Example: Start My Performance Review

Start My Performance Review

The Workday administrator publishes the

Start My Performance Review

card with a custom schedule that displays for 1 month from 1st April to 30th April and repeats every 6 months.

This example illustrates how the

Start My Performance Review

card behaves differently based on the user's actions in 2 diferent scenarios.

Betty doesn’t want to see her

Start My Performance Review

card lingering on her home page after she has started the process. As an administrator, you want to create a

Start My Performance Review

card for your users that’s published from April 1st to April 30th of the year and then repeats every 6 months on a recurring schedule. You also want the

Start My Performance Review

card to disappear from the home page once Betty takes action.

Security: You must have access to the Start My Performance Review
task to view this card.

Access the

Home Cards Workspace

report, click the

Add Card

button and search for the

Start My Performance Review

card from the

Available Cards

list.

Select the

Start My Performance Review

card and click

Add

Click the card row to display the drop-down menu, and select

Edit

On the

Edit Card

task screen, select the

Use Custom Schedule

checkbox.

Access the

Display Schedule

section and enter the

First Appears On

date as 04/01/2023.

Enter the

First Disappears On

date as 04/30/2023 to set the display interval as 1 month.

Set the

Repeats Every

field for 6 months.

Select the

Publish Card on Home

checkbox in the

Publish

section, on the

Edit Card

page.

Click

to save the edits.

When Betty logs in on April 1st, 2023, the

Start My Performance Review

card displays on her home page. She clicks the card and starts her performance review. The card disappears from the home page since she’s taken action.

Once Betty initiates the

Start My Performance Review

task, it moves to her

My Tasks

. However, she forgets to finish her performance review. The task remains in the

Awaiting Your Action

section.

After 6 months, the

Start My Performance Review

task appears on Betty’s home page. Betty gets notified of the outstanding task she has to complete. She decides to finish her outstanding performance review from

My Tasks

but after submitting, she still sees the

Start My Performance Review

card on her home page for the current period. She clicks the card to start a new performance review for the current review period. After submitting the performance review for the current period, the card no longer displays on her home page.