Reference: Employee Review Template Details Fields
Template Details
Option | Description |
|---|---|
Applies To | Specifies a condition rule that targets this review template to apply to a subset of employees. |
Period Start/End Date | Specifies the start and end dates when all employees have the same review period. These dates display on the initiate review page and you can't change or delete them.
When you leave start and end dates blank on the template, you must enter the dates when you launch the review. You can use this option when you start a review for individual employees and must specify the start and end dates at initiation time. These dates also determine which review Workday includes in the Performance Review Status worklet.The review doesn't automatically start or end on these dates. To start a review, use the Start task that corresponds to the type of review you're defining. The review process doesn't end until the business process is complete. |
Inactive | Inactivates the template. You can't select an inactive review template, but the template remains valid for in-progress reviews. |
Layout Override | Specifies a custom print layout created with Report Designer in Workday Studio to override the standard layout for employee reviews based on this template. |
Other Reviewer Options
Option | Description |
|---|---|
Enable Additional Reviewers for Competencies Section | (Performance Reviews and Development Plans only) Enables you to add additional reviewers in the Competencies section.
Include the Get Additional Reviewers step in the Start Performance Review or Start Development Plan business process to enable additional reviewers. Also define the types of Additional Reviewers on the Maintain Additional Reviewer Types task. |
Display Additional Reviewer Names | Enables the additional reviewers' names to be visible to both the employee and the manager. By default, additional reviewer names are anonymous, even if you disable anonymous feedback on the Maintain Feedback Setup task. |
Display Additional Ratings to Employee | Enables employees to see ratings assigned by additional reviewers. |
Display Additional Comments to Employee | Enables employees to see comments provided by additional reviewers. |
Enable Additional Manager Evaluations for All Sections | (Performance reviews only) Enables comments from additional managers in all sections of the employee review. |
Display Additional Manager Comments | Enables managers to see other managers' comments if you enable additional manager evaluations. |
Display Additional Manager Names | Enables primary managers to see the additional managers' names if you enable additional manager evaluations. |