EmployeesUpdated June2021Page 1of 5SettingGoalsAs part of FGCUs effort to simplify and streamline employee performance feedback employees and supervisors manage goal setting and performance evaluatio ID: 895818
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1 Goal Setting - Employees Updat
Goal Setting - Employees Updated June 2021 Page 1 of 5 Setting Goals As part of FGCUâs effort to simplify and streamline employee perf ormance feedback, employees and supervisors manage goal setting and performance evaluations in Workday . The Performance Management process consists of 3 steps: 1. Goal Setting 2. Mid - Year Review 3. Final Annual Review This Job Aid is designed to guide employees through the Goal Setting process. Each employee should enter 3 - 5 individual Goals in Workday , using the FY2 1/22 SMART Goals Template as a guide. Goal Setting is the foundation for your Mid - Year and Annual Reviews, establishing content on which performance is based. CREATE GOALS *
2 IMPORTANT! Do not click â Submit â
IMPORTANT! Do not click â Submit â until all Goals have been added * 1. In your Workday Inbox, click the Goal Setting item 2. In the opened item, read the instructions at the top of the screen, then click âC ontinue where I left offâ Goal Setting - Employees Updated June 2021 Page 2 of 5 3. On the Goals screen, read the instructions at the top of the screen , then click the Add button *NOTE : the orange bar at the top of the screen will display your progress 4. To add a new Goal for the current year , complete the fields as follows: ⢠Goal : name of Goal ⢠Description : brief description of Goal ⢠Due Date :
3 enter or use calendar icon to indicate
enter or use calendar icon to indicate Goal due date ⢠Status : N/A - not used until Mid - Year Review When all fields are complete, click the check mark icon at the top right to save and close the Goal *NOTE: Each Annual R e view period is ind ependent and new goals are recommended for each R eview P eriod. You may click the âUse Existing Goal â checkbox to import previous Goals to update /edit that are relevant to the current Review Period. * IMPORTANT! Do not click â Submit â until all Goals have been added * Goal Setting - Employees Updated June 2021 Page 3 of 5 5. Click the Add button to create the next Goal. Repeat step 4 above to enter anothe
4 r Goal . 6
r Goal . 6. When all Goals have been added, click the Next button at the bottom of the screen . *NOTE : Each employee should have 3 - 5 Goals 7. Your Goals will display for review and any necessary edits. When you are ready to submit your Goals for review by your Manager, click Submit . * NOTE : Selecting Save for Later allows you to save your Goals and return later to complete or edit them before submitting Goal Setting - Employees Updated June 2021 Page 4 of 5 8. A submission confirmation message will display, indicating that your Goals have been submitted to your supervisor for review and approval; click Done
5 9. The event notification will a
9. The event notification will appear in your Workday Inbox Archive , indicating completion of the Goal setting task . Status of the process will appear in the View Event pane at the right. *NOTE: Once your Manager has reviewed and submitted your Goals, the Overall Status will reflect âSuccessfully Completed â VIEW GOALS Once your SMART Goals are entered in Workday, you may view them at any time. 1. On the Workday Home Page , open your employee profile and select the Performance tab from the menu Goal Setting - Employees Updated June 2021 Page 5 of 5 2. Under the Individual Goals tab , select a Goal from the menu at left to vie