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 – Attachment Only (Manager)
Prerequisites
The Performance Review process must be initiated by the appropriate security role in Workday and your Employee has submitted their self-evaluation in Workday (if applicable).
Important Information
- The Manager should have completed and gathered any documentation to upload into Workday prior to beginning the evaluation (if applicable).
- It is a best practice for the Manager to wait until the Additional Managers and Additional Reviewers (if one or both steps are utilized within the performance review) have completed their tasks before completing the Employee’s evaluation.
- Managers should review the Performance Review with their employees prior to submitting the review.
Getting Started
Optional Processes
You may have the option to request feedback from others who work with the Employee.
Get Additional Reviewers (Optional)
Additional Reviewers have the ability to rate and comment on competencies. They do not have the ability to see other sections of the performance review. Note: Additional Reviewer comments are visible to the Employee, Manager, Management Chain and Human Resources.
Enter the name or UIN of any persons you would like to serve as an Additional Reviewer for the Employee’s evaluation and select Submit. To skip this option, select the gear icon in the top right hand corner and select Skip this Task.
Note: Not all members participate in this process. If this does not apply to you, please skip to the next section.
Get Additional Manager (Optional)
Additional Managers have visibility into all sections of the Employee Performance review and are able to provide comments on each item within each section. However, they cannot rate the Employee. Note: Additional Manager comments are visible to the Employee, Manager, Management Chain and Human Resources.
Enter the name or UIN of any persons you would like to serve as an Additional Manager for the Employee’s evaluation and select Submit. To skip this option, select the gear icon in the top right hand corner and select Skip this Task.
Important: This step will not appear until you have completed the first step and the Employee has submitted the Self-Evaluation (if applicable).
Note: Not all members participate in this process. If this does not apply to you, please skip to the next section.
Manager Evaluates Employee
From your Workday Inbox choose the task Complete Manager Evaluation and select Get Started to begin.
You can begin the evaluation immediately. You do not have to wait for Additional Reviewers and Additional Managers but it is a best practice to do so. It is a best practice for the Manager to wait until the Additional Managers and Additional Reviewers (if one or both steps are utilized within the performance review) have completed their tasks before completing the Employee’s evaluation.
Attachments Section
You will upload the documentation used to evaluate your employee into Workday.
- Select Select files. Locate and select the file you would like to upload to the performance evaluation.
Note: If your Employee completed a self-evaluation, you will see the link to the file to download. You will also see any comments made by the Employee.
- Enter any relevant comments into the Manager Summary field provided. You will see comments made by the Employee in the Employee Summary field.
- Select Next.
Overall Rating
Based on all the information provided in the performance review you will provide a final rating for your Employee.
- Select the Rating option for your evaluation of your Employee’s overall performance.
- Select Next.
Manager / Employee Review Meeting
It is now time to meet with your Employee to discuss the evaluation.
- Select Yes for Rating / Option after meeting with your Employee.
- Select Next.
Review and Submit
- Review the evaluation information to be sure no more edits are needed.
- Select Submit only when you are ready to move the process forward and no more changes are needed and you have met with your Employee.
- You can select Save for Later if you have not yet met with the Employee or if you need to make changes.
Note: If any changes are needed after submitting, search for the My Team’s Performance Review report and select Send Back. It will route back to you and you can make changes accordingly.
Navigate to the Up Next tab for the next steps in the process.
Up Next
Once you submit the evaluation, your Employee will receive a task to acknowledge agreement or disagreement with the evaluation and that they have reviewed their current Position Restrictions with you.
Manager Submits Acknowledgement
The employee has submitted their Acknowledgement Statement, navigate to your inbox and select the task Provide Manager Review Comments and select Get Started on the inbox task.
- Review the Summary of information provided and select Next.
- Select the appropriate Status option that represents whether Position Restrictions need updating.
- Enter comments as needed.
- Select Submit.
- If you selected the option that includes “position description update required,” you or your HR Contact or HR Partner will receive a To-Do to Update Position Restrictions.
- If the Overall Rating is Partially Meets Expectations or Does Not Meet Expectations, the Manager receives a To Do to Complete a Performance Improvement Plan.
This completes the process for a Manager to complete a performance evaluation for an Employee using the Attachment Only (Manager) template.