Set Up Feedback Template Rules and Defaults

Create feedback templates. See Steps: Configure Feedback Templates.

Security: Set Up Employee Reviews
domain in the Performance Enablement area.

You can set up condition rules to control which feedback templates workers in different groups, such as regions or countries, can select from. You can set up default feedback templates or require workers to use specific templates in feedback events. Example: Create a condition rule for a feedback template that takes account of privacy regulations affecting European workers.

Access the

Maintain Feedback Setup

task.

(Optional) To require workers to use feedback templates, select 1 or more options from the

Require Feedback Template

prompt.

When you require feedback templates, workers can't add ad hoc questions to a feedback request.

(Optional) Select default feedback templates from the

Feedback on Self

Feedback on Worker

prompts.

Workday displays the default feedback template on the feedback request, but workers can select a different template, where available. If you don't require a feedback template, the worker can clear the default feedback template and add other questions instead.

Set up condition rules for Get Feedback on Self
and Get Feedback on Worker
events.

In the

Condition Rule

field, select an existing condition rule or click the Create Feedback on Self Template Condition Rule
or
Create Feedback on Worker Template Condition Rule
option.

On the

Get Feedback on Self

Get Feedback Worker

grid, create, or update a condition rule to determine which workers or groups can use the template.

Set your rules to control which workers or groups can use the template. Assign the feedback template to the condition rule in the table.

You can assign more than 1 feedback template to a condition rule. When you create multiple condition rules, add each rule in the order you want Workday to process the rule. Workday evaluates each rule in the table and initiates the first rule that meets the condition.

When a worker initiates a Get Feedback on Self
, Get Feedback on Worker
, or Feedback from Review
step, Workday displays the configured templates and options.

If you create condition rules and also select a default template, when the criteria match the condition rule, Workday displays the templates specified in the condition rule. When the criteria don't match, Workday displays the default template, but workers can select other active templates from the

Feedback Template

prompt drop-down. The precedence of conditional rule criteria also applies to mass operation feedback events, even when you specify a template in the

Mass Operation Management

task.

You create a Get Feedback on Worker condition rule that applies to workers in Europe only and assign 2 feedback templates customized for Europe to it. When a worker in Europe initiates a Get Feedback on Worker request, Workday displays the relevant 2 feedback templates.