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Manage Your Goals

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This job aid outlines the process for an Employee to enter or edit Ad Hoc goals and the process for the Manager to review and approve those goals.

Important Information

  • AdHoc goals can be entered at any time outside of the Annual Goal Setting process.
  • The business process will route to the Manager for approval and then back to the Employee for a final review.
  • Each time you initiate this business process, the Manager will have to take action on all goals submitted during the process. This means if they would like to send one back for changes, all goals will remain pending approval until changes are made for that individual goal.

Getting Started

  1. From the Workday Home page, navigate to your Worker Profile and select Performance on the left-hand side bar.
  2. On the the Individual Goals tab, select Edit.Performance page with Individual Goals tab selected, page empty with no goals entered and edit button highlighted
  3. Select Add.Individual Goals page with Add button highlighted
  4. Enter the following information:
    • Goal. Enter the name of the goal you will work to accomplish during the performance review period.
    • Description. List detailed information and criteria regarding your goal.
    • Status. This is your current status regarding the goal.
    • Supports. These are goals within your Organization which your goal may support, if applicable.
    • Due Date. This is the date by which you are expected by your Manager to have met the goal.Add Goal dialogue box displayed with sample text entered for Goal, Description and Status

Note: Select Add to add another goal. You will see the goal just entered populated and another space available to add your next goal. You can edit goals already entered if you would like to make changes.

  1. Continue steps 3–4 until you have finished entering your goals.
  2. Select Submit. You will now see the goals you entered on the Performance page under the Individual Goals tab.

Individual goals page with one goal in focus showing a status of pending approval

These goals are labeled as pending approval until your Manager approves the goals. Navigate to the Up Next tab for the next steps in the process.

Up Next

Review Goals (Manager)

The Manager reviews the goals and approves or sends back for edits. The Employee then completes a final review to complete the process.

  1. Select the To Do: Review Goals from your Workday inbox.
  2. Read the goals and select the appropriate action (Approve, Send Back, or Deny).Review Goals To Do Received by the employee

Note: When choosing Send Back, the Manager must add a Reason for the Employee regarding necessary changes. The Manager can also make edits to the goals that will be visible to the Employee.

Review Goals (Employee)

The Employee receives a To Do: Review Goals in their Workday inbox. The Employee needs to review the goals to determine if edits were made and do a final review.

  1. Select the To Do: Review Goals from your Workday inbox.
  2. Follow the instructions that ask you to review your goals. If your Manager made changes, you will see them in your Worker Profile.
  3. Select Submit for the To Do: Review Goals.

Edit AdHoc Goals (Employee)

The process to edit goals is similar to entering goals. The Employee will edit goals, the business process routes to the Manager, and the Employee will do the final review.

  1. Follow step 1 outlined in the Getting Started tab to access your goals.
  2. Select Edit on the Individual Goals tab.Individual Goals page with goals entered and edit button highlighted
  3. Select the goal you would like to edit and make your changes.The Edit Goal page showing the goal and description fields
  4. Select Submit.

Review AdHoc Goals (Manager)

The Manager reviews the edited goal and approves or sends back for edits.

  1. Select the To Do: Review Goals from your Workday inbox.
  2. Read the goals and select the appropriate action (Approve, Send Back, or Deny).Review Goals To Do Received by the employee

Note: When choosing Send Back, the Manager must add a Reason for the Employee regarding necessary changes. The Manager can also make edits to the goals that will be visible to the Employee.

Review AdHoc Goals (Employee)

Once the Manager approves the goal, the Employee will receive a final To Do to review the goal and submit to complete the process.

This completes the Manage Your Goals business process for AdHoc goals.