{"id":3749,"date":"2026-09-03T15:11:53","date_gmt":"2026-09-03T15:11:53","guid":{"rendered":"https:\/\/www.macalester.edu\/workday-support\/?page_id=3749"},"modified":"2026-09-03T15:14:38","modified_gmt":"2026-09-03T15:14:38","slug":"goal-setting-for-performance-reviews","status":"publish","type":"page","link":"https:\/\/www.macalester.edu\/workday-support\/goal-setting-for-performance-reviews\/","title":{"rendered":"Goal Setting for Performance Reviews"},"content":{"rendered":"<section class=\"introduction block-container\" >\n    <div class=\"introduction__content\">\n    \t        \t<p class=\"introduction__copy\">This process is used for <b>Staff only<\/b> and outlines the processes of performance management, specifically goal setting within Workday. These tools facilitate a collaboration between an employee and manager to document performance, track goals, provide feedback, and support growth.<\/p>\n    \t    <\/div>\n<\/section>\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Faculty<\/strong> do not complete performance assessments in Workday or through a process initiated by Human Resources.<\/li>\n\n\n\n<li><\/li>\n\n\n\n<li><strong>Local 70 bargaining unit<\/strong> staff members complete a different review process.<\/li>\n<\/ul>\n\n\n<section class=\"link-group block-container\" >\n        <div class=\"link-group__links-row\">\n        <ul class=\"link-group__link link-group__link--2up\">\n                            <li class=\"link-group__link-item\">\n                    <a class=\"base-cta-featured\" href=\"#goal-task\" target=\"_self\">\n\t\t\t\t\t    Complete the Goal Setting Task\n\t\t\t\t\t    <svg aria-hidden=\"true\" class=\"base-symbol base-cta-featured__arrow\" viewbox=\"0 0 24 24\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-arrow.svg#icon\"\/>\n\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t<\/a>\n                <\/li>\n                            <li class=\"link-group__link-item\">\n                    <a class=\"base-cta-featured\" href=\"#manage-goals\" target=\"_self\">\n\t\t\t\t\t    Manage Goals throughout the Performance Year\n\t\t\t\t\t    <svg aria-hidden=\"true\" class=\"base-symbol base-cta-featured__arrow\" viewbox=\"0 0 24 24\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-arrow.svg#icon\"\/>\n\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t<\/a>\n                <\/li>\n                    <\/ul>\n    <\/div>\n<\/section>\n\n\n<h2 class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">The Performance Review Cycle<\/h3>\n\n\n\n<p>The performance review process in Workday is designed to be a record of your accomplishments and areas for development over a specific period, in three phases:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Goal Setting<\/li>\n\n\n\n<li>Mid-year Review<\/li>\n\n\n\n<li>Year End Review<\/li>\n<\/ul>\n\n\n\n<p>In Workday, each phase of the performance review cycle will feed into the next phase. The goals you set in the Goal Setting phase will automatically be included in the mid-year review and the year end review. The comments you add during the mid-year review will automatically be added to the year-end review. This means everything will be saved in one document and will be accessible at any time via Workday.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Types of Goals<\/h3>\n\n\n\n<p>The goal setting process includes two different types of goals:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Performance Goals<\/strong> are tied to specific elements of the employee\u2019s role and\/or work<\/li>\n\n\n\n<li><strong>Developmental Goals<\/strong> are focus on building \u201csoft skills\u201d or learning something new that helps employees in their current or a desired future role. Development goals will not factor into final performance rating decisions.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Before Starting this Task<\/h3>\n\n\n\n<p>Before creating a goal, have the following information in mind:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review the <a href=\"https:\/\/docs.google.com\/document\/d\/1BnXCCcw8mKBgnbXOLXkdmdo98LimBI8-cT8NLB2zu5c\/edit?tab=t.0#heading=h.2s8y17naoy2e\">SMART Goal Guide<\/a>. This guide can be found on the <a href=\"https:\/\/www.macalester.edu\/human-resources\/professional-development\/\">HR Training and Development website<\/a> as well.<\/li>\n\n\n\n<li>Review the <a href=\"https:\/\/wd108.myworkday.com\/macalester\/learning\/lesson\/0d365931468e1005671dc497afc30000?type=7c48590b52571000094b3e81aeef006a\">recorded training on staff goal-setting<\/a> in Workday&#8217;s Learning and Training Hub.<\/li>\n<\/ul>\n\n\n\n<p><a href=\"#top\">Back to top<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"goal-task\">Complete the Goal Setting Task<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open your goal setting task. You can access the task by navigating to <strong>My Tasks<\/strong> (the drawer looking icon) in the upper right hand corner of the home page and finding the tasked labeled <strong>Set Content: 2026-2027 Goal Setting<\/strong>.\n<ul class=\"wp-block-list\">\n<li>Alternative navigation\n<ul class=\"wp-block-list\">\n<li>Use the link included in the Workday email titled <strong>A Task Awaits You: Set Review Content for Performance Review &#8211; 2026-2027 Goal Setting<\/strong><\/li>\n\n\n\n<li>Navigate to your personal profile page via your picture in the upper right of any Workday page and selecting <strong>View Profile<\/strong>. Select the <strong>Performance <\/strong>tab from the menu on your profile page, then select the <strong>Performance Review<\/strong> sub-tab.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Select <strong>Get Started<\/strong> using the big blue button at the bottom of the task details. This will bring you to a new screen with the goal setting document.<\/li>\n\n\n\n<li>Select <strong>Add <\/strong>using the big white button and enter goal details. To add a goal\n<ul class=\"wp-block-list\">\n<li>Enter a descriptive name in the <strong>Goal <\/strong>field.<\/li>\n\n\n\n<li>Provide more detail in the <strong>Description <\/strong>field.<\/li>\n\n\n\n<li>Select a <strong>Status <\/strong>to reflect any current progress.<\/li>\n\n\n\n<li>Select a <strong>Category <\/strong>for your goal. You may make more than one selection.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Repeat step 3 until all your goals have been entered or you would like to save your progress. <\/li>\n\n\n\n<li>Select <strong>Next<\/strong> using the big blue button at the bottom of the screen to review everything you entered.<\/li>\n\n\n\n<li>Select <strong>Save for Later<\/strong> if you would like to come back and edit your goals or select <strong>Submit<\/strong> to share your goals with your manager. Your manager cannot see your draft goals until you submit. <\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">What Happens Next<\/h2>\n\n\n\n<p>Once you have submitted your goals, they will become visible to your manager and they will be notified. Your manager will review your goals to help finalize them and then approve the goals completing this Goal Setting task. <\/p>\n\n\n\n<p>Your active goals will be automatically included in your  performance reviews, allowing you and your manager to track and discuss your progress.<\/p>\n\n\n\n<p><a href=\"#top\">Back to top<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"manage-goals\">Manage Goals throughout the Performance Year<\/h2>\n\n\n\n<p>Employees can add or edit their individual goals at any time. These goals will automatically be included in future steps of the review process as long as they meet the following criteria: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The designated due date is within the review time period (June 1-May 31)<\/li>\n\n\n\n<li>The goal has a status of Not Started, In-progress, or Complete. <\/li>\n<\/ul>\n\n\n\n<p>To access your goals at any time navigate to your personal profile page via your picture in the upper right of any Workday page and selecting <strong>View Profile<\/strong>. Select the <strong>Performance <\/strong>tab from the menu on your profile page, then select the <strong>Performance Review<\/strong> sub-tab.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Add a Goal<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select the <strong>Create Goal<\/strong> button.<\/li>\n\n\n\n<li>Enter a descriptive name in the <strong>Goal <\/strong>field.<\/li>\n\n\n\n<li>Provide more detail in the <strong>Description <\/strong>field.<\/li>\n\n\n\n<li>Select a <strong>Status <\/strong>to reflect any current progress.<\/li>\n\n\n\n<li>Select a <strong>Category <\/strong>for your goal. You may make more than one selection.<\/li>\n\n\n\n<li>Select <strong>Submit<\/strong>. The goal may be sent to your manager for approval.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Edit a Goal<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From the <strong>Goals <\/strong>tab, find the goal you wish to modify and select <strong>Edit Goal<\/strong>.<\/li>\n\n\n\n<li>Update the <strong>Status <\/strong>to reflect your progress (e.g., In Progress, Complete, etc.).<\/li>\n\n\n\n<li>You can also modify the description, add milestones, or change the due date.<\/li>\n\n\n\n<li>Select <strong>Submit <\/strong>to save your changes. <\/li>\n<\/ol>\n\n\n\n<p><a href=\"#top\">Back to top<\/a><\/p>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>Overview The Performance Review Cycle The performance review process in Workday is designed to be a record of your accomplishments and areas for development over a specific period, in three phases: In Workday, each phase of the performance review cycle will feed into the next phase. The goals you set in the Goal Setting phase [&hellip;]<\/p>","protected":false},"author":1491,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","footnotes":""},"class_list":["post-3749","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/pages\/3749","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/users\/1491"}],"replies":[{"embeddable":true,"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/comments?post=3749"}],"version-history":[{"count":10,"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/pages\/3749\/revisions"}],"predecessor-version":[{"id":3769,"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/pages\/3749\/revisions\/3769"}],"wp:attachment":[{"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/media?parent=3749"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}