If you're just starting with Goals, this guide will help you set up your organization's structure and assign admin permissions to ensure smooth goal management and tracking. If some of these steps have already been completed, you can skip ahead to creating the organizational structure.
Before You Begin: Key Setup Steps
To ensure that your account is properly set up for Goals, follow these checklist items:
Manager Email:
Ensure your employee data includes Manager Email (or an equivalent demographic like Supervisor Email) for most employees.
Valid Hierarchy:
Set up a valid hierarchy in your system. This will be re-validated during any user import to maintain accurate reporting lines. Without this, manager-level visibility for goals won’t function properly. See our Add Your Hierarchy guide for setup details.
Employee Data:
Make sure your employee data includes the demographics you'll use to create your org structure for goals. Check out the Employee Data File Template for guidance.
Enable Collaborations:
Ensure Collaborations (formerly Teams) is enabled for your account. This will allow your team to create collaboration groups and goals. To activate this feature, simply reply with "ask a person" in a support conversation to connect with a specialist.
Step 1: Create Your Organizational Structure
Setting up your Organization Structure is essential for aligning and classifying goals across your company. Your org structure is built using employee data and helps categorize goals for tracking and management.
Who can do this? Account administrators have the permission to create and manage your org structure.
What’s next?
Follow the Organization Structure support guide to set up your org structure.
Step 2: Assigning Goal Administrator Roles and Permissions
After setting up your org structure, you can assign Goals Administrator and Group Goals Administrator roles to delegate the responsibility of managing goals.
Goals Administrator
This role grants users the ability to manage goals across the entire organization, but they cannot create or manage the organizational structure (which is reserved for Account Administrators).Group Goals Administrator
This role allows users to manage goals for specific teams or departments. They can create and manage goals within their assigned group(s), with cascading permissions for group and individual goals within that group. For details on creating group goals, refer to the Creating Group Goals article.
For instructions on how to assign these role to users, refer to the Assigning Platform Roles and Permissions article.
Overview of All Goal Roles and Permissions
Several roles determine access and permissions for managing goals. These roles work together to define the level of responsibility each user has. Below is an overview of each role and its associated permissions:
Permission Matrix:
Action | Account Administrator | Goals Administrator | Group Goals Administrator | Goal Owner/Key Result Owner | Goal Viewer |
Manage goal permissions | Yes ✔️ | Yes ✔️ | No ✖️ | No ✖️ | No ✖️ |
Create Org Structure | Yes ✔️ | No ✖️ | No ✖️ | No ✖️ | No ✖️ |
Create group goals | Yes ✔️ | Yes ✔️ | ✔️ (Assigned groups only) | No✖️ | No ✖️ |
Update group goals | Yes ✔️ | Yes ✔️ | ✔️ (Assigned groups only) | Yes ✔️ (Assigned goals only) | No ✖️ |
View goal usage reports | Yes ✔️ | Yes ✔️ | ✔️ (Assigned groups only) | No ✖️ | No ✖️ |
View and export group goals | Yes ✔️ (All group goals) | Yes ✔️ (All group goals) | Yes ✔️ (Assigned groups only) | Yes ✔️ (Assigned group goals) | Yes ✔️ (Goals with visibility “Everyone” and “Group members”) |
View and export individual goals | Yes ✔️ (All individual goals) | Yes ✔️ (All individual goals) | Yes ✔️ (Assigned groups only) | Yes ✔️ (Assigned goals) | Yes ✔️ (Goals with visibility “Everyone”) |
Key resources
Admin:
Organization Structure: Learn how to add your organizational structure to Culture Amp using employee demographics.
How Employee Data Affects Organization Structure: Discover how updates to employee data can impact your organizational structure through common scenarios.
Goals Usage Reports: Get an overview of goals across your organization with the Employee Usage Report.
Populating the Individual Goals Import Template: Bulk import individual delivery goals in Culture Amp: download, complete, and share the template with Culture Amp Support.
📹 Launch Goals: Review the video course for information on setting up your org structure, goal permissions, rollout tips, and communication templates for managing the transition.
Employee:
Getting Started With Goals: Ensure your employees are set up for success with our Goals support guide, covering everything they need to know about accessing, creating, managing, and tracking goals efficiently.
📹 Set Performance Goals: For Employees: Use our video training to learn how to create and manage SMART goals to support your performance.
📹 Leverage Goals With Your Direct Reports: For Managers: Learn how to support your direct reports' performance and development through our goal-setting training video.
🌐 Additional Support
If you have any questions or feedback about the Goals experience, please don't hesitate to speak with a Product Support Specialist by replying with “Ask a Person” in a Support Conversation.