Create or Edit Individual Goals

Opt in to the Goals Redesign User Interface Changes feature.

Using the

Maintain Goal Setup

task, set up options for individual goals, including hiding or requiring fields for all users, or for specific security groups.

Configure the Manage Goals
business process and security policy in the Performance Enablement functional area.

Create, edit, or delete individual goals for yourself or another employee on the Workday desktop or mobile app. You can delete individual goals when they're:

Not part of in-progress or completed employee reviews.

Marked as

Editable

when cascaded to employees.

To prevent editing of goals that are part of in-progress reviews, select

Lock Goals Associated with In Progress Reviews

on the

Maintain Goal Setup

task. Regardless of this setting, you can edit goals within employee reviews.

Goals that are in Needs revising
state that you pull into a review will have the Needs revising
status removed when the review is completed, but the original approval will still display in the

Inbox

of the approver.

Access the appropriate task or report:

View Goals for Worker

My Goals

Click

Create Goal

to create a new goal.

Click

Edit Goal

on the card of the goal you want to update.

You can add goals for any section, regardless of the section rule. Workday moves a goal to the appropriate section after it's approved.

As you edit the fields in the

Goal Details

tab consider:

Optie	Omschrijving
Goal	Enter the Goal name.
Description	Available if you enable the Description field to be optional or required on the Maintain Goal Setup task.
Status	Available if you: Set up goal completion statuses. Enable the Status field as optional or required on the Maintain Goal Setup task. Goal statuses determine which goals are eligible to move from 1 employee review to the next.
Category	Available if you: Create goal categories. Enable the Category field as optional or required on the Maintain Goal Setup task.
Organization Alignment	Available if you: Configure the Self-Service: Organization Goals and Worker Data: Organization Goals domains. Enable 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 supervisory organization.
Due Date	Available if you enable the Due Date field to be optional or required on the Maintain Goal Setup task.

As you edit the fields in the

Additional Details

tab consider:

Optie	Omschrijving
Relates To	Available if you configure at least 1 talent tag (competency, development item, or feedback) for goals on the Configure Talent Tags task.
Weight	Available if you don't hide the Weight field on the Maintain Goal Setup task.
Associated Reviews	Displays reviews associated with the goal. Available if you don't hide the Associated Reviews field on the Maintain Goal Setup task.
Track By	Used to track goal progress where there are quantitative methods to measure whether a goal is achieved. Available if you don't hide any of these fields on the Maintain Goal Setup task Target Actual Minimum Maximum