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Peakon
Laatst bijgewerkt: 2022-11-18
Steps: Create Employee Review Templates

Steps: Create Employee Review Templates

  • Define employee review types.
  • Create employee review section types.
  • Create rating scales.
  • Create employee review rules.
  • Create job profiles.
  • Set up the reviews you want to use in your templates.
  • Security:
    Set Up: Employee Reviews
     domain in the Performance Enablement functional area.
You can use the same elements in review templates for development plans, disciplinary actions, performance improvement plans, and performance reviews. Templates define what employees and managers see on the review document and how to process the information. Workday delivers these employee review template sections:
  • Accomplishments
  • Career
  • Competencies
  • Development Items
  • Feedback
  • Goals
  • Overall
  • Questions
  • Responsibilities
  • Supporting Documents
You can create up to 14 sections per template.
  1. Access the
    Create Employee Review Template
     task.
  2. Select the
    Review Type
     and specify the template
    Name
    .
    The available review types are the types you defined on the
    Maintain Review Types
     task.
  3. Add sections to the review template and click
    OK
    .
    Changing the label in the
    Section Label Override
     field affects only this template and the employee reviews generated from this template. Both online and printed review documents have the new labels.
  4. Click
    Configure Employee Review Template
    .
  5. Click
    Edit
     to configure the
    Template Details
     for the template.
  • Start employee reviews based on this template.