50 to 70 employees × 25 to 30 goals each = 1,250 to 2,100 total goal assignments
Time per assignment = ~30 seconds (manual or via some UI)
Total Time Estimate:
1,250 assignments × 30 sec = ~10.5 hours
2,100 assignments × 30 sec = ~17.5 hours
Even if I want to customize the Goal DocType to include an ‘Applicable For’ tab like in ‘Appraisal Cycle’, this will duplicate the existing Employee field, which is a standard field and unable to delete or modify.
Proposed Solution: Introduce a new Goal Template DocType with an “Applicable For” filter-based employee selector to automate bulk goal creation, linking generated Goal records back to the template for reporting and traceability.
Any insights/solution or help is highly appreciated.
What kind of help are you asking for here? I don’t have much experience with the Goal doctype personally, but what you’re describing sounds viable/useful. At that scale, it might even be worth building a custom tool if this something you have to do often.
The issue I’m facing is within the HR module – specifically the Performance section, where we’ve opted to automatically calculate KRA scores. To achieve this, each KRA must be linked to a corresponding Goal (parent/child relationship). However, the current process requires us to manually assign a Goal to each employee one by one, even when multiple employees share the same Appraisal Template, KRAs, and Goals.
This repetitive task is time-consuming and inefficient. What I’m looking for is a way to assign Goals to employees in bulk, similar to how we assign the Appraisal Cycle—by applying filters and fetching relevant employee records.
I would appreciate guidance or a solution that enables this bulk assignment functionality for Goals.
Frappe is designed with many hooks for this kind of automation. If you can imagine the workflow, there’s a good chance that Frappe can implement it. The flip side of that flexibility is that it’s on you to actually tell the system what you want it to do, usually through a combination of doctype customizations and client/server scripts.
If you want to create a new Goal Template doctype (linked to Appraisal Cycle perhaps?), you could definitely do that. It could identify relevant employees in a child table (similar to the “Applicable For” section in the Appraisal Cycle), and it could generate new goal records on the basis of this information.
A customization like this is neither trivial nor especially difficult. It will require some (relatively light) python and/or javascript. I don’t know how comfortable you are with Frappe at this point, but if I were in your shoes I’d start by defining the workflow you want as precisely as possible.
The app maintainers tend to be pretty busy working on features requested by their own clients, so I wouldn’t count on a feature request if it’s something you need, but you can always ask!
