This article is intended for administrators.
To make it easier to onboard your employees on Elevo, you can import personal objectives before launching your first review cycle.
This import can make it easier for users to get started with Elevo, but it is not required. Users can transfer their objectives directly to Elevo during their first review.
📥 Import objectives
- Retrieve the spreadsheet template (Excel, Google Sheet, CSV for weighted objectives, CSV for non-weighted objectives),
- Fill in the document with the objectives to be imported (one objective per line),
- Send the completed document to email@example.com.
🔎 Details about the columns in the file
|Login||login||[mandatory] either the email or the username|
|Obj Title||title||[mandatory] Title of the objective|
|Description||description||[optional] Description of the objective|
|Due date||due_date||[optional] Objective deadline in format ISO 8601|
|Completion of the obj in %||completion||[Optional] Achievement of the goal as a number (example: "80")|
|KPI 1 - Title||kpi_1.title||[optional] Title of indicator 1 related to the objective|
|KPI 1 - Initial value||kpi_1.start_value||[Optional] Starting value of indicator 1 related to the objective|
|KPI 1 - Target value||kpi_1.target_value||[Optional] Target value for indicator 1 related to the objective|