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Administrator Guide
Last Updated: 2023-06-23
Concept: Performance Review Management

Concept: Performance Review Management

You can use 2 methods to manage the workflow of performance reviews:

My Team's Performance Reviews

With this report, managers can view all in-progress and completed performance reviews for their employees and send back or pull forward a performance review under specific conditions:
  • At the
    Complete Self Evaluation
     initiation step, you can pull a review forward to the
    Complete Manager Evaluation
     step if it's the immediate next step.
  • At the
    Complete Manager Evaluation
     initiation step, you can send a review back to the
    Complete Self Evaluation
     step if it's the immediately preceding step and the review is in progress.
  • After the
    Complete Manager Evaluation
     initiation step but before the completion step, you can send a review back to the
    Complete Manager Evaluation
     initiation step. You must repeat the subsequent steps and the acknowledgment, but any comments that you previously entered are saved.

Manual Send Back

Administrators or other roles secured to the
Manual Send Back
 action in the
Start Performance Review
 business process security policy can:
  • Move an in-progress review from any step to any step.
  • Reopen a completed review and send it back to the
    Complete Manager Evaluation
     step. A manager then can use the
    My Team's Performance Reviews
     report to take further action.
    When you manually send back a completed review, Workday automatically skips:
    • The
      Get Additional Reviewers
       and
      Get Feedback from Review
       steps (if configured).
    • Steps that run concurrently with the
      Complete Manager Evaluation
       step.