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Administrator Guide
Last Updated: 2023-06-23
Concept: Printed Employee Reviews

Concept: Printed Employee Reviews

You can print the employee version of in-progress, completed, canceled, and rescinded reviews. Workday provides a defined print layout for employee reviews. You can also create your own custom print layout. The Workday-defined employee reviews provide:
  • Key employee information.
  • The overall evaluation and acknowledgment.
  • Any other sections defined on the template in the order they display on the template.
    Workday doesn't include the
    Supporting Documents
     section in the employee review printout (PDF), even if you enable section comments for the section. You can print the documents attached to the
    Supporting Documents
     section separately.
The acknowledgment section displays the acknowledgment step in the review process.

Generate a Print Document (PDF)

Print a review document using the
Print
 or
PDF
 icons depending on the review editor that you're using.
  • If your review uses
    Guided Experience
    , generate the review PDF by clicking the
    Print
     icon in the left navigation pane. If you click the
    PDF
     icon in the section pane, Workday only prints the content of that section.
  • If your review uses
    Guided Editor
     or
    Summary Editor
    , generate the review PDF by clicking the
    PDF
     icon.
  • You can also generate the review PDF by clicking the
    PDF
     icon when you open the review in My Tasks.

Evaluation Content

The print document (PDF) contains content for self-evaluation and manager evaluation based on the current business process step and business process security policy. You must have
View All
 permission on these business processes to print all evaluation information:
  • Complete Manager Evaluation
    .
  • Complete Self Evaluation
    .
Managers can view the self-evaluation content in an employee review printout when:
  • They have view permission on the
    Complete Self Evaluation
     business process security policy.
  • Employees submit the self-evaluation.
  • The review is in progress or complete.
The printed review contains ratings and comments as configured in the employee review template that it uses.

Hidden Sections

When you configure the employee review template to hide 1 or more sections from the employee, those sections don't display on the review printout.

Feedback

To include the
Feedback
 section in review printouts, include the
Feedback
 section in the review template, plus:
Review Type
Configuration
Result
Performance Review and Development Plan
One of these options:
  • Configure the
    Get Feedback from Review
     step on the applicable business process:
    • Start Performance Review
      .
    • Start Development Plan
      .
  • Select
    Section Comments
     for the
    Feedback
     section on the
    Configure Employee Review Template
     task.
Prints the feedback received from the review and section comments (if selected).
The review printout includes only requested feedback received from the employee review as part of the
Get Feedback from Review
 process.
Performance Improvement Plan and Disciplinary Action
(Optional) Select
Section Comments
 for the
Feedback
 section on the
Configure Employee Review Template
 task.
Prints the section comments (if selected).
To exclude the
Feedback
section from employee review printouts, clear the
Enable Feedback on Printout
 check box under
Template Details
 on the
Configure Employee Review Template
 task.