Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-09-20
Set Up Organization Goals

Set Up Organization Goals

Security:
  • Self-Service: Organization Goals
     domain in the Performance Enablement functional area.
  • Worker Data: Organization Goals
     domain in the Performance Enablement functional area.
You can configure which options are available when users create or edit organization goals. You can also link organization goals to other organization goals higher in the organization hierarchy.
You can enable aligning organization goals to other organization goals, and you can also enable workers to align individual goals to organization goals.
You can enable Workday to calculate the completion percentage of an organization goal, or you can track the completion percentage manually. When you configure Workday to calculate the completion percentage of organization goals automatically:
  • Individual goal statuses pending approval aren't counted in the calculation.
  • Individual goals without a status count as zero.
  1. Access the
    Maintain Goal Setup
     task.
  2. To enable workers to align individual goals to organization goals, you can include the
    Organization Alignment
     field in individual goals. If you don't specify the
    Organization Alignment
     field criteria in the
    Configure Individual Goals
     grid, Workday displays the field in all goals and is optional for workers to complete. See Set Up Individual Goals.
    • From the
      Field
       prompt, select
      Organization Alignment
       .
    • From the
      Criteria
       prompt, select
      Require For All
      , or select security groups to require or hide the
      Organization Alignment
       field in individual goals. 
  3. As you complete the task under the
    Configure Organization Goals
     section, consider:
    Option Description
    Show Organization Goal Description Field
    Select to display descriptions for organization goals. You can hide the description for organization goals by unselecting the check box.
    Organization Alignment
    Select to enable organization goals and to link to goals 1 level up in the organization.
    Organization Goal Allows Organization Alignment Through Hierarchy
    Select along with the
    Organization Alignment
     check box to link to goals up the entire organization hierarchy.
    Default Organization Goal to Private
    Select to make organization goals private by default when you create them.
    Enable Percent Complete
    Select to enable only manual entry of the completion percentage.
    Allow Automatic Calculation of Percent Complete
    Select along with the
    Organization Alignment
     and
    Enable Percent Complete
     check boxes to have Workday calculate the completion percentage. You can't hide the status field under the
    Configure Individual Goals
     section.
Workday displays the enabled organization goal options on the
Manage Organization Goals
 task.
Create or edit organization goals.