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Guide to Populating Perform HRBP or Department Goal Creator Permissions
Guide to Populating Perform HRBP or Department Goal Creator Permissions

How to populate a CSV to bulk assign Perform HRBP and Department Goal Creator permissions to users

Jared Ellis avatar
Written by Jared Ellis
Updated over a week ago

What can I learn from this page?

How to populate a CSV to bulk assign Perform HRBP and Department Goal Creator permissions to users

Who is this page for?

Performance Admin

Culture Amp can work with Performance enabled customers (specifically Performance Administrators) to bulk assign Perform HRBP and Department Goal Creator permissions to users in your Culture Amp account.

We bulk assign the permissions via import using a formatted CSV file that has been prepared / populated by you. To avoid possible problems with formatting, it is preferred that we receive the file in Excel / Google Sheets format prior to us converting to CSV ready for import.

Note: Just a heads up, you can't assign someone as both an Perform HRBP and Performance Admin in the platform anymore. However, you might still see some users with both roles. Here's the deal: if a user has both Performance Admin + Perform HRBP permissions, they can add ANY participant to a cycle. But they'll only see and manage data for employees in the departments they're assigned to under the Perform HRBP role.

Limitations & Notes

  • The import process is ‘overwrite' (not additive) for the users and roles included in the file.
    i.e if a user included in the import file already has a Perform HRBP or Department Goal Creator permission assigned to their profile but that assignment is not included in the import file, then their permissions will be replaced with the ones that are in the file.

  • Since the import process is 'overwrite’, it is possible for us to bulk remove permissions via an import.

  • A Department must be 'in use' for a permission to be applied, i.e 1 or more users in your employee data file must be assigned to a Department in order for a Perform HRBP or Department Goal Creator permission to be assigned to that Department.

Import File Preparation

A template of the file can be found here (Google Sheet)

Column headers in file (description of values in parentheses below):

  • email (Perform HRBP or Department Goal Creators email address) Must be an active user in your account

  • role (options are hr_business_partner (for Perform HRBP permission) or department_manager (for Department Goal Creator Permission)

  • department1 (name of first department you want to assign to that user) Value must be an exact match to the Department value (select option) in your Account Demographic

Additional assignments can be added to the import by adding 1 additional column for each department and incrementing the department number accordingly. Eg.

  • department2

  • department3

  • department4

Need further help? Contact our Culture Amp Support team via email: support@cultureamp.com or ask to speak with a support specialist during your live chat conversation.

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