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Administrator Guide
Last Updated: 2023-06-23
Steps: Enable Sending Back or Pulling Forward Performance Reviews

Steps: Enable Sending Back or Pulling Forward Performance Reviews

You can use the
My Team's Performance Reviews
 report to send back or pull forward performance reviews for your employees. Users with access on the
Manual Send Back
 action of the
Start Performance Review
 business process security policy can change the current step for in-progress reviews.
Send back and pull forward actions are only available for performance reviews and not the other employee review types.
You can only pull forward a performance review when the review is in progress and is on the
Complete Self Evaluation
 initiation step.
Workday saves all review content including comments, but removes any acknowledgments. When a participant in a review has changed roles or organizations, Workday routes the action steps to the original participant, but sends approvals to the current incumbent.
  1. Edit Domain Security Policies.
    Add managers to the
    Worker Data: Review Event
     domain.
  2. Edit Business Processes.
    Enable pulling performance reviews forward. Configure the
    Start Performance Review
     business process definition so that the
    Complete Self Evaluation
     initiation step immediately precedes the
    Complete Manager Evaluation
     initiation step.
    The
    Complete Self Evaluation
     business process definition must contain only the initiation step.
  3. Enable administrators to perform manual send back. Add administrators to a security group specified in the
    Manual Send Back
     action of the
    Start Performance Review
     business process security policy.
Managers can:
  • Send a review back from the
    Complete Manager Evaluation
     initiation step by clicking
    Send Back
    .
  • Pull a review forward from the
    Complete Self Evaluation
     step to the
    Complete Manager Evaluation
     step by clicking
    Complete On Behalf Of
     from the
    My Team's Performance Reviews
     report.
Administrators can manually send back a performance review event by selecting
Business Process
Manual Send Back
 from the related actions menu.