Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Define Employee Review Rules

Define Employee Review Rules

Security:
Set Up: Employee Reviews
 domain in Performance Enablement functional area.
Create rules to target an employee review to:
  • A specific employee.
  • Group of employees.
  • Organization.
  • Subset of employees in an organization.
The rule is associated with a specific employee review template.
The conditions of the rule define employee eligibility. You can base eligibility on characteristics of workers and positions, such as:
  • Job profiles.
  • Geographic location.
  • Years of service.
Example: You can create a rule that limits participation in a review to only hourly employees.
  1. Access the
    Create Employee Review Rule
     task.
  2. Enter a rule
    Description
    .
  3. (Optional) Select a rule
    Category
    .
  4. To copy an existing condition, select a rule from the
    Copy Condition from Rule
     prompt.
  5. In the
    Rule Conditions
     grid, build a condition rule that identifies workers who are eligible for a particular employee review.
    Employee review rules use Workday condition rules.
  • Run the
    All Condition Rules
     report to see all employee review rules.
  • Run the
    Employee Review Template Eligibility
     report to determine whether:
    • The rule selects the correct worker population for review. If the rule retrieves the wrong employees, or excludes eligible employees, change the selection criteria.
    • Multiple templates of the same type target the same workers. You can change the rule to eliminate possible double coverage.