Introduction

Managing performance evaluation timelines efficiently is crucial for driving goal alignment and productivity in an organization.

uKnowva HRMS offers a streamlined OKR module where you can plan and monitor employee objectives and their progress.

One of the key features in this module is the ability to import OKR Appraisal Cycles in bulk, making it easier to set up multiple review cycles at once, especially when handling large teams or complex review timelines.

Step 1: Access the OKR Appraisal Cycles Section

Before you begin importing OKR Appraisal Cycles, please ensure the OKR extension is already set up and activated in your system.

If you're unsure how to access the OKR Appraisal Cycles section, please refer to our dedicated help article on Accessing OKR Appraisal Cycles.

This will open a dedicated page displaying all existing OKR appraisal cycles in a structured table format, under headers such as Title, Action, Description, Valid From, Valid To, Financial Year, and Published.

This view allows you to manage, edit, and add new appraisal cycles efficiently.

Step 2: Open the Import Function and Download the Template

To begin the import process, locate the Import button displayed above the table listing all existing appraisal cycles.

Clicking on this button will open a pop-up window that allows you to upload data in bulk.

In this window, you’ll find an option to download a predefined CSV template file. Click on this download link to save the file locally.

This template contains all the required fields for importing new appraisal cycles, including titles, valid dates, financial year, and description fields.

Open the file and carefully enter the required data for each appraisal cycle you want to import.

Step 3: Upload the Filled Template and Complete the Import

Once you have entered all the necessary details into the downloaded template, save the file on your computer.

Now return to the import pop-up in uKnowva HRMS and click on the Browse or Choose File button to locate and select your updated template.

After selecting the file, click on the Upload Files button to start the import process.

The system will then validate the data and add all correctly formatted appraisal cycles to your OKR module.

If there are any errors in the data, the system may prompt you with a validation message to correct and re-upload the file.

Make sure all fields match the required format to ensure a successful import.

Conclusion

That’s it!

You’ve now successfully imported OKR Appraisal Cycles in uKnowva HRMS.

By following this process, you can efficiently create multiple appraisal timelines at once without the need to manually input each one, saving time and ensuring consistency.

This feature is especially helpful for HR teams managing large-scale evaluations or setting up appraisal cycles for an entire financial year in one go.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..