Steps: Set Up Disciplinary Actions

Configure the Start Disciplinary Action
business process and security policies in the Performance Enablement functional area.

Set up employee reviews to support performance evaluation and personal development.

To use custom labels throughout Talent, use the

Maintain Custom Labels

task.

In review documents, custom labels don't override labels created with the

Create Employee Review Template

and

Maintain Employee Review Setup

tasks.

Define Employee Review Types.

Set up the individual components that you plan to include in employee reviews:

Option	Description
Career	You can include: Career interests. Job interests. Travel preferences. Relocation preferences. Steps: Set Up Interests
Competencies	Add competencies and rate them in employee reviews. Create Proficiency Rating Scales Create or Edit Competencies
Development Items	You can include ad hoc development items in employee reviews. Create Development Items
Feedback	The self-evaluation and manager evaluation forms can include feedback received during the employee review process (performance reviews and development plans only) and outside of it. Steps: Set Up Feedback
Goals	Add goals directly into employee reviews or create them outside of the review process. You can also map your statuses that define a worker's progress toward completing a goal to the delivered Workday statuses. Create or Edit Individual Goals Set Up Goal Completion Statuses
Questions	Include questions in employee reviews and create categories to organize them into related groupings. Create or Edit Review Questions

(Optional) Create Rating Scales.

Create review templates and define their content:

(Optional) Create Employee Review Section Types.

(Optional) Define Employee Review Rules.

Steps: Create Employee Review Templates.

(Optional) Copy Employee Review Templates.

(Optional) Change Labels on Employee Reviews.

Maintain Disciplinary Action Reasons and Categories.

(Optional) Maintain Employee Review Acknowledgement Statuses.

(Optional) Set Up Performance Worklets.

(Optional) Add disciplinary actions to dashboards.

See Steps: Set Up Dashboards and Landing Pages.

Set up the

Team Performance

dashboard to combine analytics and actions for managing teams and their performance from a single place. You can use the default menu as a starting point.

(Optional) Add disciplinary action reports to profile groups.

See Steps: Set Up Profiles and Profile Groups.

Workday only displays the

Disciplinary Actions

report tab on profiles when there is at least 1 completed or in-progress disciplinary action for a given worker. Workday doesn't display the

Disciplinary Actions

tab when:

The worker hasn't started or completed any disciplinary actions.

All previous disciplinary actions have been rescinded or canceled.

Concept: Employee Reviews

Create Custom Labels

Steps: Manage Disciplinary Actions