Overview

This job aid details how to add goals in UNI Works. This process can be initiated by the employee or a manager.

Employee Adds Goals

Step 1: In the Workday search bar, enter My Goals and select the task.

Screenshot of UNI Works search bar. My Goals is the text in the search bar.

Step 2: You’ll see a menu with a button for “Bulk Update.” Three tabs will also show different forms of goals.

Individual Goals - Goals set by the employee.
Archived Goals - Completed or cancelled goals that have been set aside.
Organizational Goals - Goals created by management for the team, department, or division.

Screenshot of bulk update and goal categories.

Step 3: To add a goal, select “Bulk Update.” A submenu will generate with options to “Manage Goals” and “Archive or Unarchive Goals.” Select “Manage Goals.”

Screenshot of the Bulk Update button with Manage Goals as the highlighted option.

Step 4: The Manage Goals task will allow you to edit any goals currently underway or to add any additional goals by selecting the “Add” button.

Step 5: When adding goals, the following fields can be completed:

Goal (Required): Brief title for the goal.
Description: More contextual information for the goal. Questions to consider:
- Why is this important?
- How is it relevant to your current position?
- What resources will you need to complete it?
Category: Select the category that is the best fit for this goal. Can select more than one category if applicable.
- Performance Development Objective – A goal tied directly to your position's duties and responsibilities. Example: Improving efficiency in daily tasks.
- Personal Development Objective – A goal outside of the scope of your position's duties and responsibilities. Example: Joining a intercampus committee.
- Professional Development Objective – A goal tied to your career goals that benefits your department and the university. Example: Involvement in a national/regional association.
Status: Identify where progress is currently at with this goal.
- Not Applicable (Changed or Deleted)
- Not Started
- In Progress – On Track
- In Progress – Off Track
- Achieved
Weight: If you have multiple goals, can provide weight to suggest priority.
Due Date: Add an expected date of completion.
Milestones: Can add if this helps track progress.

Screenshot of Create Goal process in UNI Works.

Step 6: Select Submit for the goal to be shared for manager approval. Select Save in for Later if you intend to add additional information before submission.

Screenshot of options after information on the goal has been entered.

Step 7: Goal will be reviewed by manager. They have three options:

Approve: Goal will be added to employee's profile.
Send Back: Goal will be returned to employee for edits.
Deny: Goal will terminate this process. (Employee will not be notified).

Step 8: The business process is now complete, there is no additional action needed until there is an update to the goal.

Add Goal to Employees

Step 1: Managers have the ability to add goals to employees. In the Workday search bar, enter "Add Goal to Employees".

Step 2: A box will appear asking for information on goals and employees.

Select "Create New Goal" or "Copy Existing Goal." New goal will be used if you're starting from scratch. Existing goal may be applicable if you have a new employee joining the team and you want the goal to extend to them.

Screenshot of manager options when adding goals to employees.

You can select applicable employees or extend to an organization you manage.
- If a manager wants a goal to cascade to all members within the organization, select the organization you manage and select "Include Subordinate Organizations."

Screenshot of adding goals to organizations and subordinate organizations.

Step 3: Complete goal information.

Can select "Editable" if manager would like to give employees access to edit the goal.
Can select "Add" to create additional goals. This makes it easier to batch goals rather than a single entry.

Screenshot of adding goals to specific employees.

Step 4: The business process is now complete. Goal should appear on applicable employee profiles. There is no additional action needed until there is an update to the goal.

Archive Goal

Step 1: In the UNI Works search bar, enter My Goals and select the report.

Step 2: You’ll see a menu with a button for “Bulk Update.” Click on the button and select “Archive or Unarchive Goals.”

Step 3: The Archive or Unarchive Goals Task will allow you to select any goals listed as “Active” and to set them into “Archived Status.” Likewise, any archived goals can be made active again by following the same steps in the table below.

Step 4: Once goals are either archived or unarchived, the request will be submitted to the Manager. The manager will have the choice to Approve, Send Back, or Deny the request. Why require manager approval? This allows a verification that the goal has been achieved and is ready for archival.

Screenshot of manager options with employee goals.

If “Approve” is selected, the goals will be archived.
Selecting “Send Back” will essentially restart the process, moving it back to the employee for edits, like unselecting a goal.
“Deny” will cancel the process all together.”

Step 7: The business process is now complete. Goal should appear on the “Archived Goals” tab. There is no additional action needed until there is an update to the goal.