When setting up a goal, you can assign it to an individual, a team or the entire company. Each of those settings comes with a range of access and editing options. This article summarizes who can create, update, archive, and delete goals.
Personal goals
Can be created:
- By anyone for themselves (i.e. unmanaged)
- By anyone for themselves but as a managed goal that needs to be approved by the manager
- By managers (or additional managers) for their (in)direct reports
- By (Super) Admins for anyone else
- By HRBPs for the people they manage
Can be updated:
- By the owner (for goals needing approval from direct manager, all editing, e.g. changing wording or removing key results, need to be approved by the manager)
- by the manager or additional manager
- By Super Admins
- By goal contributors
- Custom: If regular admins have access to all personal goals, they can update these (see ‘Settings' > 'Module Settings' > ‘Goals and OKRs’)
- By HRBPs for the people they manage
Can be deleted or archived:
- Personal, managed goals can only be archived or deleted by the manager, additional manager, admins, or super admins
- HRBPs can delete or archive personal, managed goals, for the people they manage.
- Other personal goals can also be archived by the owner (i.e. the user who set up the goal)
- Personal goals can also get archived automatically when they have been part of a goal cycle
Team goals
Can be created:
- By (Super) Admins
- By team leads for their team (to set up team leads navigate to 'Settings' > 'Employee Settings' > 'Teams' > click on a team and type the name of the user)
- By HRBPs for teams they manage
- Custom setting: by any team member (see 'Settings' > 'Module Settings' > 'Goals and OKRs')
Can be updated:
- By (Super) Admins
- By Team Leads
- By HRBPs for teams they manage
- By goal contributors
- Custom setting: ... by any team member (see 'Settings' > 'Module Settings' > 'Goals and OKRs')
Can be deleted or archived
- By (Super) Admins
- By HRBPs for teams they manage
- By the owner of the goal
- Automatically when part of a goal cycle
Company goals
- Can be created by (Super) Admins
- Can be updated by (Super) Admins or contributors
- Can be deleted or archived by (Super) Admins
Bulk archiving on any level can only be done by Super-Admins.