This job aid outlines the activities for a Manager to complete a Performance Evaluation that uses the Student template.
Complete Performance Review – Student (Manager)
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
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.
From your Workday Inbox choose the task Complete Manager Evaluation and select Get Started to begin.
Attachments
Managers have the option to add attachments. In addition, Managers will see any attachments added by the Additional Manager(s) during their evaluation
- Review documents provided by Additional Managers and Additional Reviewers (if applicable).
- Select, Select files if you would like to add any supporting documentation for the evaluation. Locate and select the file you would like to add.
- Select Upload to select additional files if desire and select Next.
Competencies
All positions across the Texas A&M University System have competencies on which you evaluate your Employees. Additional Reviewers and Additional Manager ratings and available under the column Additional Responses.
- Review ratings and comments from the Additional Managers and Additional Reviewers (competencies only) as you go through each section.
- Select a rating and comment for each section as applicable.
Note: Ratings and / or Comments are automatically displayed from Additional Managers. Further drill down is necessary to see ratings and comments from Additional Reviewers on competencies.
- Select Next.
Manager / Employee (Student) Review Meeting
You will be reminded that you should meet with your Employee to review the Position Restrictions and the Employee’s evaluation
- Answer the question regarding your meeting with the Employee
- Select Next.
Summary (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.
- Select Get Started on the inbox task and review the Employee’s comments and acknowledgment status.
- In the Status field of the Acknowledgement Section, select the appropriate “Manager Only” option.
- Enter comments including the date and time you met with the student regarding the performance review and 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 Edit Position Restrictions.
- If the Overall Rating is Partially Meets Expectations or Does Not Meet Expectations, you will receive a To Do to Complete a Performance Improvement Plan.
This completes the Complete Performance Evaluation business process for Student without Self Evaluation template.