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Workday User Guide
Last Updated: 2024-05-03
Create Supplier Performance Reviews and Surveys

Create Supplier Performance Reviews and Surveys

Create suppliers.
You can:
  • Assess and record supplier performance.
  • Create and track
    Performance Reviews
     and
    Action Items
    .
  • Standardized review templates.
  1. Access
    Navigate
    Pipeline
    .
  2. Create a new project and select the
    Performance Review
     project type in the drop-down list next to the project name.
  3. In the
    Reviews
     tab in navigation pane, click
    New
    .
  4. In the
    Performance Reviews
     side panel, select the
    Performance Review Template
     check box.
    If you don’t have a
    Performance Review Template
     option, select the
    Add a Blank Review & Start from Scratch
     check box.
  5. Click
    Add
    .
  6. In the
    Reviews
     tab, select
    Scorecard
    . As you complete this section, consider:
    Option Description
    Choose Suppliers to Review
    Select which suppliers you want your stakeholders to review.
    Invite Your Stakeholders
    Select which stakeholders you want to invite to the review.
    Edit You Scorecard
    Edit the scorecard sections, questions, and weights. You can also preview the scorecard.
    Publish Your Review
    Set a due date and publish your review. You can also edit which stakeholders can see which sections.
  7. (Optional) In the
    Reviews
     tab, select
    Supplier Survey
     and create or modify your supplier survey.
    Your sourcing team can set up a
    Questionnaire
    , include a
    Scorecard
    , and add
    Worksheets
     for your supplier to complete in the
    Build Your Supplier Survey
     section.
    In the
    Publish Your Supplier Survey
     section, you can modify the name of the supplier survey and set a timeline before publishing.
    The
    Supplier Survey
     section might not be available based on your company settings. Contact a company admin to modify the
    Performance Review
     project type.
You can view the past performance of your suppliers.
Watch the video:
 2m 7s

This content is not part of the Workday Administrator Guide.