INSERT EMPLOYEE TARGETS

INSERT EMPLOYEE TARGETS 

(EMPLOYEE TARGETS) 

The employee Targets module is used to upload targets of the field user as defined by the company for a specific period 

The following document will help you with the following Queries:- 

● How to upload the targets for the field users? 

To reach insert employee Targets, one should click on the Employee Targets tab, insert employee targets tab will unhide. 

Click on Insert Employee Targets

HOW TO UPLOAD TARGETS FOR THE FIELD USERS? 

On clicking the insert employee targets option, the window as shown below will open. 

Select The Zone and Region under which the field user’s targets needed to be uploaded. 

Suppose the targets need to be uploaded only for Field users in the North zone then select North and accordingly select the Region. 

Select the AreaSales Managers under which the Targets must be run and the Field users. 

Now, Depending on the company, you will be shown Either Overall or Primary Category under the “Target on” Field 

The Target Value Type too will vary from company to company. Under Target Value type you will be either shown Revenue, Quantity, or Standard Unit. 

Select The Start month of Targets and the End month of the target. For example, If the targets for the current on-going month need to be uploaded then Select Current+0, and the end date must be selected as Current+0. 

Click on the download button once all the fields have been set.

On clicking download, an excel file will download. 

Click and open the excel file 

Once the excel file is opened, navigate to the H column and beyond. 

Enter the value of the target which will correspond to the particular field user. Please note: Do not change any values in the sheet other than the Value and UBO column. Please note: Please enter 0 in the UBO column 

All the mandatory fields and their data type are mentioned below 

HASHKEY --, String 

Employee Guid --, String 

Target On --, TargetOn 

Primary Category --, String 

Target Value Type --, TargetValueType 

Value --, Decimal 

UBO -- Integer 

Once all the targets have been entered, save the file and come back to the portal.

Save the above sheet and upload the same in INSERT EMPLOYEE TARGETS under EMPLOYEE TARGETS to perform PreChecks. 

After uploading, you’ll get a Continue option click on it to proceed to Active Check. 

Please Note: If there is an error in the uploaded Sheet, it will get highlighted below the Status Message. Rectify the error and reupload the file. 

Then click on Show details separately after a few minutes.

Click Continue for Inserting the file. 

Please Note: If there is an error in the uploaded Sheet, it will get highlighted below the Status Message. Rectify the error and reupload the file.

Click on Show details separately again after few minutes, you’ll get the message that “Insertion has been completed” 

Your Targets have now been uploaded.