Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-09-08
Create or Edit Organization Goals

Create or Edit Organization Goals

  • Set up default organization goal options using the
    Maintain Goal Setup
     task.
  • Create goal periods with the
    Maintain Goal Periods
     task.
Security:
Worker Data: Organization Goals
 domain in the Performance Enablement functional area.
Create and maintain goals for supervisory organizations. You can:
  • Link goals to goals that are 1 or more levels up in the organization hierarchy.
  • View or manually enter a percent complete.
  • Associate them with supporting business initiatives.
    Initiatives is only available as field if you have the Projects product.
  1. Access the
    Manage Organization Goals
     task.
  2. Select an
    Organization
     and
    Goal Period
    .
  3. Create a new goal or change an existing organization goal.
  4. As you complete the task, consider:
    Option Description
    Percent Complete
    Enter the completion percentage of the organization goal manually.
    Available if you select the
    Enable Percent Complete
     check box on the
    Maintain Goal Setup
     task.
    Organization Alignment
    Link this organization goal to goals that are 1 or more levels up in the organization hierarchy. To delete a link to another organization goal, clear this field.
    Available if you select the
    Organization Alignment
     check box on the
    Maintain Goal Setup
     task.
    Supporting Initiatives
    Select initiatives that aren't already associated with an organization goal.
    Private
    Only members of the organization chain can see the goal. Goals that have
    Supporting Initiatives
     can't be private.
    Automatically selected if you selected the
    Default Organization Goal to Private
     check box on the
    Maintain Goal Setup
     task.
    Calculated
    Enable Workday to calculate the completion percentage of the organization goal. If you check this field, the
    Percent Complete
     field becomes noneditable.
    Available if you select these check boxes on the
    Maintain Goal Setup
     task:
    • Organization Alignment
    • Enable Percent Complete
    • Allow Automatic Calculation of Percent Complete
  • Associate an individual goal with an organization goal.
    Once you associate an organization goal with an individual goal, you can't delete an organization goal even if you delete the individual goal or remove the association.
  • Use the
    View Goal Alignment
     task to view organization goal alignment with other goals in the same supervisory organization hierarchy. You can also drill down to see which workers and their respective individual goals align with the organization goal.