How to Set Goals in Workday as a Manager

Created by Kimberly Weilert, Modified on Tue, 22 Apr at 4:31 PM by Kimberly Weilert

1. Using the Menu in the top, left corner, click on Team Performance.

If you do not see it listed, click on the Add button and

Search for Team Performance.

2. From the Team Performance dashboard, there are several ways to add a goal. Goals can be added to an individual worker or to your whole team. To get started, click on Add Goal to Employees.

3. To add a goal to an individual or a limited number of employees, make sure Create New

Goal is selected and type their name(s) into the Assign To field in the pop-up window,

or select My Team from the drop-down and check the box by the employee’s name.

4. To add a goal to all employees within your organization, make sure Create New Goal is

selected and click on Organizations in the Assign To field. Click My Organizations from the

drop-down menu.

a. If you have an Organization with employees reporting to other managers or supervisors AND you would like to include them in the goal, check the Include Subordinate Organizations box. Otherwise, Workday will only assign the goal to your direct reports.

5. Once you have chosen the employees or the organization, click on OK.

6. Complete the fields on the Add Goal screen.

a. Track By should be listed as Percent, and the Target Percent should be 100.

b. Be sure to leave the Editable box checked. If you uncheck this box, workers will not be able to add Milestones or update their completion status.

c. You can add further Goals by clicking Add.

d. IF you have selected to add a goal to your Organization, the number of workers it is being assigned to is at the top of the of the task.

7. Once complete, click Submit. The employee will receive a Workday notification that a Goal has been set for them.

a. Employees can edit the Goal by following the steps in the Employee section above.

8. When an employee creates a goal for themselves or makes edits to a goal you have set, you will receive an approval task in your Workday inbox.

9. Click through the tabs to view any changes or Milestones done by the employee. You also have the ability to make edits or changes to the goal at this time. Once complete, click on Submit.

You can also deny the goal or send it back to the employee for revisions. Both options will require a comment.