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How do employees and managers complete a performance review in Workday?

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The Performance application is where you and your manager will set your job-related goals, write and go over your performance reviews, and ensure your skills and experience are updated.

There are 4 steps to the review process:
 
1. Workday auto-schedules reviews for Support Staff.  Reviews align to the employee start date in their position. Chairs initiate reviews once within a three-year cycle for full-time Faculty.

2. Human Resources initiates reviews full-time Administrative employees.  The employee does their self-evaluation review.

3. The manager completes their review.

4. The employee acknowledges the results.

To initiate a Faculty Performance Development review– Chair

 
1. From the Homepage, enter the name of the employee in the search bar. 

2. Select the employee’s name from the search results to go to their page. 

3. Select the Action button.

4. In the Action menu under Talent, select Start Performance Review

5. On the Start Performance Review page, use the drop-down menu to select a Review Template. 

6. Select the Period Start and End Dates, using the calendar. Note: Performance Review dates are based on criteria set by the college and will appear on the review.

7. Once the fields are completed select Submit.

The performance review will be sent to the employee for the Self-Evaluation portion.

Workday auto schedules Support Staff Performance Development reviews.  If the review is off-cycle due to an employee leave, the Manager can follow the above process.

To initiate an Administrative Performance Development review - Human Resources 
 
1. From the Homepage, enter the name of the employee in the search bar. 

2. Select the employee’s name from the search results to go to their page. 

3. Select the Action button.

4. In the Action menu under Talent, select Start Performance Review

5. On the Start Performance Review page, use the drop-down menu to select a Review Template. 

6. Select the Period Start and End Dates, using the calendar. 

Note: Performance Review dates are based on criteria set by the college and will appear on the review.
 
7. Once the fields are completed select Submit.

The performance review will be sent to the employee for the Self-Evaluation portion.
 

To complete the self-evaluation – employee

  1. From your homepage, go to your Inbox at the top right as shown below in red.
 
User-added image
 
2. In your Inbox under Actions, select the Self Evaluation action item. 

3. Select Guided Editor in the middle of the page. Note: To show the whole form on one page, select the Summary Editor option. 

4. In the Guided Editor, select the pencil for each review question, and write your answers in the question-specific boxes. 

5. Once a question has been answered, select the checkmark to save the answer. 

6. When all the questions have been answered and saved, select Next. If you missed a question, you will get an error.

7. On the competencies page, as before select the pencil icon for each section to answer. 

8. Select a Rating from the drop-down menu, and insert extra information in the Details and Comments field. 

9. When all competency sections are completed, select Next

Note: Different review templates will have different pages and fields to complete. This example is an Academic Review and may be different than your template.
 
10. On the Faculty Review page, select the pencil icon and insert comments for the 2 sections. 

11. When complete select Next

12. On the Evaluation Supporting Documents page, select Add then Attach to add supporting documents to your review. 

13. On the General summary page, select the pencil icon to insert a summary of your performance into the field. 

14. When complete select Next

15. On the Professional Development page, select Add. 

16. Identify and describe at least 1 three-year goal, provide a goal status, and a comment.

17. When complete select Next

18. A final review page will be displayed. Review all inputted information, and ensure all fields are completed. 

19. When you are sure the information is complete and correct, select Submit

Once you select Submit, the Performance Review will be sent to your manger as an Action item. 
 

To complete the review – manager

 
1. From your homepage, go to your Inbox Actions tab, and select the new Performance Review Action item. 

2. Select the Guided Editor view. 

3. Select the pencil icon, and complete the Manager Evaluation portion of each section on the page. 

4. Select the check-mark to save each answer. 

5. Select Next when done. 

6. Complete the last 5 sections of the performance review. For help, see the self-evaluation section above. 

7. When done select Submit

8. After the review has been completed and submitted, a new Action item will appear in the manager’s Inbox. 

9. The manager and employee will meet offline and discuss the performance review together. 

10. After meeting, the manager goes to their Inbox Actions tab and selects Meet with employee to Discuss Review action item, and selects Submit.

To acknowledge the results – employee

 
1. From your homepage, go to your Inbox Actions tab. 

2. Select the Manger Evaluation Action item.

3. Use the drop-down status field to select Acknowledged.

4. Select the pencil to add any final comments. 

5. Select Submit to register and save the performance review. 

The performance review process is now complete. 


Other helpful links: 

Related User Guide: Performance Review
Other User Guides: https://www.algonquincollege.com/workday/employee-self-service-user-guides/
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