In Activate Central, select Load Your Data. The Load Your Data wizards are shown.
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.
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) is also shown.

Results

The goal information in Dayforce is updated on the Performance > Goals, Add Goal page.

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.

Next steps

Complete the next wizard, as appropriate.

Employee Goal Data template fields

All templates have the same basic structure:

Instructions tab: Helps you understand the purpose of the data and complete the fields in the template.
Data tab: Contains headers for the data to be included in the template. The headers remain the same, but you can change the column order. If you add more columns, Activate ignores them.

All number ranges in the templates include the numbers at both ends of the range.

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).	3241245 000000006 abc123499	This is needed so that Activate can 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 Employee's in Dayforce.

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