Access rights to goals

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 managed goals, all updates 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 ‘Admin 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 'Users & Teams' > 'Manage Teams' to edit)
• by HRBP's for teams they manage
• Custom setting: by any team member (see 'Admin settings' > 'Goals and OKRs')

Can be updated:

• by (Super) Admins
• by Team Leads
• by HRBP's for teams they manage
• by goal contributors
• Custom setting: ... by any team member (see 'Admin 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.