STEP BY STEP GOAL SETTING GUIDE

Login to Workday > Click on View profile >

 Click on
‘Performance’ Tab
 FY19 goals will
be prepopulated
> Click on ‘Edit’

NOTE: If you did not set FY 19 goals, no goals will be visible, only ‘Edit’ button
will be visible. You need to click on ‘Edit’
If you want to keep the
same goals for FY20, just
update the ‘Due Date’ >
Make required edits
(change in
numbers/projects, etc) >
click on ‘Submit’ > ‘Done’

Please note that it is mandatory to make some changes, if you do not make
any changes, you will get an error – At least one goal must be changed
If you wish to make changes
in the existing goals to make
them suitable for FY20, you
can do so in the ‘Goal’ &
‘Description’ boxes. Update
the ‘Due Date’.

Once done, click on ‘Submit’

> ‘Done’
 • If you wish to add new goals for FY 20, you need to ‘Archive’ all
your FY 19 goals so that they are no longer visible.
Please note >
• You cannot ‘delete’ any goals. In order to make them invisible on
your Performance page, you need to archive them
Once you have archived your goals > Return to Workday Homepage > Click
on ‘View Profile’ > ‘Performance’ > Individual Goals > Click on ‘Edit’ > ‘Add’
Enter information in ‘Goal’,
‘Description’, ‘Category’,
‘Status’(Not Started, In
Progress, Completed) boxes.

Update the ‘Due Date’.

Once done, click on ‘Submit’ >

‘Done’
Repeat until all Business &
Safety Goals have been
entered.