Setup Considerations: Requested Feedback

You can use this topic to help make decisions when planning your configuration and use of requested feedback. It explains:

Why to set it up.

How it fits into the rest of Workday.

Downstream impacts and cross-product interactions.

Security requirements and business process configurations.

Questions and limitations to consider before implementation.

Refer to detailed task instructions for full configuration details.

What It Is

Workday provides 2 types of requested feedback:

Role-requested feedback, which enables a worker to request feedback on other workers, including feedback for employee reviews. Role-requested feedback can be confidential but not private.

Self-requested feedback, which enables workers to request feedback on themselves. Self-requested feedback can be private but not confidential.

Business Benefits

Enhance feedback data by creating specialized feedback templates to target your business needs.

Drives a culture of continuous improvement by enabling workers to solicit feedback on themselves.

Encourages proactive professional growth and engagement.

Use Cases

Include self-requested and role-requested feedback in employee reviews.

Create templates for projects, with questions to gather feedback from team members to identify successes and areas for improvement.

Configure templates for development where feedback providers can give private feedback for candid and constructive input to help workers identify opportunities for growth in their careers.

Set up mass feedback events to efficiently collect data across organizations.

Questions to Consider

Questions	Considerations
Who can initiate feedback on behalf of others?	You can set up your security domains so that designated employees such as managers can request feedback on behalf of others.
What groups of workers do you want to view confidential or private feedback?	You can assign security to specific groups such as HR partners and managers to view confidential or private feedback.
How can you use feedback to gather sensitive or confidential information?	Managers can request confidential feedback about workers to use in employee reviews.

Recommendations

Enable AI-generated feedback suggestions.

Delete Give Requested Feedback
events using the mass operation management

Cancel Feedback Requests

job to limit the size of your reports.

Use care when securing domains for feedback notifications to prevent workers from seeing notifications they shouldn't see.

To ensure that workers only see feedback intended for them, enable the confidential feedback options on the

Maintain Feedback Setup

task and have workers select it when providing confidential feedback.

When setting up custom feedback notifications for the Get Feedback on Worker
and Get Feedback on Self
business processes, set up notifications for the Give Requested Feedback
business process also to ensure that workers get notified at each step in the process.

To indicate who can view feedback, provide help text for the Get Feedback on Worker
and Get Feedback on Self
business processes. Because these business processes are secured to different domains, the help text should include security information. The feedback provider can receive different types of feedback requests for the same person (both Get Feedback on Worker
and Get Feedback on Self
), and the help text can clarify who can view the feedback for each event.

When you change confidential or privacy settings on your feedback business processes, update business process help text that states who can view feedback.

Add help text to feedback templates to provide helpful tips and guide users through the feedback event.

To obtain quantifiable feedback results, create questions with different answer types, including multiple choice multi-select, multiple choice single-select, date, and numeric.

Requirements

No impact.

Limitations

Workday doesn't provide a way to limit the number of feedback providers.

Workday doesn't indicate whether workers are providing anonymous role-requested or self-requested feedback. You can use a condition rule on business process help text to inform feedback providers whether their feedback is anonymous.

Workday doesn't support feedback badges for role-requested and self-requested feedback. Workday supports feedback badges for anytime feedback only.

Workday doesn't support hiding feedback from workers and showing feedback to managers on employee review templates. To ensure that only designated workers can view feedback, you can set all feedback for the Get Feedback for Review
business process event as confidential.

Workers can’t reassign a request to give feedback. Workday displays the Reassign Tasks action as supported on the Give Requested Feedback
business process policy but has disabled the action.

Tenant Setup

Configure tenant-wide settings for requested feedback, including confidential and private feedback, on the

Maintain Feedback Setup

task.

Security

Configure these domains in the Performance Enablement functional area:

Domain	Considerations
Manage: AI-Generated Feedback Suggestions	Enables workers to access AI-generated feedback suggestions.
Self-Service: Feedback	Enables workers to give and receive feedback.
Self-Service: Role Requested Feedback	Enables workers to view feedback that they request from other workers.
Self-Service: Self Requested Feedback	Enables workers to view feedback that they request on themselves.
Worker Data: Confidential Feedback	Enables workers to view confidential, role-requested feedback on other workers
Worker Data: Private Feedback	Enables workers to view private, self-requested feedback about themselves.
Worker Data: Role Requested Feedback	Enables workers such as managers to view requested worker feedback.
Worker Data: Self Requested Feedback	Enables workers such as managers to view feedback that other workers request about themselves.

Business Processes

Business Processes	Considerations
Get Feedback on Self	Set up steps for self-requested feedback.
Get Feedback on Worker	Set up steps for role-requested feedback.
Give Requested Feedback	Enables workers to provide requested feedback. Although similarly named, the Give Feedback business process only applies to anytime feedback.

Reporting

Reports	Considerations
Feedback on My Team	Add to the Team Performance dashboard to enable managers to view role-requested feedback given to their team members.
Feedback Received	Use to view all feedback types received by a worker.

Integrations

Web Services	Considerations
Get Feedback Questions	Enables you to export feedback questions.
Put Feedback Question	Enables you to import questions for use in feedback templates.

Connections and Touchpoints

Requested feedback interacts with Manager Insights Hub. Managers can use Manager Insights Hub to access information about feedback that their direct reports have received. Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.

Setup Considerations: Manager Insights Hub