Start Employee Reviews

Administrator Guide

Configure these business processes and security policies in the Performance Enablement functional area:

Start Development Plan

Start Disciplinary Action

Start Performance Improvement Plan

Start Performance Review

You can start development plans and performance reviews for an entire organization or an individual employee. Disciplinary actions and performance improvement plans are only for individual employees.

Employees can start employee reviews if the

Allow Employee to Self-Initiate

check box is selected on the

Maintain Review Types

task for a review type.

Employees can have only 1 employee review template with the same review type and period dates at a time. To start another review for the employee, create a template with a different review type or change the dates for the existing template.

Employee reviews can be performed or accessed by members of the security groups configured on related domains and business process policies, as long as the security groups can access the worker.

You can add worklets to the business process steps to provide relevant analytic information for these tasks.

Sections might be hidden depending upon the section configuration.

Access the appropriate task:

Start Development Plan for Employee

Start Development Plan for Organization

Start My Development Plan

Start Disciplinary Action for Employee

Start Performance Improvement Plan for Employee

Start Performance Review for Employee

Start Performance Review for Organization

Start My Performance Review

You can schedule performance reviews and development plans to launch on a selected date and time (once or on a recurring basis). Run the

Scheduled Future Processes

report to view all scheduled reviews.

Specify who the review is for, what template to use, and the review period:

Select the

Employee

Organizations

Select the

Review Template

Specify the

Period Start Date

and

Period End Date

If you define the review period on the template, these dates are automatically populated.

(Optional) To start performance reviews with calibration, select the applicable calibration program from the

Calibration Program

prompt.

The selected calibration program starts simultaneously. Workday uses the rules and dates defined in the review template to determine employee eligibility.

Workday sends a notification to the person who is assigned to the next step in the business process.

When you hide all sections of a review from employees, Workday doesn't send business process notifications to employees as long as employees aren't assigned to any step in the business process. However, if you assign the Employee as Self
security group to any step in the review business process, the employee receives a blank notification for that step. To avoid sending out notifications to employees when you hide all sections, create a condition rule on the business process using the

Includes Editable Sections

report field.

For the Set Content
step, complete the sections that apply to your review document.

If error messages display when you click

Save for Later

, Workday still saves all your changes. Correct the errors before you can submit the review.

Section	Description
Accomplishments	Describe accomplishments. If Load Content from Previous Review is selected on the template, previous accomplishments display automatically. Descriptions are visible to both employees and managers.
Career	Select different types of job responsibilities that represent career growth, describe career interests, select jobs from the public job catalog, and specify travel and relocation preferences. The available fields depend on template settings.
Competencies	Describe competencies. Items might already exist if Load Content from Previous Review is selected. You can't add new competencies if Pull from Position is selected on the template.
Development Items	When you start an employee review, Workday pulls development items from the worker profile into the review. You can't remove these development items from the review. Select the Use Existing Development Item check box to pull in development items that are added to the worker profile after the review is launched. You can individually select or remove these development items.
Goals	Add a goal or select the Add Existing Goal check box to load an existing goal. You can pull in existing goals only if Allow User to Add Existing Goals Manually is selected on the template. The Pull in Goal prompt lists goals that aren't already part of the review. Items might already exist if Load Content from Previous Review is selected on the template. Additional fields include the goal description, category (if categories are defined), supported organization goals, due date, status, and completion date.
Questions	Questions are defined on the template. Items might already exist if Load Content from Previous Review is selected on the template.
Responsibilities	Describe responsibilities. Items might already exist if Load Content from Previous Review is selected on the template. Descriptions are visible to both employees and managers.

Items Weighted

is checked on the template, you can specify the

Weighting

of items in the

Accomplishments

Competencies

Goals

Questions

, and

Responsibilities

sections.

You can't see the

Feedback

section in the Set Content
step.

For the Evaluation
steps, complete the sections that apply to your review document (as described in Step 3). Evaluate items in the

Accomplishments

Competencies

Goals

Questions

, and

Responsibilities

sections. (See Step 6 for the

Overall

evaluation.)

You can evaluate individual items or entire sections, depending on the template settings. If you carried over items from a previous review, you can view and edit the previous comments and ratings (based on the template settings).

Option	Description
Weighting	Available if Items Weighted is selected on the template.
Rating	Available if Items Rated is selected on the template. The rating scale is defined using the Create Rating Scale or Edit Rating Scale task.
Rating Description	Available if Show Rating Description is selected on the template.
Level (Competencies)	Available if Use Proficiency Scales is selected on the template. The proficiency scale is defined using the Create Proficiency Rating Scale task. The effective date of the proficiency scale for a competency in the review is the start of the review. Changes you make to the proficiency scale after you start the review don’t impact the competencies in the review.
Behavior (Competencies)	Available if Show Rating Description is selected on the template.
Overall Rating Weight (Summary)	Available if Section Weighted is selected on the template.
Calculated Rating (Summary)	Available if Show Calculated Rating is selected on the template.
Rating (Summary)	Available if Section Rated is selected on the template. The rating scale is defined using the Create Rating Scale or Edit Rating Scale task.
Rating Description (Summary)	Available if Show Rating Description is selected on the template.
Comment (Summary)	Available if Section Comments is selected on the template.

View (and comment on, if configured) the feedback received in the

Feedback

section. If the Start Development Plan
or Start Performance Review
business process includes the Get Feedback from Review
step, view this feedback in the

Feedback

section. Drill down on

Anytime Feedback

and

Requested Feedback

for more details (available if configured on the template).

In the

Competencies

section, drill down on

Feedback

for detailed competency-related feedback.

If the review has a

Supporting Documents

section, click

Documents for Review

to download and view documents attached to the review template, or click

Supporting Documents

to browse for and upload additional documents.

Workday doesn't add these documents to the worker document file. You must have security to view the employee review content before you can view documents uploaded or attached to a review.

The supported file types are defined using the

File Type Setup Instructions

field of the

Edit Tenant Setup - System

task. For more information, see Reference: Edit Tenant Setup - System.

If the review has an

Overall

section, specify overall ratings:

Option	Description
Calibrated Review Rating	Available if the performance review is started with a calibration program.
I want to change the Rating	Available if Calculated Rating with Overrides is selected on the template.
Calculated Rating	Available if Show Calculated Rating is selected on the template.
Default Rating	Displays the overall rating value after the calculated rating is mapped to the rating scale using the beginning and ending ranges of the rating scale.
Rating Description	Available if Show Rating Description is selected on the template.
Comment	Available if Use Comments is selected on the template.

If you select a calibration program on the

Start Performance Review for Organization

task:

The manager's overall review rating is pulled into the calibration program.

The calibrated review displays in the performance review after you complete calibration.

Once an employee review is in progress, you can only change these items on the template:

General description.

General and section set content help text.

General and section evaluation help text.

Section labels.

Track review status and view results with Workday standard reports in the Goals and Reviews
and Talent
categories.

For performance reviews only:

Managers can access the

My Team's Performance Reviews

report to send back or pull forward an in-progress review.

Administrators can manually send back an in-progress or completed review from the related actions menu of the performance review event.

Employees can access the

My Competency Rating Assessment

data visualization report to compare their competency ratings in a specific review. The competency section on a review template must be configured with a minimum of 3 and a maximum of 8 competencies. Also, an administrator must configure a default scale for

Default Scale for Competency Assessment (3, 4, or 5 point scale)

on the

Edit Tenant Setup - HCM

task.

For disciplinary actions and performance improvement plans only, HR partners or administrators can access the

Update Employee Review Dates

task to:

Change the disciplinary action reason and the start and end dates for in-progress or completed disciplinary actions.

Change the start and end dates for in-progress or completed performance improvement plans.

Concept: Track Employee Reviews

Concept: Employee Reviews with Calibration

Add Worklets to Business Processes