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Administrator Guide
Laatst bijgewerkt: 2023-09-08
Set Up Individual Goals

Set Up Individual Goals

Security:
  • Self Service: Employee Goals
     domain in the Performance Enablement functional area.
  • Worker Data: Employee Goals
     domain in the Performance Enablement functional area.
You can configure which options are available when you create, edit, or view individual and cascaded goals. You can hide or require fields for all workers, or hide or require fields for workers in specific security groups. When you configure a field to be required, Workday displays a red asterisk in the goal and workers are required to enter a value. If you don't specify a field to be hidden or required, Workday displays the field to all workers and is optional to complete.
If you hide these fields in goals, Workday also hides them in the
Archive Goals
 task:
  • Category
  • Status
  • Completed On
  • Associated Reviews
  1. Set up these initiating actions on the
    Manage Goals
     business process to control what operations workers and managers can perform for goals:
    • Create My Individual Goals
    • Create Individual Goals for Worker
    • Edit Individual Goals
    • Review Goals
    • Delete Goal
    • Archive Goals
  2. Access the
    Maintain Goal Setup
     task.
    Use the
    Configure Individual Goals
     section to set goal fields to be included in individual goals. For information on the goal fields, see the
    More Information
     help text on the task and Reference: Individual Goal Fields. 
  3. To display a goal field and make it optional for all workers, don't add the field to the grid or set criteria to hide or require it.
    Workday enables all individual goal fields as viewable and optional for all workers by default. No action is required.
  4. To hide or require a goal field, click the + icon to add a row to the grid.
  5. Select a goal field from the drop-down in the
    Field
     column.
  6. Select 1 of these options from the drop-down in the
    Criteria
     column:
    • Hide for All
    • Require for All
       (supported on selected fields only)
    • Security Group
  7. If you selected the
    Security Group
     criteria, select the security groups you want the field hidden from or required for.
    If you hide the
    Milestones
     field, Workday doesn't display the
    Milestones
     tab on the
    Create Goal
     or
    Edit Goal
     tasks.
    If you don't hide all of these fields, Workday displays the
    Track By
     field in the individual goal:
    • Actual
    • Maximum
    • Minimum
    • Target
  8. (Optional) Click the
    Enforce Required in Web Services
     check box to have Workday enforce the required field when managing goals in web services.
    • If you require the goal field and select the check box, Workday sends a validation message in the web service if you don't include the goal field.
    • If you require the goal field but don't select the check box in the grid, Workday won't send a validation message if you don't include the field in the web service.
    • If you hide a goal field but enter a value in that field in the
      Manage Goals
       web service, Workday loads that field without a validation.
    • When you include goals in employee reviews, Workday enforces required goal fields in employee review web services. The field and its value will remain hidden in the user interface.
    Workday doesn't support the Not Enterable For column on this task.
  9. Click
    OK
     and
    Done
    .
Workday includes, hides, or requires the fields in individual goals based on your configuration. Any configuration updates are effective immediately and impact past, present, and future individual goals, including goals in employee reviews.