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Administrator Guide
Last Updated: 2023-06-23
Set Up Performance Worklets

Set Up Performance Worklets

  • Create employee review templates for performance reviews.
  • Security:
    Set Up: Employee Reviews
     domain in the Performance Enablement functional area.
The
Performance Review Status
 worklet displays the number of performance reviews that are:
  • Complete
  • In Progress
  • Not Launched
These numbers display when you specify which performance review templates to include. The
Not Launched
 number only includes workers who are eligible for performance reviews using the employee review templates you created.
When you access this worklet, Workday finds the performance review templates where the current date is:
  • After the template start date.
  • Before the template end date + 3 months.
Workday compares these templates to performance reviews for your direct reports. If a performance review status matches, it's included in the count. If the current date is after the template end date + 3 months, Workday won't find any performance reviews to display.
  1. Access the
    Maintain Employee Review Setup
     task.
  2. Click the
    Worklet
     tab. As you complete the task, consider:
    Option Description
    Employee Review Templates used in Performance Worklets
    Select the
    Performance Review
     templates you want to report in the worklet. Only templates for the
    Review Type
     of
    Performance Review
     are available.
    To hide the
    Performance Review Status
     numbers on the
    Team Performance
     dashboard, clear this field.
    You can include current fiscal year performance review templates in this field to report on recent performance reviews of your workers.
    Reporting Target Rating Scale
    Select the rating scale to use in reports when the performance review template doesn't include a default rating scale. Workday normalizes any ratings to this scale.
    Review Templates Used in Performance Over Time Report Field
    Used in the
    Performance Over Time
     reports or report fields. Select if you use
    Performance Over Time
     as an axis for a talent matrix report.
    Workday also uses this field to identify the 3 most recent performance reviews for the
    Review Rating
     report fields.
    The
    Performance Over Time
     calculation excludes ratings from templates that have an
    Overall
     section in which the
    Rating Configuration
     is set to
    Manual Entry
    .
    Rating Scale Used in Performance Over Time Report Field
    Select if you use
    Performance Over Time
     as an axis for a talent matrix report.
    Workday also uses this field to normalize performance ratings for the
    Review Rating
     report fields.