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Administrator Guide
Laatst bijgewerkt: 2023-06-23
Concept: Employee Review Editors

Concept: Employee Review Editors

Workday provides 3 editor options for employees to complete information in their employee reviews:
  • Guided Editor
     is a wizard that takes employees through sections 1 at a time.
  • Summary Editor
     has all sections on the same page.
  • Guided Experience
     is a wizard that enables employees to navigate between sections.

Guided Editor and Summary Editor

You can specify that users start in either
Guided Editor
 or
Summary Editor
, or you can let them select the editor. Users can switch editors at any time by clicking
Guide Me
 or
Summary
. They can also pause data entry to complete later.
You can specify that the employee review uses
Guided Experience
 as an alternative to
Guided Editor
. Unlike
Guided Editor
, users can't switch between
Guided Experience
 and
Summary Editor
.
We plan to retire
Guided Editor
 and
Summary Editor
 for employee reviews in a future release. Workday recommends that you use
Guided Experience
 for a more streamlined employee review experience.

Guided Experience

Guided Experience supports all template sections except:
  • Career
  • Responsibilities
If you create a template using
Guided Experience
 but include these unsupported sections, you won't be able to launch the review.
Guided Experience
 provides functionality differences with
Guided Editor
 and
Summary Editor
:
  • You can configure separate help text targeted specifically for workers and managers.
  • When configured, Workday displays a separate
    Acknowledgment
     section after the
    Summary
     or
    Review
     sections, while
    Guided Editor
     displays employee and manager acknowledgment steps before other steps.
  • Guided Experience
     supports hiding section ratings and weightings in
    Accomplishments,
    Competencies
    ,
    Goals
    , and
    Questions
     sections.
  • The
    Competencies
     and
    Feedback
     sections provide a grid format to users not supported in
    Guided Editor
     and
    Summary Editor
    .
  • Workday doesn't support
    Guided Experience
     on the Workday mobile app.