Who can use this feature?
Available on:
All Culture Amp subscriptions with Performance that include Goals.
Group goals allow teams to align their objectives within organizational structures or collaborative projects. This guide will walk you through the basics of creating and managing group goals.
Group Types
There are two types of groups you can create and manage:
Organizational unit groups:
Formerly known as "Departments", these groups are permanent and represent company demographics like Regions, Divisions, or Teams. Only Administrators can add these groups.
Collaboration groups:
Formerly known as "Teams", these are cross-functional groups outside of the formal organizational structure. Any employee can create a collaboration.
Creating a Collaboration Group
Collaboration Groups are designed for cross-functional projects. Follow these steps to create one:
1. Create collaborations:
Under the Goals drop-down click on Collaborations
Select Create collaboration to start.
2. Enter collaboration details
Name: Required. Duplicate names are allowed.
Add Administrators and Members: Optional. Administrators manage the collaboration and have permissions to edit, delete, and publish group goals. By default, you will be assigned as the Collaboration Administrator but you can remove yourself and assign someone else.
3. Save collaboration
Click Save collaboration.
Viewing Group Groups
Go to the Goal list view.
Filter by Group to see all organizational unit groups and collaborations.
For more specific results, you can further refine your view by using additional filters such as Goal Status, Owner, Due Date, Collaboration, Group Members, Goal Type, and Goal Conditions.
Creating a Group Goal
Creating a group goal is similar to creating an individual goal with the added step of selecting a group and an additional visibility option: "Group Members." You’ll only see groups you have permission to create goals for.
Steps to create a group goal:
Select Goals from the main Goals menu
Click Create goal to begin.
Choose Group goal
Choose the appropriate group from the list.
Set visibility: Choose from the following options:
Everyone: All employees can view the goal.
Specific People: Only goal owners, key result owners, administrators, the owners’ managers, and selected employees can view the goal.
Private: Only goal owners, key result owners, administrators, and the owners’ managers can view the goal.
Group Members: Only group members, goal owners, key result owners, administrators, and the owners’ managers can view the goal.
6. After completing all mandatory fields, click Save draft or Publish Goal.
Note: If a group has no assigned users, it won’t appear in the dropdown when creating a group goal. To ensure it shows up, assign at least one user to the group.
Assigning a Goal to Another Group
You can transfer a draft or published group goal to another group as long as you are the group admin or goal creator for that group.
How to update the group:
On the Goals page, find the goal you want to reassign.
Click the ellipsis (⋯) to open the menu and select Edit.
In the Group dropdown, enter the group name and check the box to select.
Click Save to update the group assignment
Managing Goals When Users or Groups Are Removed
If someone leaves the company or if a group is removed, you can now use the Goal conditions filter to quickly identify goals that are associated with deactivated users or removed groups. This makes it easy to take quick action—such as reassigning, archiving, or deleting goals—ensuring no outdated goals remain unmanaged.
You can also use this filter to identify any overdue goals.
What Are Orphaned Group Goals?
Orphaned group goals occur when:
A group assigned to certain goals is deleted without first reassigning those goals.
A collaboration linked to group goals is removed without reassigning them.
When this happens, you’ll see the title of the old group with a removed status next to it on the goals screen.
Where to find orphaned Group goals:
In the Goals report: The old group name will show with a deactivated status
In the Goals list view: The group will be labeled with the old group name and removed status under the Goal name.
Collaboration goals at this stage will not reference the old name, and will only say deactivated group.
How to Resolve Orphaned Group Goals
If you encounter orphaned group goals, you or the goal owner can resolve this issue easily.
Steps to reassign orphaned goals:
Go to edit mode for the orphaned goal.
Click on the Group drop-down menu.
3. Choose an appropriate group from the list.
4. Click Save to confirm the new group assignment.
Related pages:
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