Setup Considerations: Organization Goals

You can use this topic to help make decisions when planning your configuration and use of organization goals. It explains:

Why to set them up.

How they fit into the rest of Workday.

Downstream impacts and cross-product interactions.

Security requirements and business process configurations.

Questions and limitations to consider before implementation.

Refer to detailed task instructions for full configuration details.

What They Are

Organization goals apply to a supervisory organization and to all workers in it. In contrast, individual goals apply to just 1 employee. Organization goals don't apply to subordinate supervisory organizations, but goals can be linked throughout the supervisory organization hierarchy.

Business Benefits

You can align organizational and individual goals, enabling workers to accomplish their initiatives and yours.

Use Cases

Managers can consistently align individual goals to an organization goal.

Workers and managers can:

Align individual goals with organization goals.

View goals aligned to their supervisory organization.

View how individual and organization goals are aligned using the

Navigate Goal

report.

Track overall progress against an organization goal with automatically calculated completion percentages.

Questions to Consider

Questions	Considerations
How do you want managers to link their organization goals to other organization goals in the organization hierarchy?	You can enable managers to link organization goals to just the immediate parent organization, or up through the whole organization hierarchy. You can also prevent linking organization goals by default.
Do you want to align individual goals in performance reviews to organization goals?	You can align individual goals to organization goals and then pull the individual goals into performance reviews. Or, managers and employees can link individual goals to organization goals during the Set Content step in performance reviews.
Who do you want to view organization goals?	You can create private organization goals so that only members of the supervisory organization hierarchy can see them. You can also configure organization goals so they're private by default.
How do you want to calculate goal completion?	You can manually calculate the completion percentage of an organization goal, or you can have Workday automatically calculate the percentage.
How does Workday factor individual goal weight into the calculated completion percentage of organization goals?	Workday doesn't include individual employee goal weight when calculating the completion percentage of the organization goal. Map percentages to your goal completion statuses to enable calculation of completion percentages.
How do organization goals align with the company's fiscal year?	You can define specific timeframes in which an organization goal applies.

Recommendations

Archive outdated organization goals to improve performance when running goal reports.

Create alignment in your organization hierarchy by selecting an organization goal in the

Organization Alignment

field of the

Add Goal to Employees

task when cascading goals.

Check organization goal progress on a quarterly basis to ensure you're on track to meet the goal.

Allow organization alignment through the organization hierarchy when you set up your goals to avoid having to create an organization goal for every level of your supervisory organization. Employees can align their individual goal directly to an organization goal that is a few levels above.

Allow automatic calculation of percent complete to have Workday automatically calculate the organization goal progress based on the statuses of aligned employee goals.

Limitations

You can align an employee goal to only 1 organization goal at a time.

The organization goals in the

View Goals for Worker

worklet only displays organization goals for the current goal period. To replace this task, you can create a custom report using the

Configure Profile Group

task.

You can't hide the

Supporting Initiatives

field in an organization goal.

You can only sort organization goals in alphabetical order by supervisory organization. You can't sort them by organization hierarchy. Example: You can only sort from the lowest supervisory organization to the highest supervisory organization in a hierarchy.

Private organization goals restrict who is able to view and align to that organization goal.

Workers with multiple jobs or positions can only align to goals of the primary position.

Workday doesn't support organization goals for organization types outside of supervisory organizations.

Workday doesn't support hiding or requiring fields for organization goals.

Tenant Setup

No impact.

Security

Configure these domains in the Performance Enablement functional area.

Domain	Considerations
Set Up: Goals	Set up this domain to support all goals, including both employee and organization goals.
Self-Service: Organization Goals	Workers secured to this domain can view organization goals.
Worker Data: Organization Goals	Use this domain to manage and view organization goals. Administrators can restrict access using modify permissions to specific roles.
Performance and Goals: Contingent Worker Eligibility	Workers secured to this domain can participate in goals and to link their goals to organization goals.

Business Processes

No impact.

Reporting

Reports	Considerations
View Organization Goals	Use to view organization goals for 1 supervisory organization.
View Goals for Worker	Use the Organization Goals tab on this report to view all organization goals that apply to a worker in the current goal period. The Individual Goals tab also shows how individual goals are aligned to organization goals.
View Goal Alignment	Use to view the percent completion of an organization goal and a list of all workers that have individual goals aligned to an organization goal.

Integrations

Workday provides these web services for organization goals secured to the Worker Data: Organization Goals
domain:

Web Services	Considerations
Get Organization Goals	Retrieve active and archived organization goals from your tenant.
Put Organization Goal	Upload active and archived organization goals to your tenant.

Connections and Touchpoints

Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.

Steps: Manage Organization Goals

Create or Edit Organization Goals

The Next Level: Overview of Primary Position Designation Impact