Concept: The Employee Review Process

Workday sessions time out when inactive. We automatically saves in progress work for supported steps in employee reviews. The background process for the Autosave For Guided Experience Employee Reviews feature runs every 30 seconds. In addition to the Autosave feature, workers can manually save their work by clicking

Save

.

The review process starts with one of these tasks, associated with a configurable business process:

Business Process	Related Task
Start Development Plan	Start Development Plan for Employee Start Development Plan for Organization Start My Development Plan
Start Performance Review	Start Performance Review for Employee Start Performance Review for Organization Start My Performance Review
Start Performance Improvement Plan	Start Performance Improvement Plan for Employee
Start Disciplinary Action	Start Disciplinary Action for Employee

This step enables the manager and employee to discuss the content comprising the employee review. Managers and employees can add, edit, or delete:

Accomplishments
Career preferences
Competencies
Development items
Goals
Responsibilities

You can't change questions during the review because they're defined on the template. You can enable weighting for all sections except

Career

,

Development Items

, and

Feedback

.

You can use

Get Additional Reviewers

to solicit and receive reviews on competencies. Add it to these business processes:

Start Performance Review
.
Start Development Plan
.

Employees or managers can initiate

Get Additional Reviewers

.

Use this step to request feedback from 1 or more employees. You can add the

Get Feedback from Review

step to these business processes:

To view the list of requests and feedback received during the review, configure the

Feedback

section in the employee review template. Employees can't request feedback on themselves in a review.

Evaluations enable employees to complete their self-assessment and managers to assess their direct reports. They can:

Add new content.
View feedback.
Enter comments.
Link a goal to the goal of a supervisory organization.
Provide item ratings.
Specify an overall rating.

To manage reviews for employees who have multiple managers during a review period (such as during a promotion, transfer, or manager organization change), configure the Manager for Majority of Event security group on all applicable steps in the review business process. If the managers at the midpoint and end of the review period are the same, Workday routes the step to that manager. If not, Workday routes the step to the manager at the start of the review period.

Example: Bob is Tanya's manager at the start of the quarterly review period. If Tanya transfers mid-quarter to Jack's organization, Workday makes Jack the Manager for Majority of Event. If Tanya transfers after the midpoint of the quarter, Workday makes Bob the Manager for Majority of Event.

The effective date for an employee review is the end date of the review. You can configure each review business process step to control when employees see the review content:

If the Employee as Self security group has:
View All
access, employees can see review content at any stage of the review process.
View Completed Only
access, employees can see review content after the review end date.

You can also control whether and when employees can view these employee review template sections:

Accomplishments
Overall
Questions
Responsibilities
Supporting Documents