Defining Goals Management Participation

Once you have enabled the Goals Management feature for your academy, you, as an Admin, are ready to define which (Above) Units will participate in this feature and which managerial jobs should be able to view and assign goals!

Organization Settings

Select the Development Admin Workspace. Under Settings on the left, select Organizational Settings.


Filter results and select which of the Above Units, Units, and Jobs will use goals.

Managerial Jobs - Permissions

You then need to define which managerial jobs will be able to view and assign goals.

Select the Academy Admin Workspace.


Review the Above Unit and Unit permissions. Assign the View & Assign Goal permission where needed.

Having a correct and solid organizational structure is one of the key factors in the success of Goals Management. So do not hesitate to spend a little more time on building a solid org structure and once you are ready feel free to create the Pillars and/or Areas for your Goals.

Related Articles

Defining Permissions per Job

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