Reference: Employee Review Template Item Content Fields

Load Content from Previous Review

Defines the method to move content from an employee review of the same type and within the same review period to the next review period. Options are:

(
Accomplishments
,
Competencies
,
Goals
,
Questions
,
Responsibilities
)
Carryover with Item Evaluation Content
: Moves content from the most recently completed review, including ratings and comments as configured.
(
Accomplishments
,
Goals
,
Responsibilities
)
Consolidate
: Consolidates and moves content from all previous reviews that falls within the review period start and end dates.

Allow Delete of Previous Content

(

Accomplishments

,

Goals

,

Responsibilities

) Enables employees or managers to delete content moved from a previous review. Available when you select an option from the

Load Content from Previous Review

field.

Allow User to Add Existing Goals Manually

(

Goals

) Enables the employee or manager to pull in individual goals created outside of the review. If you've included more than 1

Goals

section, you can add an individual employee goal to only 1 section. When you select

Load Relevant Goals

, Workday automatically selects this check box.

Load Relevant Goals

(

Goals

) Adds all employee goals not already in the employee review to the review document. The automatic pull-in occurs at the beginning of the set content and evaluation phases. If you've included more than 1

Goals

section, you can add employee goals to only 1 section. You can use this option on all

Goals

section types. You can:

Filter Relevant Goals by Category
Filter Relevant Goals by Goal Template Rule

Populated from Position

(

Responsibilities

) Adds responsibilities from the employee's primary position and the primary position's job profile. When you select this check box, you can also add new content at the time of the review. Workday pulls the responsibilities from the employee's primary position and the primary position's job profile.

Pull from Position

(

Competencies

) Adds competencies from the employee's job profile and position to the review. You can also add individual competencies defined with the

Configure Competency

task.