Performance Management: Viewing Team Goals / Expectations (Manager)
VIEWING TEAM GOALS/EXPECTATIONS
Managers can view goals/expectations for their entire team through the My Team’s Goals report. Note: Workday security will only allow view access for the manager’s assigned supervisory organization(s) and will not include goals/expectations for workers in subordinate organizations.
View All Team Goals in a Single View
- Visit Workday
- Enter My Team’s Goals in the Search Bar. Click the Enter key.
- Select My Team’s Goals-Report.
- For managers with only one supervisory organization, the organization name should default into the Supervisory Organization field.
For managers with multiple supervisory organizations, click Prompt
in the Supervisory Organization field to select the desired org(s).
- Click Prompt
in the View field to sort by Worker or Goal.
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Worker: Enables you to view all goals by worker
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Goal: Enables you to view a list of all team goals and the corresponding worker(s) responsible for completion of the goal/expectation
- Click OK.
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Worker, Goal/Expectation, Description, Status (Not Started, In Progress, Completed, or Delayed/Cancelled), Due Date, Completion Date, and Associated Review are displayed.
- The report can be downloaded to Excel or printed by clicking the corresponding icons at the top of the page.