Talent and Performance Learning Hub
Our Hub page brings Talent and Performance content from across our site in to one central location. This includes processes such as goal management, performance reviews, and succession planning. Use the tabs below to find specific learning materials.
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| How can I make a correction to a completed review? In the event a completed review needs to be updated, Talent Partners can send the review back to a previous review step. Using the Related Actions for the review select Business Processes > Manual Send back. Repeat this action until the review is in the needed stage. |
| How do I cancel a Performance Review? Only a Talent Partner is able to cancel a performance review. The Talent Partner will navigate to Performance section in the Worker Profile. Use related actions for the review and select Business Processes > Cancel. |
| How do I review the employee’s responsibilities as part of the review? You can use the Review Analytics button at the bottom of the navigation bar on the left side of the screen. Or you can navigate to the employee’s position restrictions and view the responsibilities on the qualifications tab. |
| How do I send an in progress performance review back to a previous step to be edited? Only Managers and Talent Partners can send a performance review back to a previous step. Managers can view their team’s performance reviews from the My Team’s Performance Reviews report available within the Team Performance worklet. If the performance review can be sent back, a Send Back button will be available. Talent partners can access the Performance […] |
| How many additional managers can be assigned as part of the review? Only two additional managers can be added to a review. |
| How will performance reviews be handled in Workday? Employees and managers will have the ability to conduct and complete performance reviews in Workday. Each member has the ability to set up member-specific performance review configuration using the approved templates provided in Workday. |
| What do I attach in the attachment section? This is where you would attach paper based review forms or other documents that would support the review process. For example, letters of reference, training records, certifications. |
| What if the Manager has changed and needs to be updated? Talent Partners can fix this by sending the review back one step in the process and letting the business process update with the new primary managers name. Using the Related Actions for the review select Business Processes > Manual Send back. The Talent Partner can then manually advance the review back to the new primary […] |
| Who can be selected for an additional reviewer? The Manager can select any worker to be an additional reviewer. |
| Who can launch a Performance Review? Talent Partners can launch a review for individual Employees From the Worker profile, navigate to the Performance link Click Start Performance Review Button Select the Review Template Enter the Period Start and End Date Click Submit to launch the review |
| Will uncompleted tasks by additional reviewers or additional managers delay the evaluation process? The Manager does not need to take action on those pending additional reviewer and manager task. When the Primary Manager is ready to complete the review process, they will submit their review. This will cause all the pending additional reviewers and manager tasks to be canceled and the task to be removed from their Workday […] |
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| Add Awards and Activities This job aid outlines the process for an Employee to add achievements to their Worker profile. |
| Add Awards and Activities for Your Employee This job aid outlines the process for a Manager or Talent Partner to add achievements to the Worker profile for an Employee they manage or support. |
| Add Emeritus Status This job aid outlines the activities for a Talent Partner or Talent Analyst to add Emeritus Status for an individual using the Add Award and Activity process. |
| Additional Manager Evaluates Employee This job aid outlines the activities for an Additional Manager to participate in the annual performance evaluation of an Employee. |
| Additional Reviewer Evaluates Employee This job aid outlines the activities for an Additional Reviewer to participate in the annual performance review of an Employee. |
| Complete Annual Goal Setting This job aid outlines the activities for an Employee and Manager to set goals for the Employee for the upcoming performance review period. |
| Complete Performance Review – Attachment Only (Employee) This job aid outlines the activities for an Employee to complete a Performance Evaluation that uses the Attachment Only or Researchers Attachment Only templates. |
| Complete Performance Review – Attachment Only (Manager) This job aid outlines the activities for a Manager to complete a Performance Evaluation for an Employee who is assigned the Attachment Only or Researchers Attachment Only templates. |
| Complete Performance Review – Faculty (Employee) This job aid outlines the activities for a Faculty Member to complete a Performance Evaluation that uses the Faculty template. |
| Complete Performance Review – Faculty (Manager) This job aid outlines the activities for a Manager to complete a Performance Evaluation that uses the Faculty template. |
| Complete Performance Review – Staff (Employee) This job aid outlines the activities for an Employee to complete a Performance Evaluation using the Staff Performance template. |
| Complete Performance Review – Staff (Manager) This job aid outlines the activities for a Manager to complete a Performance Evaluation that uses the Staff template. |
| Complete Performance Review – Student (Employee) This job aid outlines the activities for a student Employee to complete a Performance Evaluation that uses the Student template. |
| Complete Performance Review – Student (Manager) This job aid outlines the activities for a Manager to complete a Performance Evaluation that uses the Student template. |
| Complete Talent Review (Employee) This job aid outlines the activities for an Employee to complete a Talent Review in Workday by updating their Talent Profile. |
| Complete Talent Review (Manager) This job aid outlines the activities for a Manager to complete a Talent Review in Workday for an Employee by reviewing their talent attributes and accessing their potential. |
| Create Succession Pools in Workday This job aid outlines how a Talent Partner can create a Succession Pool in Workday with employees to track succession for a specific Job Profile. |
| Creating Succession Plans in Workday This job aid outlines how a Talent Partner can create a Succession Plan with employees to track succession for a specific position. |
| Creating Talent Pools in Workday This job aid outlines how a Talent Partner can create a Talent Pool in Workday with employees based on their talent attributes such as skills or certifications. |
| Enter Ad Hoc Goals for Your Employee This job aid details the process for a Talent Analyst to add new ad hoc goals for an Employee. Ad hoc goals are goals added after the initial setup of an Employee’s goals. |
| Get or Give Feedback on Employee This job aid outlines the process for requesting Feedback on an Employee, giving Feedback on an Employee and reviewing Feedback received. |
| Manage Certifications and Licenses for Your Employee This job aid outlines the process for a Talent Partner, Talent Analyst, Manager or to manage an Employee’s certifications and licenses. |
| Manage Goals for Your Employee This job aid outlines the activities for a Manager or Talent Analyst to enter or edit Ad Hoc goals for an Employee outside of the Annual Goal Setting process. |
| Manage Organization Goals This job aid outlines the activities for a Manager to create and view organizational goals for Supervisory Organizations they manage in Workday. |
| Manage Your Certifications and Licenses This job aid outlines the process for Employee’s to manage their certifications and licenses within their Worker Profile. |
| Manage Your Goals This job aid outlines the process for an Employee to enter or edit Ad Hoc goals and the process for the Manager to review and approve those goals. |
| Reassign Manager Evaluation Step For Your Employee This job aid outlines the activities for a Talent Partner to reassign the Manager Evaluation step of the Performance Review business process to a previous Manager. |
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| Supporting Performance and Goals in Workday The purpose of this course is to introduce Talent Analysts and Talent Partners to important concepts and business processes for which they will be responsible while supporting Goals and Performance in Workday. |
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| Performance Review Reports This guide provides a comprehensive list of Performance Review reports and a brief explanation of how those reports are used |
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| Team Performance Dashboard Provides an overview of the Team Performance Dashboard available to Managers. |
| Topic | Date | Date |
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| Employee Development Items Discusses the Development Items feature in Workday which allows Managers and Employees to work together to create items to track the growth and development of an Employee’s knowledge, skills and abilities. |
February 12, 2020 | 2020/02/12 |
| Managing Goals in Workday Overviews the different types of goals while reviewing the process of Managing Goals, Archiving Goals, and the goal setting process. This webinar will provide insight into how goals and performance processes overlap. |
May 17, 2023 | 2023/05/17 |
| Performance Provides an overview of the new performance review templates, the changes to the performance review process, updated security changes for talent partners and new report features |
March 24, 2021 | 2021/03/24 |
| Performance Review Kickoff This webinar reviews the new performance review templates, the changes to the performance review process, updated security changes for talent partners, and new report features. |
December 08, 2021 | 2021/12/08 |
| Performance Reviews in Workday Overviews the new performance review templates, the changes to the performance review process, updated security changes for talent partners and new report features. |
March 23, 2022 | 2022/03/23 |
| Succession Planning in Workday Please join us as the Talent and Performance Functional Teams review the additional Talent functionality enabled within Workday. We will start with a walk-through of the Talent Review process to highlight new talent information that an Employee can enter. We will then demonstrate how a Talent Partner can create a talent pool, succession pool, and succession plan. |
December 06, 2023 | 2023/12/06 |
| Utilizing Goals Overview of the different types of Goals, Managing Goals, and Archiving of Goals. Review of the Goal setting process and how it works with the performance review process. |
April 25, 2021 | 2021/04/25 |