Concept: Employee Reviews
The main components of employee reviews in Workday are:
- Review Categories and Types
- Review Templates and Sections
Review Categories and Types
Workday enables you to conduct employee reviews in 4 categories. Each review category can have as many review types within the category as your organization requires.
Workday only generates employee reviews for the employee's primary job.
Review Category | Review Type Examples |
|---|---|
Individual Development Plan | Career Development |
Performance Review | Ad Hoc Performance Review Annual Focal Review Mid-Year Review |
Performance Improvement Plan | Coaching Presentation Skills |
Disciplinary Action | Attendance Quality Safety |
Review Templates and Sections
Each review type can have different employee review templates that define the look and behavior of the review document. Templates have:
- General details that apply to the employee review as a whole.
- Individual sections that comprise the employee review.
- Instructions that guide employees and managers through the review phases and sections.
You can add these section types to review templates:
- Accomplishments
- Career
- Competencies
- Development Items
- Feedback
- Goals
- Overall
- Questions
- Responsibilities
- Supporting Documents
You can add multiple
Accomplishments
, Competencies
, Goals
, Questions
, and Responsibilities
sections to a template. To create your own sections, use the Maintain Employee Review Section Types
task. The maximum number of sections per template is 14.You specify whether the employee can view or modify these sections:
- Accomplishments
- Overall
- Questions
- Responsibilities
- Supporting Documents
You can hide a section from the employee permanently or until the review is complete.