How To Archive Goals In Workday: Archiving goals in Workday is an essential process for organizations and individuals alike, offering a systematic way to manage and store completed or outdated objectives. In a dynamic work environment, where goals are constantly evolving and being achieved, archiving ensures that past accomplishments and objectives are not forgotten but instead become a valuable resource for personal and professional growth. This introduction delves into the process of archiving goals in Workday, a comprehensive platform that aids in performance management, aligning personal and organizational objectives, and maintaining a clear record of one’s journey toward success.

Archiving goals in Workday entails more than just filing away past targets; it signifies progress and accomplishment. This process is vital for streamlining goal management, ensuring that current objectives receive the focus they deserve. With Workday’s user-friendly interface, archiving goals becomes a straightforward procedure, fostering a culture of clarity, accountability, and continuous improvement.

This introduction sets the stage for a deeper exploration of the steps and best practices involved in archiving goals in Workday, emphasizing the significance of this process in the broader context of individual and organizational goal-setting, performance management, and ongoing development.

How To Archive Goals In Workday

How do you archive goals?

Goals can be archived by admins as well as the goal owners. If you open a goal, click the ‘Actions’ button on the top-right corner followed by ‘Archive’, the specific goal will be archived. An archived goal cannot be updated anymore.

Archiving goals in Workday is a straightforward process that helps organizations maintain a record of employees’ past objectives and achievements. To begin, users access the Goal Management feature within their Workday accounts. This feature allows them to review and manage their existing goals.

Next, users select the goals they wish to archive. Typically, this includes goals that have been successfully accomplished or are no longer relevant. Workday often provides an option to mark these goals as completed or archived, depending on the specific terminology used in the organization’s Workday instance. Once a goal is archived, it becomes a part of the employee’s historical record, where it can be reviewed and referenced for performance assessments and future planning. This archiving process not only streamlines goal management but also supports better tracking and analysis of employees’ progress and accomplishments over time.

Archiving goals in Workday is a beneficial feature that not only keeps historical records organized but also facilitates performance reviews and future goal-setting.

What does it mean to archive a goal?

It’s worth noting that archiving a campaign goal typically means that it is no longer active or visible to the public. However, the data and information associated with the campaign may still be accessible to you or the platform where it was hosted.

Archiving a goal is a methodical way of recognizing that a particular target has been accomplished, reached a natural, or is no longer aligned with an individual’s or an organization’s current priorities. This process essentially moves the goal from the active category to an archive or historical section, ensuring that it doesn’t clutter the ongoing list of objectives. Archiving a goal carries both symbolic and practical significance. 

It symbolizes the completion of a task, highlighting progress and achievements. On a practical level, it helps individuals and teams stay organized by allowing them to focus on their current, relevant goals, streamlining their efforts and resources toward what matters most. Furthermore, archived goals play a crucial role in performance evaluation and future planning. They provide a comprehensive record of an individual’s or team’s past accomplishments and contributions. 

This historical data can be instrumental in assessing progress, setting new goals, and identifying areas for growth and improvement. By maintaining a well-organized archive of goals, individuals and organizations can draw upon their past experiences and successes to make more informed decisions and enhance their performance in the future. Archiving goals, in essence, is about managing one’s goal-setting process effectively and leveraging past achievements for ongoing success.

How do I see my Workday goals?

1. From your Workday home page, click on the Performance worklet. 2. Under View on the right-hand side of the screen, click on the button that says Goals.

Viewing your Workday goals is typically a straightforward process within the Workday platform. Workday provides an accessible and user-friendly interface for employees to review and manage their goals.

First, you will need to log in to your Workday account using your credentials. Once you’ve logged in, you can usually find the “Goals” or “Goal Management” section in the navigation menu. This is where you’ll be able to see your current and past goals. Goals are often categorized by their status, such as “In Progress,” “Completed,” or “Archived.” You can click on each goal to view its details, including the goal description, due dates, and associated tasks.

Additionally, you can typically access your goal progress, track milestones, and make updates within the Goal Management section. Workday often offers features to update progress, add comments, and communicate with supervisors or managers regarding your goals. Regularly reviewing your goals in Workday is essential for staying on track and ensuring that your objectives are aligned with the organization’s mission and your personal development.

What are goals in Workday?

There are three types of goals you can add to your profile in Workday: Organization Goals, Performance Goals and Development Goals. All three kinds will be included for discussion between employee and supervisor in the next performance review.

In Workday, goals represent specific objectives or targets that employees set for themselves or that are set for them within the organization. These goals can encompass a wide range of areas, including performance, professional development, career advancement, and more. The concept of goals in Workday is integral to the performance management and development process, as they serve as a roadmap for personal and professional growth.

Workday goals are typically specific, measurable, achievable, relevant, and time-bound (SMART). This means that they should be clearly defined, quantifiable, attainable, aligned with the individual’s role and the organization’s objectives, and have a set timeframe for completion. Employees and managers can collaboratively set, track, and review these goals, ensuring that they are aligned with the company’s mission and the individual’s career path.

Workday provides a platform for managing and tracking these goals, offering features for documenting progress, receiving feedback, and aligning individual goals with broader organizational objectives. Employees can use the system to ensure that their efforts are contributing to the company’s success, making Workday goals a valuable tool for fostering alignment, accountability, and performance improvement within the organization.

How do you keep your goals visible?

Powerful Ways to Keep Your Goals Visible

  1. Write Your Goals Down and Stick Them on Your Wall. One of the easiest and most effective methods is to simply write your goals down.
  2. Consider Creating Custom Patches for Your Clothes or Backpack.
  3. Use a Vision Board.
  4. Use Appropriate Words for Your Passwords.

Keeping your goals visible is essential for staying motivated and focused on your aspirations. One effective way to do this is by creating a vision board. A vision board is a visual representation of your goals and dreams, typically consisting of images, quotes, and affirmations that inspire and remind you of what you’re working towards. By placing it in a prominent location, such as your workspace or bedroom, you’ll encounter it daily, reinforcing your commitment to your goals.

Another method is setting reminders on your digital devices. Use your phone or computer to schedule regular notifications that prompt you to reflect on your goals and progress. These reminders serve as gentle nudges to keep your objectives in mind amidst the hustle and bustle of daily life.

Additionally, journaling can be a powerful tool for goal visibility. Write down your goals, break them into smaller, actionable steps, and track your progress regularly. The act of writing reinforces your commitment, and reviewing your journal keeps your goals fresh in your mind.

Ultimately, the key to keeping your goals visible is to make them a part of your daily routine. By integrating these strategies, you’ll maintain a clear focus on your goals and be more likely to turn your dreams into reality.

What are the key steps and best practices for setting and archiving goals in Workday?

Setting and archiving goals in Workday involves a structured process to align individual objectives with the organization’s mission. Here are the key steps and best practices:

Setting Goals:

  • Clear and Specific Goals: Ensure that goals are specific, measurable, achievable, relevant, and time-bound (SMART). This clarity helps employees understand the expectations and how to achieve them.
  • Alignment with Organizational Objectives: Goals should be closely aligned with the company’s mission and strategic priorities. This ensures that employees are contributing to the company’s success.
  • Collaboration: Encourage collaboration between employees and managers to set meaningful goals. A participatory approach fosters ownership and commitment.

Tracking and Management:

  • Regular Check-Ins: Schedule regular meetings or check-ins to track goal progress. This provides opportunities for feedback, adjustments, and support.
  • Use of Technology: Leverage Workday’s goal-tracking features to document progress, communicate updates, and store relevant information. Technology streamlines the tracking process and enhances visibility.
  • Performance Metrics: Ensure that key performance metrics and milestones are clearly defined to gauge progress effectively.

Archiving Goals:

  • Recognize Completion: When a goal is successfully achieved or is no longer relevant, mark it as completed or archived within the Workday system.
  • Document Achievements: Before archiving, document the accomplishments and any relevant details associated with the goal. This historical data can be valuable for performance evaluations and future planning.
  • Review and Reflect: Periodically review archived goals to reflect on past achievements and gather insights for ongoing development and setting new goals.

By following these steps and best practices, organizations can ensure that goal-setting and archiving in Workday is a strategic and effective process that promotes alignment, accountability, and continuous improvement.

How does Workday facilitate the tracking and management of employees’ progress toward achieving their goals?

Workday offers a robust system for tracking and managing employees’ progress towards achieving their goals, providing a streamlined and transparent process. Here’s how Workday facilitates this:

  • Goal Visibility: Workday provides employees and managers with a centralized platform where they can view and manage their goals. This platform allows for the creation of specific and measurable objectives. These goals are readily accessible, and employees can track their progress in real-time. This transparency ensures that everyone involved is well-informed about the status of each goal.
  • Regular Check-Ins and Updates: Workday enables organizations to schedule regular check-ins and updates on goals. Managers and employees can use the system to record progress, make comments, and provide feedback. These ongoing conversations help in keeping goals on track, addressing any obstacles, and making necessary adjustments.
  • Reporting and Analytics: Workday offers reporting and analytics features that allow organizations to assess goal progress at both individual and organizational levels. This data-driven approach helps identify trends, challenges, and areas for improvement, ensuring that goals remain aligned with the company’s strategic objectives.

Overall, Workday’s goal tracking and management features simplify the process of monitoring and achieving goals. The platform fosters clear communication, accountability, and data-driven decision-making, all of which are critical for ensuring that employees stay aligned with their objectives and the organization’s overall mission.

Can employees access their archived goals in Workday for future reference and self-assessment?

Yes, employees typically have access to their archived goals in Workday for future reference and self-assessment. Workday is designed to maintain a historical record of an employee’s goals, including those that have been completed or archived. This feature enables individuals to reflect on their past achievements, assess their progress, and use this information to inform their future goal-setting and personal development.

Accessing archived goals in Workday is generally straightforward. Employees can usually navigate to the Goal Management or Goals section, where they will find a list of their past goals. By clicking on archived goals, they can review the details, associated tasks, and any performance data linked to those objectives. This information can be valuable for self-assessment, career planning, and for demonstrating accomplishments during performance evaluations.

By providing employees with access to their archived goals, Workday supports continuous improvement and development. It allows individuals to learn from their past experiences, set more informed objectives, and ensures that their personal goals remain aligned with the organization’s mission and their career aspirations. This feature enhances the platform’s functionality as a comprehensive tool for personal and professional growth within the workplace.

How To Archive Goals In Workday


Archiving goals in Workday is a fundamental practice that contributes to both individual growth and organizational excellence. This systematic approach offers numerous benefits, from keeping historical records well-organized to providing valuable insights for future goal-setting and self-assessment. It reflects the journey of progress, acknowledging achievements and the evolution of objectives within a dynamic work environment.

The process of archiving goals in Workday is not merely an administrative task; it holds symbolic and practical significance. It symbolizes the successful completion of a goal and is a reminder of how far an individual or team has come in their pursuit of excellence. Furthermore, it streamlines the active goals, ensuring that energy and resources are directed toward current and relevant targets.

Archiving goals in Workday is a demonstration of accountability, a tool for fostering clarity in goal management, and a resource for informed decision-making. It emphasizes the value of continuous improvement, encouraging individuals and organizations to learn from the past and set more meaningful, aligned, and achievable objectives in the future. In the dynamic landscape of work, archiving goals is an essential practice that highlights achievements, maintains focus, and paves the way for a more successful and purposeful future.

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