How to Enter/Review/Archive Goals

Purpose: The purpose of this guide outlines how to utilize the new Goals functionality in Workday. As an employee, you will gain an understanding of the goal entry process and how to utilize the goal entry fields.

SY25-26 Teacher Goals Bank

SY25-26 Teacher Goal Setting Guide

Table of Contents

• Goal Entry Process
• View/Edit an Existing Goal
• Archive Completed Goals

Goal Entry Process:

• Click on your profile icon in the top right corner of the Workday homepage, then click View Profile:

• Navigate to the Performance tab (in blue) on your worker profile. This is where you can add or edit individual goals.

 

• To enter a new goal, click Create Goal.

       

• • Read the instructions at the top of the page. You will see important information about the goals process.

• Enter all required fields on the Goal Details tab. 
  • In the Goal section, write your Goal Title. 
  • In the Description box, write out a detailed description of your goal. 
  • In the Category section, indicate which category your goal falls into from the drop-down (ex: CMAS - Proficiency, TE Rubric, Teacher Leadership, etc…)
  • In the Status section, indicate the current status of the goal (Not Started, On Track, Off Track, Met, Not Met). 
  • In the Due Date box, indicate the date your goal should be completed by.
• Click on the Additional Details tab.

         

• • In the Track By box, indicate how this goal will be measured (ex: percentage, dollar amount, or number/count)
    • Track By Amount - This is used to track goals based on currency $.

                 

• • • Track by Percent - This is used to track goals based on a percentage %.

                 

• • • Track by Unit - This is used to track goals based on a number of units #.

                 

• • In the Target box, indicate the goal target. 
  • After your goal is complete, you can enter your final results in the “Actual” section.
• Click the Milestones tab.
  • Milestones are optional and can be used to enter milestones leading up to the due date of your goal.

• Once you are done entering information for your goal, enter comments in the comment section then click Submit at the bottom of the page.

View or Edit an Existing Goal:

Goals can be viewed at any time. Log into Workday, click on your profile photo/cloud icon in the top right corner and select View Profile. On the blue menu on the left side of the screen, select Performance > Goals. 

• Performance/Goals Tab
  • Note: To view your goals from the Performance application: Choose Performance from the application menu on the right side of the Workday homepage. Then select Goals in the “View” section.

• Goals can be edited at any time to update progress, add milestones, etc.

Archiving Completed Goals

Once a goal has been completed and the status has been updated, it can be archived.

NOTE: Please keep in mind you cannot archive a goal that is connected to an incomplete performance review, even if the goal has been completed. You must first complete and SUBMIT the performance review and then you will be able to archive the goal.

• Click the 3 dots next to Edit Goal to view actions and then select Archive Goal and click OK.

• To view a previously archived goal, click on the Archived Goals tab. If needed, you can click on Unarchive Goal and then click OK to reopen it.

   

       

Goal Entry Fields

Item	Description
Goal	In the Goal section, write your Goal Title.
Description	In the Description box, write out your goal.
Category	In the Category section, indicate which category your goal falls into from the drop-down (ex: CMAS - Proficiency, TE Rubric, Teacher Leadership, etc…)
Status	In the Status section, indicate the current status of the goal (Not Started, On Track, Off Track, Met, Not Met).
Due Date	In the Due Date box, indicate the date by which your goal will be completed:  If you will have data on your goal by the end of the current school year, list the last day of the school year (6/30/YYYY).  If you will not have all of the data you need until you receive student achievement data in the following Fall months, choose December 1 (12/1/YYYY).
Track By	In the Track By box, indicate how this goal will be measured (ex: percentage or number)
Target	In the Target box, indicate the goal target.
Actual	After your goal is complete, you will be instructed to enter your final results.
Milestones	You can use this table to enter milestones leading up to the due date for your goal.