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.

Access the

Configure Employee Review Template

report.

Click

Configure Help Text

to define help text for the review.

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:

選項	說明
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.

(Optional) Set Up Guided Tours.

Configure field-level help text for your employee review sections and business process steps.