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Administrator Guide
Last Updated: 2024-01-12
Cascade Goal to Employees

Cascade Goal to Employees

  • Configure the
    Cascade Goals
     business process and security policy in the Performance Enablement functional area. See Steps: Configure Business Process Definitions.
  • (Contingent workers only) Add workers to the
    Performance and Goals: Contingent Worker Eligibility
     domain in the Performance Enablement functional area.
You can assign the same individual goal to a group of employees by cascading a goal. The cascaded goal for each employee is independent of copies of the same cascaded goal for other employees. You can prevent editing so recipients can't change the goal details.
You can cascade a goal to:
  • Employees and contingent workers.
  • Supervisory or custom organizations, including subordinates.
  • Talent pool.
You can cascade public or private organization goals, or an individual goal that supports an organization goal. Goals that support a private organization goal can only be cascaded to employees in the same organization hierarchy. Example: If an employee has multiple positions, you can only cascade private organization goals for the primary position's supervisory organization.
You can also create filtering rules on a talent pool, and cascade goals to that talent pool.
If you want to assign a single previously cascaded goal to additional employees, use the
Add Additional Employees to Goal
 task. Goals that you choose to be cascaded, regardless of whether they're organization or individual goals, all become individual goals after you complete the
Add Goal to Employees
 or
Add Additional Employees to Goal
 tasks.
  1. (Optional) Determine if your event is large enough that you need to work with the Workday Production Readiness Team. See Workday Community: Production Readiness: Large Volume Events Best Practices for guidelines about opening a Production Readiness case.
  2. Access the
    Add Goal to Employees
     task.
  3. Use an
    Assign To
     list to select which employees will receive the goal:
    • Employees
      .
    • Talent Pool
      .
    • Organizations
      , with the option to include subordinate organizations.
  4. As you complete the task, consider:
    Option Description
    Goal
    Limit the title length for best display.
    Category
    Available if you:
    • Create goal categories.
    • Enable the
      Category
       field as optional or required on the
      Maintain Goal Setup
       task.
    Description
    Available if you enable the
    Description
     field as optional or required on the
    Maintain Goal Setup
     task.
    Organization Alignment
    Available if you enable:
    • The
      Self-Service: Organization Goals
       and
      Worker Data: Organization Goals
       domains.
    • The
      Organization Alignment
       field as optional or required on the
      Maintain Goal Setup
       task.
    Link this individual goal to any public organization goal or to a private goal in your own organization.
    Minimum / Maximum
    Available if you enable the
    Minimum
     or
    Maximum
     fields as optional on the
    Maintain Goal Setup
     task.
    If you select a
    Track By
     option, Workday displays editable fields for tracking goals. Example: If you select
    Amount
     from the
    Track By
     field, Workday displays the
    Minimum Amount
     and
    Maximum Amount
     fields.
    Weight
    Available if you enable the
    Weight
     field as optional on the
    Maintain Goal Setup
     task.
    Indicate the goal priority using any weighting scale.
    Due Date
    Available if you enable the
    Due Date
     field as optional or required on the
    Maintain Goal Setup
     task.
    Editable
    Enables recipients to change their assign goal details after the goal has been cascaded.
    Regardless of this setting, you can change the
    Weight
     and
    Status
     of goals in employee reviews.
If you create 2 goals in this task and assign them to 5 employees, Workday initiates 1
Cascade Goals
 business process. The
Cascade Goals
 business process in turn initiates 5
Manage Goals
 subprocesses, 1 for each employee. Each
Manage Goals
 subprocess includes 2 goals.
  • You can select any combination of employees, talent pool, and organizations to receive a goal using the
    Add Additional Employees to Goal
     task.
  • You can use the
    Correct
     related action to edit the instance of the
    Cascade Goals
     business process after saving your work. This only applies to cascaded goals that weren't marked as
    Editable
    .
  • You can rescind the business process and start over to change a cascaded goal that isn't marked as
    Editable
    .