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Administrator Guide
Last Updated: 2023-06-23
Concept: Employee Goals in Employee Reviews

Concept: Employee Goals in Employee Reviews

You have 2 options when creating employee goals:
  • Add them directly to an employee review. Goals created during the employee review process are always visible in the employee review document.
  • Create goals outside of the review with the
    Add Goal to Employees
     task. You can add these goals to the employee review in 1 of these ways:
    • Manually select and add these goals.
    • Set up Workday to add these goals automatically.
You can't add goals that are pending approval to reviews if you enabled
Lock Goals Associated with In Progress Reviews
 in the
Maintain Goal Setup
 task.
On the
Create Employee Review Template
 task, add a
Goals
 section, and configure it in 1 of these ways:
Option
When You Start the Review
Load Content from Previous Review
.
Select from:
  • Carryover with Item Evaluation Content
    .
  • Consolidate
    .
Workday moves the most current version of the employee goal within the same section.
The current review template settings determine the previous ratings and comments that you see.
Allow User to Add Existing Goals Manually
.
You can add a goal or select a goal from the
Pull in Goal
 prompt during the
Set Content
 and
Evaluation
 steps.
You can't add goals associated with in-progress reviews to the same worker.
Load Relevant Goals
.
(Optional) To filter relevant goals, select from:
  • Filter Relevant Goals by Category
    .
  • Filter Relevant Goals by Goal Template Rule
    .
Workday automatically loads goals at these 2 points in the review process:
  • Beginning of the
    Set Content
     phase
  • Beginning of the
    Evaluation
     phase.
On these options, Workday records all goal attributes but displays only the attributes you enable on the
Maintain Goal Setup
 task:
  • Carryover
  • Consolidate
  • Pull In Goal
  • Load Relevant Goals

Allow User to Add Existing Goals Manually

The selection list includes goals that are:
  • Added in all types of employee reviews and those added using the
    Add Goal to Employees
     task.
  • Not already in the review.
  • The most current version with any completion status.
  • Not archived.

Load Relevant Goals

When you select
Load Relevant Goals
, you can optionally filter goals by category or by template rule. When you load goals but don't select a filter option, Workday loads goals that are:
  • Created using the
    Add Goal to Employees
     task.
  • Not already in this review or another in-progress review.
  • The most current version (excluding in-progress changes) with any completion status except
    Not Applicable
    . For more information, see Set Up Goal Completion Statuses.
  • Due during the employee review start and end dates. If a goal has no due date, Workday adds goals created between the review start and end dates.
  • Completed between the start and end dates of the employee review.
  • Not archived.
When you load goals by category, Workday loads goals in the categories you select.
When you load goals by template rule, Workday loads goals using the above criteria that:
  • Satisfy the goal template rule.
  • Are active (not deleted or archived).
  • Aren't associated with another in-progress review.
A goal can only be in 1 section at a time. When you configure more than 1
Goals
 section to load goals by the same or overlapping rule, Workday loads goals based on your configured section order.
When you use
Carryover with Item Evaluation Content
 or
Consolidate
 with
Filter Relevant Goals by Goal Template Rule
 and
Filter Relevant Goals by Category
, Workday loads goals first by the Carryover or Consolidate criteria, then adds goals that satisfy the goal template rule.
If you make changes to a goal in an employee review, and make changes outside of the review (ad hoc goal management), Workday only displays the last set of changes for completed goals that have been made or approved. Workday doesn't display pending changes, such as goals awaiting approval.
You can view all goal changes in the:
  • History
     section of the
    View Goal
     report.
  • View Worker History by Category
     report on worker profiles.