One question we have been getting more frequently is, “are we able to connect goals with competencies?”
The answer is yes, which is great! What’s even better is that the set-up is quick & easy. The task you will need is Configure Talent Tags. Theres MORE Talent Tag functionality to cover here but for the purpose of this blog post, we just need to select the Competency Talent Tag in the Goals section drop-down.
The Talent Tag selection needed to link Goals and Competencies
Every selectable Talent Tag within task Configure Talent Tags
Once we’ve done that, and assuming you have competencies configured, employees will now have a Relates To field within the Additional Details tab of their goals. From here they can select multiple existing competencies to associate with an individual goal.
Any competencies selected to relate to a goal become reportable attributes on that goal; meaning, if you are interested in reporting on this connectivity across the organization, you can!
The short answer? A lot! the 2023 R2 Workday® Updates AND the 2024 R1 Workday® Updates included enhancements to the Goal setting functionality within Talent Optimization for the first time in a while.
Goal interface prior to 2023 R2, after the 2023 R2 update cycle, & after the 2024 R1 update cycle
So what?
What’s the point? Workday® Goals are now much easier for end-users to interact with; fewer clicks, more intuitive actions, and the information you need front-and-center. Your internal team should get fewer goal-related questions, and there are more opportunities to customize the information you collect.
A walk down memory lane
Before we get into the details, let’s revist what the Workday® goal interface used to look like prior to the Goal User Experience Redesign. The UI was a bit dated and the Maintain Goal Setup task only allowed us to include or exclude goal elements, not optionally hide or require based on security.
What changed in 2023 R2?
In the 2023 R2 batch of updates, Workday® did the following:
Overhauled the task Maintain Goal Setup to hide or require optional fields
Introduced the “card” layout (akin to the People Experience homepage aesthetic)
Bundled Individual Goals, Archived Goals, and Organizational Goals together into one Goals tab
Replaced the general Edit button with more intuitive Create, Edit, and View options
Introduced an icon for when a goal was locked
What changed in 2024 R1?
In the 2024 R1 batch of updates, Workday® did the following:
Renamed Restore Goals to Unarchive Goals
Added an Archive or Unarchive button
Introduced side card pop-out functionality for viewing & editing goals
Included Category on goal cards
Getting Started with the new Goal User Experience
This feature remains Opt-In (for now) but is automatically turned on in non-Production tenants. To enable in Production, navigate to Maintain Feature Opt-Ins and opt-in to the Goals User Experience Redesign Changes.
Once you do this, you should also update your profile group configuration for the Worker Profile > Performance section. The new Goals tab combines what was previously two separate tabs for Individual Goals and Archived Goals.
