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Administrator Guide
Last Updated: 2023-09-08
Steps: Manage Organization Goals

Steps: Manage Organization Goals

Security:
Worker Data: Organization Goals
 domain in the Performance Enablement functional area.
You can create goals for supervisory organizations and align them with other supervisory organization goals 1 or more levels up in the hierarchy. You can then link individual goals to organization goals during the employee review process.
If you want to rename labels for goals, use the
Maintain Custom Labels
 task.
  1. Access the
    Maintain Goal Periods
     task to define date ranges to associate with organization goals.
    Security:
    Set Up: Goals
     domain in the Performance Enablement functional area.
  3. (Optional) Access the
    Copy Goal to Organization Goal
     task.
    Copy a goal to an organization goal. You can copy any type of goal to an organization goal and change it to suit your organization.
  4. (Optional) Access the
    Copy Organization Goals
     task to copy a goal from 1 period to another.
    Select the
    Private
     check box to restrict visibility of this goal to members of the organization chain.
  5. Link an individual goal to an organization goal:
    • In the
      Goals
       report on worker profiles.
    • In the
      My Goals
       and
      View Goals for Worker
       tasks.
    • When cascading goals with the
      Add Goal to Employees
       task, select an organization goal the individual goal supports.
    • In the
      Set Review Content
      ,
      Self Evaluation
      , and
      Manager Evaluation
       phase during the employee review process.
View and track organization goals:
  • Select
    Talent
    View Organization Goals
     as a related action on a supervisory organization.
  • Click
    Goals
     on organization profiles. If you enabled activity streams in the
    Edit Tenant Setup - System
     task, you can see comments from other users when you view each goal.
Workday also provides several standard reports to track goals. For a list, access
Workday Standard Reports
 and select the
Goals and Reviews
 and
Organization Goals
 categories.