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Peakon
Laatst bijgewerkt: 2025-09-19
Define Help Text for Employee Reviews

Define Help Text for Employee Reviews

Security:
Set Up: Employee Reviews
 in the Performance Enablement functional area or
Manage: Business Process Definitions
 domain in the System functional area.
Configure the sections in the employee review template.
You can provide help text for employee reviews in 3 places: at the template level, for a specific section, or for a specific field. In employee reviews, you can define separate help text specifically targeted for employees and managers at the template level and for specific sections.
Template Help Text
Workday displays this help text when workers start or return to these steps of the employee review business process:
  • Set Content
    .
  • Complete Self Evaluation
    .
  • Complete Manager Evaluation
    .
  • Acknowledgment steps.
Section Help Text
Workday displays section help text at the top of each page.
Field Help Text
Workday displays field help text for individual fields on employee reviews. You can tailor your field help text for these employee review business process steps:
  • Complete Additional Manager Evaluation
  • Complete Manager Evaluation
  • Complete Self Evaluation
  • Set Content
Employee reviews suppress help text defined on steps in the business process definition , since you have the flexibility to create template-specific help text.
  1. Access the
    Configure Employee Review Template
     report.
  2. Click
    Configure Help Text
     to define help text for the review.
  3. Configure template help text in the
    Template Help Text
     tab and section help text in the
    Section Help Text
     tab.
    You can enter section-specific instructions for the
    Set Content
     and
    Evaluation
     phases of the employee review. Workday only displays sections that you've added to the template in the
    Section Help Text
     tab.
    As you complete this task, consider:
    Optie Omschrijving
    Set Content
    Employees and managers see these instructions during the
    Set Content
     step. You can format the text and add links to external information. Not available for the
    Feedback
    ,
    Supporting Documents
    , and
    Overall
     sections.
    Employee Evaluation
    Employees see these instructions during the
    Complete Self Evaluation
     step. You can format the text and add links to external information.
    Manager Evaluation
    Managers see these instructions during the
    Complete Manager Evaluation
     step. You can format the text and add links to external information.
    Employee or Manager Acknowledgment
    Explain how employees and managers can acknowledge that they've viewed each other's comments as part of the
    Provide Manager Review Comments
     and
    Provide Employee Review Comments
     steps. This text is part of a digital signature that includes:
    • An acknowledgment.
    • The person who completed the step.
    • A time stamp.
  4. Configure field-level help text for your employee review sections and business process steps.