Steps: Set Up Mass Operation Feedback Events

Security: These domains in the System functional area:

Business Process Administration

Custom Report Creation

You can encourage continuous feedback by scheduling mass feedback events for multiple workers at once. You can configure these mass feedback events:

Launch Get Feedback on Self
: Mass launches the Get Feedback on Self
business process to enable groups of workers to request feedback on themselves.

Launch Get Feedback on Worker
: Mass launches the Get Feedback on Worker
business process to enable managers to request feedback on workers from a target audience. Collecting feedback on managers from their direct reports, or on employees from their mentors and connections can be useful.

Cancel Feedback Requests
: Mass cancels incomplete or expired Give Requested Feedback
events to remove them from My Tasks for feedback providers.

Edit Business Process Security Policies.

For Launch Get Feedback on Self
or Launch Get Feedback on Worker
mass operation events only, update these business process security policies:

Business Process Security Policy	Considerations
Get Feedback on Self	Add the Employee As Self security group to the Get Feedback on Self - Mass Launch action step.
Get Feedback on Worker	Add a role-based security group like Manager or HR Partner to the Get Feedback on Worker - Mass Launch action step.

Create a Segment-Based Security Group for Mass Operations.

Select:

The Talent Administrator
security group, or another unconstrained security group, from the

Security Groups

prompt.

The Launch Get Feedback on Self
or Launch Get Feedback on Worker
from the

Access to Segments

prompt.

Grant View and Modify
permission to your segment-based security group on the Mass Operation Management
domain in the System functional area.

Create Custom Reports.

Set up a custom report to use as the input report in the Mass Operations Management task. As you complete the report for your mass operations, consider:

Operation	Considerations
Launch Get Feedback on Self	Create a report for the feedback requestors. The report must use the Indexed All Workers report data source (RDS) and return fewer than 50,000 workers.
Launch Get Feedback on Worker	Create a report for the feedback recipients or the people you're requesting feedback about. When creating the custom report, select the Currently Active filter from the Field prompt to ensure that Workday only requests feedback for active workers. The report must also use the Indexed All Workers RDS and return fewer than 50,000 workers.
Cancel Feedback Requests	Create a report for Give Requested Feedback events to cancel. To cancel only expired feedback requests, you can copy the Expired Feedback Requests report to a custom report. Configure the: Give Requested Feedback Events RDS. All Give Feedback Requested Events Secured for Processing Person data source filter. Expiration Date report field. Get Feedback Event report field.

Set Up Mass Operations.

As you complete the task, consider:

Option	Description
Mass Operation Type	Select the mass operation: Launch Get Feedback on Self Launch Get Feedback on Worker Cancel Feedback Requests
Input Report	Select your custom report.
Run Frequency	If your run frequency isn't Run Now , you can configure run frequency details on the Schedule tab. To encourage continuous feedback, select a recurring frequency.
Feedback Template	Workday displays the default template and follows any condition rules set up in the Maintain Feedback Setup task for the Get Feedback on Self or Get Feedback on Worker business processes. See Set Up Feedback Template Rules and Defaults. Selecting a feedback template is: Optional for the Cancel Feedback Requests or Launch Get Feedback on Self mass operation types. Required for the Launch Get Feedback on Worker mass operation type when you enable the Default: Get Feedback on Worker is Confidential option on the Maintain Feedback Setup task.
Feedback Requestors	(Get Feedback on Worker only) Select the users who will receive the Get Feedback tasks in My Tasks. Workday displays available role-based security groups based on the security policy for the Get Feedback on Worker - Mass Launch action step in the default business process definition.
Feedback Providers	(Get Feedback on Worker only) Enter feedback providers for Workday to populate the From Workers prompt in the Get Feedback task in My Tasks. The available feedback providers are based on the feedback recipients' relationships defined in Workday (mentors, mentees, connections, or direct reports). If you don't specify this field, then Workday leaves the From Workers prompt blank.

Mass Launch Get Feedback on Self: Workers receive task

My Tasks

that they can use to request feedback from another worker. The task includes the feedback template if you selected one when you ran the mass operation.

Mass Launch Get Feedback on Worker: Feedback requestors, like managers, can open the Get Feedback on Worker
event from their

My Task

. Once the feedback requestor submits the request, the feedback provider then receives a task in

My Tasks

and completes the feedback request.

Mass Cancel Feedback Requests: Workday removes outdated or ignored feedback requests from the

My Tasks

of feedback providers. When there's only 1

Give Requested Feedback

subprocess, Workday also cancels the parent business process event.

Workday notifies you if you include an inactive feedback template in a mass launch. The mass launch operation still launches successfully, but feedback requestors must manually select an active template or create their own questions. This limitation only applies for daily, weekly, or monthly run frequencies.

If an administrator enables the Talent Effect
option in the leave type for an employee on a Leave of Absence, Workday doesn't include the employee in team reports for mass operation feedback events.