Who can use this feature?
Users who are the goal creator or owner can edit draft goals. Users who are the goal owner can edit published goals. Account administrators and Goals administrators have permission to edit any goal (draft or published).
Available on:
All Culture Amp subscriptions that include goals (new)
At Culture Amp, we’ve streamlined goal management to make it easier for you to keep track of your objectives.
Editing a goal
Whether your goal is still in draft form or has been published, you can make changes as needed.
Draft Goal: To edit a draft goal, you need to be a Account administrator or the creator or owner of the goal.
Published Goal: To edit a published goal, you must be a Account administrator or the goal owner.
How to edit:
On the Goals (new) page, locate the goal you want to edit.
Click the ellipsis (⋯) next to the goal.
Select Edit from the menu.
Make your changes and click Save to update the goal.
Copying a goal
Copying a goal helps you quickly duplicate an existing goal without starting from scratch. You can copy any goal you own or have administrative access to from either the Goal list view or Goal detail view.
Copy a goal from the list view
Navigate to the Goals page.
Locate the goal you wish to copy in the list.
Click the ellipsis (...) icon next to the goal.
Select Copy goal from the dropdown menu.
Rename and update as needed.
Click Publish goal or Save draft.
A duplicate of the selected goal will appear in the list.
Copy a goal from the Goal detail view
Open the specific goal you want to copy by clicking its title.
In the top right corner of the goal detail view, click the ellipsis (...) icon.
Select Copy goal from the menu.
Rename and update as needed.
Click Publish goal or Save draft.
Manage your duplicated goals
Once a goal is copied, you can edit its title, due date, and key details to align with your current objectives.
Assigning a goal to another person
You can transfer goal ownership whether the goal is in draft or published status.
Draft State If you’re the goal creator and you assign the goal to someone else, you can still view, publish, edit, and delete the goal until it’s published. The new goal owner will also have these permissions.
Published State Once a goal is published, the new goal owner will be able to view, edit, publish, and delete the goal.
How to update the goal owner
On the Goals (new) page, find the goal you want to reassign.
Click the ellipsis (⋯) to open the menu and select Edit.
Under the Owner dropdown, use the search field to find the employee by name.
Check the box next to their name to assign them as the new goal owner. To remove yourself, uncheck your name.
Click Save to update the goal.
Deleting a goal
If you find a goal that no longer fits your objectives or was created by mistake, you can easily delete it.
How to delete a goal
Remember: Deleting a goal is permanent and cannot be undone. Ensure that you want to remove the goal before proceeding.
Related pages:
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