Individual Goal (MBO) Setting for TSMs

When to Use This Guide

Use this document to guide you through adding Individual Goals (MBO).

  1. Access your Workday Inbox and locate your Goal Setting form
  2. Click Get Started
  3. Click Add
  4. Enter a Goal Name (Required)
  5. Enter a Goal Description (Required)
  6. Enter a Weighting (Required)
    • The total of your individual goal weightings must be 100%
  7. If you would like to enter another goal, repeat steps 3 through 6
  8. Click Submit
  9. Once submitted, it will go to your manager to approve

*Please Note: Goals are not considered final until they are approved by the second level manager. TSMs will not be able to track in progress comments until approved.

Access the Talent and Performance application on your homepage to view your bonus details

*In the case of newly eligible HSIP Participants, there might be a slight delay in viewing your Functional Financial Goals (FFGs) and Section Weights

To see where your goals are in the approval process, click the Talent and Performance application on your homepage, then click Reviews under the Talent and Performance list to the right.

Individual Goal Setting TSM & Manager

Individual Goal Setting Second Level Review

Completed
  • The TSM drafts the Individual Goals (MBO) for the upcoming year.
  • The form is sent forward by the TSM to the first level manager to review and/or make changes to the TSM’s Individual Goals (MBO). Note: the form can be routed back to the TSM for additional editing.
  • The first level manager provides a final review before forwarding the form to the second level manager.

Please Note: It is recommended that the first level supervisor review the Individual Goals (MBO) with the TSM before forwarding the form to the Second Level Manager.
  • The Second Level Manager can provide feedback and send the form back to the first level manager and/or the TSM, or make the necessary changes needed themselves.
  • The Second Level Manager provides a final review before forwarding the form to the Complete step.

Please Note: The Second Level Manager can make changes to the existing goals.
  • The Individual Goals (MBO) have been fully approved and are visible on the TSM’s record. Please refer to the “Tracking Progress on your Individual Goals (MBO)” for more information on how to track your goal progress throughout the year.

Download this How-To Guide as a PDF