Concept: Load Content from Previous Review

You can load content from a completed review to a new review in these sections:

Accomplishments

Competencies

Goals

Questions

Responsibilities

When configuring sections on the

Configure Employee Review Template Section

task, select 1 of these

Load Content from Previous Review

field options:

Carryover with Item Evaluation Content

(all section types)

Consolidate

(

Accomplishments

Goals

, and

Responsibilities

only)

You can’t move content from an in-progress review. You can continue to work on in-progress reviews (without moving content) when the:

In-progress review doesn’t overlap with the new review period.

Review templates have different section types.

Content Carryover

Use the

Carryover with Item Evaluation Content

option to carry over content from an employee's most recent completed review. You can only carry over content into the same review category. Example: You can't carry over

Competencies

content from a development plan to a performance review. These rules apply when carrying content over from 1 review to another:

General

The end date of the previous completed review must be earlier than the start date of the new review.

Workday carries over both review items and evaluation content (employee and manager comments and ratings).

Once you carry the content over, you can allow employees and managers to add new comments to the existing content and also to change ratings.

Sections

The previous review and the new review must use the same rating scale. If the review templates have different rating scales, adjust the previous ratings to the rating scale of the new review.

You can only carry over content to the same section in the new review. Example: You can carry over

Competencies

content to the

Competencies

section in the new review, but you can't carry over

Competencies

content to the

Goals

section.

Goals

The status of the content you're moving must be:

Not Started
(NS).

In Progress
(IP).

Blank.

Move the most current version of the content.

Workday excludes completed goals and archived goals.

Competencies

Carry over items and comments, but not ratings, if the review templates use different evaluation methods (one uses a rating scale and the other uses proficiency scales).

Carry over ratings with proficiency scales that use the same scale. Workday doesn't carry over competency proficiency ratings if the scale has changed since the last review.

Carry over only items defined on the new review template. Workday doesn't carry over competencies pulled from position.

Questions

Carry over only items defined on the new review template.

Responsibilities

The employee or manager must make changes or comment in this section for items to carry over.

Consolidating Content

Use the

Consolidate

option to pull in items from all completed reviews. These rules apply when consolidating content:

General

The begin and end dates of the previous reviews must be equal to, or fall between, the begin and end dates of the new review.

Sections

For applicable sections, move ratings and item comments as configured on the new review template.

Move content from a section in all previous reviews to the same section type in the new review.

Goals

The status of the content you're moving must be:

Not Started
(NS).

In Progress
(IP).

Completed.

Blank.

Move the most current version of the content along with rating values, as configured on the new review template. The

Consolidate

option doesn't pull in comments in

Goals

sections.

The review templates must have the same rating scales for correct mapping of goal ratings between the reviews. If the rating scales are different, Workday randomly assigns an initial rating to goals in the new review.