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Administrator Guide
Last Updated: 2023-09-08
Example: Require Fields in Individual Goals

Example: Require Fields in Individual Goals

This example illustrates how to require fields in individual goals.
You want to require certain fields for all workers while also requiring certain fields for workers in selected domains.
  1. Access the
    Maintain Goal Setup
     task.
  2. In the
    Configure Individual Goals
     grid, click the + icon to create a row.
    1. Select
      Description
       in the
      Field
       column drop down.
    2. Select
      Require for All
       in the
      Criteria
       column drop down.
  3. Repeat step 2 for these options in the
    Field
     column that you want to be required for all workers.
    • Description
    • Status
    • Due Date
    • Completed On
  4. Click the + icon to create a row.
    1. Select
      Organization Alignment
       in the
      Field
       column drop down.
    2. Select
      Security Group
       in the
      Criteria
       column drop down.
    3. In the
      Required For
       column, select these security groups from the drop down:
      • Employee As Self
      • Contingent Worker as Self
      • Manager
  5. Click
    OK
     and
    Done
    .
Workday displays the 4 goal fields in steps 2 and 3 with a red asterisk for all workers. Workday displays the
Organization Alignment
 field as required for some workers.