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

Steps: Set Up Goals

Security:
  • Set Up: Goals
     domain in the Performance Enablement functional area.
  • Set Up: Tenant Setup - HCM
     domain in the System functional area.
  • Set Up: Talent
     domain in the Talent Pipeline functional area.
  • Performance and Goals: Contingent Worker Eligibility
     domain in the Performance Enablement functional area to enable goals for contingent workers.
You can use these types of goals in Workday:
Type
Description
Organization Goals
Goals assigned to supervisory organizations.
Individual Goals
Goals assigned to individual employees.
Cascaded Goals
Same goal assigned to 2 or more employees by an administrator or manager. Once a goal is cascaded, it becomes an individual goal for each employee.
Review Goals
Individual goals that are part of employee reviews.
To rename labels throughout Talent, use the
Maintain Custom Labels
 task.
  1. (Optional) Opt in to goals redesign user interface changes.
    1. Access the
      Maintain Feature Opt-Ins
       task.
    2. In the Goals Redesign User Interface Changes row, click
      Opt In to Feature
      .
      When you opt in or opt out of the goals redesign user interface changes, additional configuration steps might be required depending on your tenant setup. 
  2. Access the
    Maintain Goal Setup
     task.
    • Add workers to the
      Self Service: Employee Goals
       domain so they can view their goals on the
      My Goals
       report.
    • Add workers to the
      Worker Data: Employee Goals
       domain so they can view goals for other workers on the
      View Goals for Worker
       report.
    • Add workers to the
      Self-Service: Organization Goals
       domain so they can view their organization goals on the
      My Goals
       report.
    • Add workers to the
      Worker Data: Organization Goals
       domain so they can view organization goals for other workers on the
      View Goals for Worker
       report.
  7. Configure other goal settings with these tasks accessible from the
    Maintain Goal Setup
     page:
    Optie Omschrijving
    Maintain Goal Units
    Click to create or change unit types to track goal target, actual, minimum, and maximum values.
    Maintain Goal Payout Bands
    Click to create goal payout bands for the
    Net Attainment
     options when configuring the
    Goals
     section on the
    Configure Employee Review Template
     task.
    Configure Talent Tags
    Click to add the ability to link goals to competencies, development items, or feedback using the
    Relates To
     field.
    Maintain Goal Categories
    Click to create or change goal categories.
    Categories simplify goal management and reporting. You can assign categories to individual goals, cascaded goals, and review goals.
    Maintain Goal Periods
    Click to define date ranges to associate with organization goals.
  8. Configure goal templates.
  9. Enable activity stream for the
    Goal
     and
    Organization Goal
     objects.
  • Access the
    View Goal Setup
     report to view details about the goal setup in your tenant.
  • Create or edit organization goals.
  • Create or edit employee goals.