Who can use this feature?
Available on:
All Culture Amp subscriptions that include Performance.
The Bulk Goal Creation feature allows Account Administrators and users with full or scoped goals permissions to quickly assign the same goal to multiple employees at once.
This is a powerful way to eliminate repetitive manual work and save you time. You no longer need to assign goals one by one or rely on spreadsheet goal imports that can only be processed by Culture Amp.
This article will walk you through the simple steps to create and assign identical goals in bulk.
Why Use Bulk Goal Creation?
Save Time: Effortlessly create the exact same goal for a large number of employees simultaneously.
Improve Alignment: Align employees with shared objectives, such as sales targets, where supporting goals contribute directly to primary goals.
Reduce Manual Effort: Stop assigning goals individually so you can focus on more important tasks.
For more information, see our People Science Guidance for Using Bulk Goal Creation
How to Create Goals in Bulk
Before getting started, please note that bulk goal creation is only available for individual or development goals and cannot be used for company or group goals. Administrators, full goals permissions, and scoped goals permissions users can access the feature.
Use the following steps to create goals in bulk:
Step 1: Create the Goal
Sign in to Culture amp and navigate to Goals > Goals to reach the Your goals tab
Next to the Create Goal button, click the more options button (3 dots)
Select Bulk Create Goal
Define your goal details:
Select the Goal Type (only Individual and Development are supported)
Enter a clear Title.
Write a Goal Description (optional).
Add Key Results.
Select the Visibility setting and the Due Date for the goal.
Add Alignment if you need to link this goal to a larger objective.
Click Next.
Step 2: Assign the Goal
Select employees you want the created goal to be assigned to
Use the search function or built-in filter options to locate employees, and select them by clicking the checkbox to the left of their name
Alternatively, click Upload CSV to import via CSV using a list of active employee email addresses
Once the import has completed or you've selected the recipients manually, click Next
Formatting your CSV file
Formatting your CSV file
If using the CSV upload option to assign the goal to employees, be sure to follow these formatting requirements:
The file must be in CSV format
The file must contain email addresses attached to active users on your Culture Amp account
The file must not include a column header or any other information outside of the list of email addresses
Step 3: Review and Publish
Review the goal details and the full list of recipients you have selected
If needed, click Edit under Goal details or Goal recipients to make adjustments
Click Publish
Wait for the confirmation screen to appear. This confirms that the goals have been successfully created and assigned
Click Back to goals to return to your goals view
Tip: You can switch to other tabs or windows in your browser while the bulk creation process is running in the background. Just make sure you do not close the original tab or window until it is complete.
If you close the current window before the bulk creation process is finished, the goal creation and assignment will be canceled. You will need to start over again. Please wait for the confirmation screen.
Note: Once the goals have been created in bulk, there is no way to edit them in bulk, so be sure to review carefully before publishing.
FAQ's
How does Bulk Goal Creation differ from the Goals Import that the support team can help with?
How does Bulk Goal Creation differ from the Goals Import that the support team can help with?
Bulk Goal Creation is a self-service feature for assigning the same goal to many employees instantly within the system. You are in control of the entire process and can complete it much faster.
Goals Import (Support-Assisted) is used when you need to upload a large number of unique, different goals for different users. This requires you to complete a detailed spreadsheet template and submit it to our Support Team for processing, which typically takes a few business days.
Is there a maximum number of employees I can create a goal for at once?
Is there a maximum number of employees I can create a goal for at once?
No, there is not currently any limit to how many of your users you can assign a goal to as part of this process; the validation and publishing may just take slightly longer if the goal is being assigned to a large number of users.
Is there any way to reverse a bulk goal creation?
Is there any way to reverse a bulk goal creation?
No. Once goals have been created and assigned in bulk, there is no easy way to reverse the process or delete them in bulk. The Bulk Goal Creation tool is exclusively for creating new goals; it cannot be used to edit or delete existing goals.
Always double-check and review all details on the final screen before publishing to ensure accuracy.
Will employees receive a notification once a goal is assigned?
Will employees receive a notification once a goal is assigned?
No, there are currently no notifications delivered for goal creation or assignment.
What happens if there is an invalid email on the import file?
What happens if there is an invalid email on the import file?
If the file contains any invalid emails or emails belonging to inactive users, the entire import process will fail. You will receive an error message that identifies the problematic email addresses, allowing you to review and correct the list. Ensure all users are active on your account, and attempt the import again.
Can a user with scoped goals permissions bulk create goals?
Can a user with scoped goals permissions bulk create goals?
Yes they can, but they will be restricted to creating the goals for employees within their assigned groups, as defined by their scoped goal permission.