Steps: Set Up Performance Improvement Plans

Configure the Start Performance Improvement Plan
business processes 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.

Edit Business Processes.

Performance improvement plans derive their security for comment steps from other employee review types by default. Edit the definition for the Complete Manager Plan for Performance Improvement Plan
business process to enable employees and managers to provide comments.

Add an Action
step and specify Provide Employee Review Comments
and assign it to the Employee as Self
group.

Add an Action
step and specify Provide Manager Review Comments
and assign it to the Manager
group.

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.

(Optional) Maintain Employee Review Acknowledgement Statuses.

(Optional) Set Up Performance Worklets.

(Optional) Add performance improvement plan reports 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 performance improvement plan reports to profile groups.

See Steps: Set Up Profiles and Profile Groups.

Workday only displays the

Performance Improvement Plans

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

Performance Improvement Plans

tab when:

The worker hasn't started or completed any performance improvement plans.

All previous performance improvement plans have been rescinded or canceled.

Concept: Employee Reviews

Create Custom Labels

Steps: Manage Performance Improvement Plans