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Administrator Guide
Last Updated: 2023-09-08
Steps: Configure Goal Templates

Steps: Configure Goal Templates

Security:
Set Up: Goals
 domain in the Performance Enablement functional area.
You can customize how Workday displays individual goals in the
My Goals
 and
View Goals for Worker
 tasks by creating goal rules and configuring a goal template:
  • Goal rules define criteria for organizing goals, such as goal status, category, or due date.
  • The goal template filters goals into sections according to the goal rules.
Workday provides a default template, Ad-Hoc Goal Template that displays all individual goals in 1 section. You can:
  • Add sections.
  • Provide your own section names, including a Default Goal Section Name for goals that don't meet any of the rules defined.
  • Associate a unique rule with each section.
If a goal meets more than 1 rule, it can be in multiple sections. Set up your template rules so that each goal only meets 1 rule to prevent employee confusion when Workday displays the same goal in multiple sections.
Goals that don't match any of your rules are displayed in the default section. Workday hides the default section when empty, but the other sections are always visible.
The template applies to all individual goals and you can update your configuration at any time.
Changes you make to your goal template immediately impact employees.
  1. Access the
    Create Goal Template Rule
     task.
    Create
    Rule Conditions
     to display goals in sections.
    Example: If you want to organize goals by status, create a rule for each goal completion status in your tenant. You can combine multiple conditions in 1 rule.
    Report fields for the Goal business object exclude values from in-progress employee reviews. These fields only return values from completed employee reviews and in-progress or completed Manage Goal events.
    Setting up goal template rules can also impact how you can mass archive individual goals.
  2. Access the
    Configure Goal Template
     task.
    Set up the goal template to define each section on a separate row.
    Example: Create sections named
    Not Started
    ,
    In Progress
    , and
    Completed
     to match the goal status rules.
Workday displays goals in these reports:
  • My Goals
     and
    View Goals for Worker
     reports.
  • View Goals for Worker
     report on worker profiles.
  • Create goals for an individual employee.
  • To update or delete goal rules, use the
    Edit Goal Template Rule
     and
    Delete Goal Template Rule
     tasks.