(For Leadership Team) Using the Goals Reports for Leaders & Admin

Purpose: This guide helps those with access to view goals to understand how to use some common goals reports in Workday. 

NOTE: Some reports will take longer to generate than others. You will have the option to continue to wait for the report to generate within Workday, or you can select "Notify Me Later" to continue to work while the data downloads the report as an excel file.

                                     

Table of Contents

• DSST - My Site's Goals
• DSST - Staff Goals
• My Direct Report's Goals
• DSST - All Goal Details
• DSST - My Direct and Indirect Reports Goals
• Goals Summary by Category
• Goals Summary by Category and Job Profile

DSST - My Site's Goals

• The DSST - My Site's Goals report can be searched in Workday and is intended for School Directors. This report pulls all goals for everyone in the prompt organization and it's subordinates (if the box is checked). It only includes staff who have at least one goal. Staff who do not have any goals entered will not show up in the report.
   

Using the Prompts

• Organization
  • If you have access to an entire location(s) and want to see them, search for the location by name. Type "Location" into the organizations field to see a list of all locations you have access to.
    • Tip: to select everything in a dropdown press CRTL+A, then hit enter.
  • If you would like to see all goals for a sup org or manager team, type in the name of the manager or sup org, or search for the sup org under "Supervisory".
• Include Subordinate Organizations
  • When you select this option, you will include the workers of managers in your management chain.
• Include Managers
  • When you select this option, you will include the manager of the worker(s) included in your filter.

Understanding the Report Fields

Column Header	Description
Worker	The person who entered the goal.
Business Title	The formal name for the worker's position.
Location	The location of the worker who submitted the goal.
Goal	The title of the worker's goal.
Goal Description	The description of the worker's goal.
Goal Category	A specific goal type used to categorize a worker's goal.
Status	The status is used to indicate whether a goal has not been started, is in progress, or has been completed.
Due Date	The date the worker's goal is due.
Milestones	Can be used to track progress toward the worker's goal.
Manager	The manager of the person who entered the goal.
Job Family	Used to group similar job profiles together.
Hire Date	The worker's most recent hire date.
Years of Experience	The number of years of experience the worker has in their current role.

DSST - Staff Goals

• The DSST - Staff Goals report can be searched in Workday and is intended for Home Office and Data Teams. The report results will show all workers in the network, regardless of goal entry status, and offers the ability to filter by goal title, location, job profile, etc. 

Using the Prompts

• Only Show Staff with Goals
  • When you select this option, the results will only show workers who have entered a goal.
• Employee Type
  • The Employee Type will auto populate with Fixed Term and Regular school year employees. 
• Location
  • You can filter to view goals for workers at a specific location.
• Job Family
  • The job family will auto populate with the Teacher job family. You can edit this in the drop down to see other job families.
• Hired On or After
  • You can filter to view goals for workers hired on or before a specific date.
• Hired On or Before
  • You can filter to view goals for workers hired on or before a specific date.
• Worker's Manager
  • You can filter to view the goals for the workers of a specific manager. 
• Worker
  • You can filter to view the goals for a specific worker.

Understanding the Report Fields

Column Header

Description

First	The first name of the worker who entered the goal.
Last	The last name of the worker. who entered the goal.
Business Title	The formal name for the worker's position.
Location	The location of the worker who submitted the goal.
Worker's Manager	The manager of the person who entered the goal.
Goal	The title of the worker's goal.
Goal Description	The description of the worker's goal.
Goal Category	A specific goal type used to categorize a worker's goal.
Due Date	The date the worker's goal is due.
Target	The target the worker would like to reach for their goal.
Milestones	Used to track progress toward the worker's goal.
Job Family	Used to group similar job profiles together.
Years of Experience	The number of years of experience the worker has in their current role.
Hire Date	The worker's most recent hire date.
Start Date for Current Role	The date the worker started their current role.

 

My Direct Report's Goals

• The My Direct Report's Goals report is available on the My Team Management Dashboard and is intended for Managers. This report shows everyone who is their direct report, regardless of whether a goal has been entered. 

Understanding the Report Fields

Column Header	Description
First	The first name of the worker who entered the goal.
Last	The last name of the worker who entered the goal.
Business Title	The formal name for the worker's position.
Goal Title	The title of the worker's goal.
Goal	The description of the worker's goal.
Goal Category	A specific goal type used to categorize a worker's goal.
Due Date	The date the worker's goal is due.
Target	The target the worker would like to reach for their goal.
Created On	The date the goal was created in Workday.
Created By	The worker who added the goal.
Location	The location of the worker who entered the goal.
Job Family	Used to group similar job profiles together.
Manager	The manager of the person who entered the goal.
Years of Experience	The number of years of experience the worker has in their current role.
Hire Date	The worker's most recent hire date.
Start Date for Current Role	The date the worker started their current role.

DSST - All Goal Details

• The DSST - All Goal Details report is available on the DSST Senior Leaders Dashboard and is intended for Senior Leaders (SDs, SLAMS, MDs). This report lists all goals for people in the selected organization. Click OK to see all goals for the network or use the prompts for a filtered view. This report also only shows workers who have entered a goal. Team members who have not entered any goals will not appear on this report.

• Organizations
  
  • If you have access to an entire location(s) and want to see them, search for the location by name. Type "Location" into the organizations field to see a list of all locations you have access to.
    • Tip: to select everything in a dropdown press CRTL+A, then hit enter.
  • If you would like to see all goals for a sup org or manager team, type in the name of the manager or sup org, or search for the sup org under "Supervisory".
• Include Subordinate Organizations
  • When you select this option, you will include the workers of managers in your management chain.
• Include Organization Manager
  • When you select this option, you will include the manager of the worker(s) included in your filter.
• Location
  • You can filter for your own location or other locations you manage.
• Job Family
  • You can filter to view goals for workers in a specific job family.
• Job Profile
  • You can filter to view goals for workers in a specific job profile.
• Employee Type
  • You can filter to view goals for workers with a specific employee type.
• Hired On or After
  • You can filter to view goals for workers hired on or after a specific date.
• Hired On or Before
  • You can filter to view goals for workers hired on or before a specific date.
• Employee
  • You can filter to view the goals for a specific worker.

Understanding the Report Fields

Column Header	Description
Worker	The person who entered the goal.
Business Title	The formal name for the worker's position.
Location	The location of the worker who submitted the goal.
Goal Title	The title of the worker's goal.
Goal	The description of the worker's goal.
Goal Category	A specific goal type used to categorize a worker's goal.
Status	The status is used to indicate whether a goal has not been started, is in progress, or has been completed.
Due Date	The date the worker's goal is due.
Milestones	Can be used to track progress toward the worker's goal.
Added On	The date the goal was added to Workday.
Added By	The worker who added the goal.
Manager	The manager of the person who entered the goal.
Job Family	Used to group similar job profiles together.
Hire Date	The worker's most recent hire date.
Years of Experience	The number of years of experience the worker has in their current role.

 

DSST - My Direct and Indirect Reports Goals

• The DSST - My Direct and Indirect Reports Goals report can be searched in Workday and is intended for Managers. This report will list everyone in your management chain and their goals, even if the goals are blank. Click OK to run the report without filters. 

Using the Prompts

• Name
  • Use the Name filter to search for someone specific or leave it blank to see everyone in your management chain. 
• Only Show Staff With Goals
  • Check the box to exclude people who don't have any goals entered.

Understanding the Report Fields

Column Header

Description

First	The first name of the worker who entered the goal.
Last	The last name of the worker. who entered the goal.
Business Title	The formal name for the worker's position.
Worker's Manager	The manager of the person who entered the goal.
Goal Title	The title of the worker's goal.
Goal	The description of the worker's goal.
Goal Category	A specific goal type used to categorize a worker's goal.
Due Date	The date the worker's goal is due.
Target	The target the worker would like to reach for their goal.
Added On	The date the goal was added to Workday.
Added By	The worker who added the goal.
Location	The location of the worker who submitted the goal.
Job Family	Used to group similar job profiles together.
Years of Experience	The number of years of experience the worker has in their current role.
Hire Date	The worker's most recent hire date.
Start Date for Current Role	The date the worker started their current role.

Goals Summary by Category

• The Goals Summary by Category report is a summary report that can be searched in Workday and is intended for School Directors and School Managing Directors. This report shows the number of goals entered in each goal category.

Using the Prompts

• Location
  • You can filter for your own location or other locations you manage.
• Job Family
  • You can filter to view goals for workers in a specific job family.

Goals Summary by Category and Job Profile

• The Goals Summary by Category and Job Profile report is a summary report that can be searched in Workday and is intended for School Directors, School Managing Directors, and Home Office. This report shows the number of goals in each job category and then by job profile (ex: # of math teachers with ANET goals).

Using the Prompts

• Location
  • You can filter for your own location or other locations you manage.
• Job Family
  • You can filter to view goals for workers in a specific job family.
• Job Profile
  • You can filter to view goals for workers in a specific job profile.

Goals Summary by Category and Location

• The Goals Summary by Category and Location report is a summary report that can be searched in Workday and is intended for School Directors, School Managing Directors, and Home Office. This report shows the percentage of goals by category at each location.

Using the Prompts

• Location
  • You can filter for your own location or other locations you manage.
• Job Family
  • You can filter to view goals for workers in a specific job family.
• Job Profile
  • You can filter to view goals for workers in a specific job profile.

DSST - Staff with No Goals

• The DSST - Staff with No Goals report can be searched in Workday and is intended for School Directors, School Managing Directors, and Home Office. This report shows staff who have not yet entered a goal.

Using the Prompts

• Organization
  
  •  If you have access to an entire location(s) and want to see them, search for them by name. Type "Location" into the organizations field to see a list of all locations you have access to.
    • Tip: to select everything in a dropdown press CRTL+A then hit enter
  • If you would like to see all goals for a sup org or manager team type in the name of the manager or sup org or search for the sup org under "Supervisory"
• Location
  • You can filter for your own location or other locations you manage.
• Employee Type
  • You can filter to view goals for workers with a specific employee type.
• Job Family
  • The job family will auto populate with the Teacher job family. You can edit this in the drop down to see other job families.
• Job Profile
  • You can filter to view goals for workers in a specific job profile.
• Hired On or After
  • You can filter to view goals for workers hired on or after a specific date.
• Hired On or Before
  • You can filter to view goals for workers hired on or before a specific date.
• Worker's Manager
  • You can view the goals for a specific worker's manager.
• Worker
  • You can filter to view the goals for a specific worker.

Understanding the Report Fields

Column Header	Description
First	The first name of the person who entered the goal.
Last	The last name of the person who entered the goal.
Business Title	The formal name for the worker's position.
Worker's Manager	The manager of the person who entered the goal.
Goal	The title of the worker's goal.
Goal Description	The description of the worker's goal.
Goal Category	A specific goal type used to categorize a worker's goal.
Due Date	The date the worker's goal is due.
Target	The target the worker would like to reach for their goal.
Location	The location of the worker who submitted the goal.
Job Family	Used to group similar job profiles together.
Years of Experience	The number of years of experience the worker has in their current role.
Hire Date	The worker's most recent hire date.
Start Date for Current Role	The date the worker started their current role.