Individual Goals in Workday - University of Virginia

Performance Management: Additional Goal Setting Options

This job aid provides steps for using the additional goal setting features in Workday: Individual Goals page and Cascading Goals (managers only). MANAGERS: Click here to skip to the cascading goals steps.

Individual Goals in Workday

The individual goals page can be a place to create and manage goals in your Workday profile in addition to the new hire goal setting or year-end performance review form. This page includes how to archive goals. Note: Goals added here do not pull into the year-end reviews. 1. Log into Workday and open your Profile page by clicking on your picture in the top-right corner, then

select View Profile from the drop-down:

2. Click on Performance in the left-hand blue navigation menu: 3. The page should open on the Individual Goals tab:

4. Add goals: Click the Edit button at the bottom of the screen, then the Add button at the top. You can enter multiple goals by clicking the Add button.

Goals created on this page are routed to your manager for approval when you click submit. Please do not submit each goal separately.

MANAGERS: Review and approve goals submitted by your employee from your Workday Inbox.

5. Archive goals: To remove goals from your profile, you'll need to archive them. Click the Archived Goals tab:

6. Click the Archive Goals button at the bottom of the screen.

7. Check the box in the left column of each goal you wish to archive. Note: Goals pending manager approval or included in an in-progress review will not be available to archive until approved or the review is completed.

8. Click OK to archive the selected goals.

Updated: March 2, 2023

Performance Management: Additional Goal Setting Options

Cascading Goals - MANAGER

CASCADING GOALS: Available to managers who wish to send a goal to their direct or indirect reports. 1. In Workday, type "Add Goal to Employees" in the global search bar. 2. Create a new goal or choose an existing to copy. 3. Select the employee(s) or supervisory org(s) you want the goal to cascade to. 4. If you assigned an organization a check box will appear. Check the box if you want to cascade the goal

to everyone in the supervisory org (includes indirect reports). When cascading by organizations, all employee types will be included (regular, wage, temp). If you cascade goals to an indirect report, the goal will be sent to their manager for approval before it is cascaded to the employee. 9. Click OK. 5. Write or review the goal(s). You can add additional goals using the Add button at bottom of the page. The number of employees receiving the goal will appear in the top-left corner of the page. Click on the number to review the list of employees. 6. When finished click Submit to cascade your goal(s).

Updated: March 2, 2023

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