At Culture Amp, we’ve streamlined goal management to make it easier for you to keep track of your objectives.
Who can use this feature?
Users who are the goal creator or owner can edit draft goals. Employees who are the goal owner can edit published goals. Admins, have permission to edit any goal (draft or published).
Available on:
All Culture Amp subscriptions that include goals (new)
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 the creator or owner of the goal.
Published Goal: To edit a published goal, you must be the goal owner.
How to edit:
On the Goals (new) page, locate the goal you want to edit.
Click the three dot icon (⋯) next to the goal.
Select Edit from the menu.
Make your changes and click Save to update the goal.
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 three dot icon (⋯) 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.
Assigning a goal to another group
You can transfer a draft or published group 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 (new) page, find the goal you want to reassign.
Click the three dot icon (⋯) to open the menu and select Edit.
In the Group dropdown, use the search field to find the group by name and check the box next to it.
Click Save to update the group assignment
Related pages: