If you're new to Culture Amp or Goals and don’t have Goals (classic), you'll automatically get access to Goals (new) starting July 1, 2024. Check our Early Access Program support guide for details on key dates, feature comparisons with Goals (classic), and FAQs.
If you don’t see “(new)” next to Goals in the drop-down menu, your organization might still be using Goals (classic). In that case, refer to our Goals (classic) support guide for guidance on creating goals.
If you're new to using Goals (new), this Admin guide will help you get started with setting up your organizational structure and assigning goal creators for group goals. This will allow you to effectively manage and track goals within your organization.
Before you begin
If you're new to Performance or Goals (new), follow this checklist to ensure your account is set up for Goals (new). If you've previously used Performance or Goals (classic), it's likely you've already completed these steps so you can skip ahead to the Creating an Organization Structure section.
Manager Email: Ensure your data includes Manager Email (or an equivalent demographic like Supervisor Email) for most employees.- Valid Hierarchy: Set up a valid hierarchy. This hierarchy will be re-validated during any user import to ensure it stays updated and accurately reflects your reporting lines for Goals (new). Without a validated hierarchy, manager-level visibility features won't work. For setup steps, see our Add Your Hierarchy support guide.
- Employee Data: Ensure your employee data includes the demographic groups you want to build your organization structure with. See our Employee Data File Template for guidance.
- Enable Collaborations: Make sure "Collaborations" (formerly known as Teams) is enabled in your account so your team can create Collaboration groups and goals. To get this feature activated, simply reply with "ask a person" in a support conversation to connect with a specialist.
1. Create an organizational structure
Your organization's structure, or org structure, is an important aspect of using Goals (new). It allows you to add the structure of your organization to Culture Amp using the demographics in your employee data. This structure can then be used to classify and align goals across your organization.
To set up your org structure, use employee demographics to segment your company. For step-by-step instructions, check our Organization Structure support guide. To understand how employee data uploads affect your org structure, review the How Employee Data Affects Organization Structure guide.
With your org structure in place, you can assign goal creators to different units. This allows these employees to set goals for their respective groups.
2. Assigning goal creators for group goals
Once your organizational structure is established, you can grant employees permission to create group goals by assigning them the goal creator role for specific org units, e.g. a department.
Here’s how:
Navigate to the Account Settings Goals Page
Go to Settings > Account and select the Goals page.
Expand Organizational Units
Use the drop-down arrow to expand the list of organizational units.
Assign the Goal Creator Role
Click Add goal creator beside the desired Org Unit.
In the Choose People drop-down, type the employee's name.
You can add more than one employee if needed.
Click Save to finalize the role assignment.
Group goal creation
Once assigned to a specific org unit, a Group Goal Creator will see that unit listed in the Group drop-down menu after selecting Create a Group Goal. For details on creating group goals, refer to our support guide.
Key resources
These resources are key for getting Goals (new) up and running smoothly at your organization.
Admin:
Goals (new) migration information: Discover details about the key migration information for Goals (new), including key dates, feature upgrades and FAQs.
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 (new) employee usage report: Get an overview of goals across your organization with the Employee Usage Report.
Populating the Individual Goals (new) import template: Bulk import individual delivery goals (new) in Culture Amp: download, complete, and share the template with Culture Amp Support.
📹 Launch Goals (new): 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 (new): Ensure your employees are set up for success with our Goals (new) support guide, covering everything they need to know about accessing, creating, managing, and tracking goals efficiently.
📹 Set performance goals: for employees - (new): 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 (new): 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 (new) experience, please don't hesitate to speak with a Product Support Specialist by replying with “Ask a Person” in a Support Conversation. We are here to help make this transition as smooth as possible for you and your team.