Create a PeopleGoal Account

PeopleGoal is a customizable employee experience and performance management platform. It helps organizations streamline goal setting, performance reviews, feedback, recognition, onboarding, surveys, and overall employee engagement. With PeopleGoal, HR teams, managers, and employees can collaborate in a centralized workspace to drive performance, improve engagement, and support organizational growth.

Creating an account allows you to:

• Establish a dedicated workspace for your company with its own unique subdomain.

• Add users individually or import them in bulk using templates.

• Invite team members to collaborate.

• Join existing organizational accounts with ease.

Use Case: A growing company wants to streamline its performance management. The HR manager sets up a PeopleGoal account with a unique subdomain, invites department heads to join, and then imports all employees using the bulk upload template. Within minutes, the company has a structured, ready-to-use platform where teams can connect and collaborate.

In this article, you'll learn:

1. Setting up a new account

2. Inviting others to join

3. Importing users

4. Managing invitations

5. Joining an existing account

Steps to Create a PeopleGoal Account

Step 1: Set Up a New Account

• Go to the PeopleGoal sign-up page and click Create a new account.

• Enter your organization’s name and a short description of what you’re looking for. This helps the PeopleGoal team suggest the most relevant apps.

• Select your Role title and Organization size, then click Next.

• Create a unique subdomain for your account. This subdomain becomes your organization’s PeopleGoal URL, so choose something close to your business name.

• Click Create your account to finish.

Step 2: Invite Others to Join Your Account

You can invite teammates during account setup or later from the Users section.

a. During Setup

• Enter teammates’ email addresses in the Email section.
• Click Send invitation.
• If you want to skip for now, click I’m done, take me to my account!.

b. After Setup

• Go to the Account menu in the left-hand navbar and click Users.
   

• Select the Invitations tab.
• Enter email addresses of teammates you want to invite.
• Click Send invitation.
   

Step 3: Import Users in Bulk

• Go to the Import users tab and click Download import template.

• Fill out the fields on your Excel template and save your local copy to upload this to PeopleGoal in the next step.
• On the Import users tab, click Next step to continue.

• Click Select import data and choose your Import Template from where it's saved on your local machine.
• Click Upload data, and you'll see a new field appear in the Data imports area.

• Once uploaded, click the new record in Data imports.
• Assign Account Owners (only a few should have this role).
• Click Invite users to send invitations automatically.

Step 4: Manage Invitations

• Go to the Invitations tab to view the status of all invitations.
• Click Delete invitation to revoke access for users who haven’t signed up yet.

Step 5: Join an Existing Account

Instead of creating a new account, you can request to join an existing one.

• Go to PeopleGoal sign-up and click Join an existing account.
• Enter your organization’s unique subdomain and click Send request.

• If successful, you’ll see a confirmation message. Account owners will review your request, and you’ll be notified by email once approved.

Next Steps

Once you’ve created or joined an account, you’ll be taken to your PeopleGoal Dashboard, where you can access your profile, workspaces, apps, and teams.

That’s all about creating and managing a PeopleGoal account. If you have questions or run into issues, please contact our support team.