Goals and Performance Learning Hub
Our Hub page brings Goals and Performance content from across our site in to one central location. Use the tabs below to find specific learning materials.
Resources for the 2023 Performance Review process are available on our Annual Performance and Goals Process page.| Title | Summary |
|---|---|
| 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... Read More |
| 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... Read More |
| 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... Read More |
| Title | Summary |
|---|---|
| Additional Manager Evaluates Employee | The process for for an Additional Manager to participate in the annual performance evaluation of an Employee |
| Additional Reviewer Evaluates Employee | |
| Complete Annual Goal Setting | 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) | The activities for an Employee to complete a Performance Evaluation using the Attachment Only template |
| Complete Performance Review – Attachment Only (Manager) | The activities for an Manager to complete a Performance Evaluation using the Attachment Only template |
| 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 templates |
| 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) | The activities for a student Employee to complete a Performance Evaluation using the Student template |
| Complete Performance Review – Student (Manager) | The activities for a Manager of a student Employee to complete a Performance Evaluation using the Student template |
| Enter AdHoc Goals for Your Employee | The activities for a Talent Analyst to edit Ad Hoc goals for an Employee |
| Get or Give Feedback on Employee | The process for requesting Feedback on an Employee, giving Feedback on an Employee and reviewing Feedback received |
| Manage Goals for Your Employee | 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 | The activities for a Manager to create and view organizational goals for Supervisory Organizations they manage in Workday |
| Manage Your Goals | 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 |
| Title | Summary |
|---|---|
| Performance Review Reports | This guide provides a comprehensive list of Performance Review reports and a brief explanation of how those reports are used |
| Title | Summary |
|---|---|
| Team Performance Dashboard | Provides an overview of the Team Performance Dashboard available to Managers. |
| Title | Summary |
|---|---|
| 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. |
| 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. |
| Managing Goals in Workday | Overviews the different types of Goals, Managing Goals, and Archiving Goals. We will also review the Goal setting process and how it works with the performance review process. |
| 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 |
| 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. |
| Performance Review Kickoff and Recent Updates | Reviews the new performance review templates, the changes to the performance review process, updated security changes for talent partners and new report features. |
| 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. |
| 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. |
| Workday Area | Release Notes | Release Date |
| Report Name | Description | Usage |
|---|---|---|
| Compare Team | Displays job, base pay, bonus, stock, and performance information for each member of a team. | Helps compare all the employees who report to a manager to make hiring and compensation related decisions |
| Employees Who Need Position Description Updates | Returns a report of the manager acknowledgements from the performance review process where it indicates a position description needs updating. | This report allows Talent Analysts to identify employees who need position description updates. Talent Analysts use the task Edit Position Restrictions to update the job description or responsibilities as needed. |
| Goal Setting Performance Review Process | Reports the status of Employee's Goal Setting Performance Review Event | The report returns employee goal setting performance review data within a date range in the specified companies for a specified status. Used by Talent to find Goal Setting events not yet completed. |
| In Progress Performance Reviews | Returns in progress performance reviews, the awaiting person(s), and the workflow steps in progress for the prompted Organizations. | Used by Talent personnel to view employee reviews in progress. |
| My Team's Most Recent Performance Review Ratings | Returns the most recent performance review summary for my direct reports. | Used by managers to review the most recent performance review ratings and details for their direct reports. |
| My Team's Performance Reviews | Provides a list of performance reviews for employees on your team | |
| Performance Ratings Distribution | Lists the number of current performance ratings for employees in the prompted organization(s). This report filters on workers in which the user has access based on a role of Manager, Talent Analyst, Talent Analyst View Only, Talent Partner, and Talent Partner View Only. | Used to view the distribution of employees' most recent performance review ratings (i.e. Meets Expectations, Exceeds Expectations, etc.) in the prompted organization(s). |
| Performance Ratings with EEO Details - Age | Returns the distribution of ratings by age group from employees' most recent completed performance reviews. | Used to view the distribution percentages of performance ratings by age group: Under 40 and Over 40. Detail data about workers is not available on this report. |
| Performance Ratings with EEO Details - Ethnicity | Returns the distribution of ratings by ethnicity from employees' most recent completed performance reviews. | Used to view the distribution percentages of performance ratings by ethnicity. Detail data about workers is not available on this report. |
| Performance Ratings with EEO Details - Gender | Returns the distribution of ratings by gender from employees' most recent completed performance reviews. | Used to view the distribution percentages of performance ratings by gender. Detail data about workers is not available on this report. |
| Performance Review Acknowledgement Audit Report | Returns a report of the manager and employee acknowledgements from the performance review process. | Talent staff may use this to audit where a position description may need to be updated or where an employee did not agree with the review. |
| Performance Review Acknowledgement Completions | Returns employee reviews grouped by the completion status of Employee and Manager acknowledgements in the prompted Company. | Used by Talent personnel to follow-up on incomplete Employee and/or Manager acknowledgements for employee reviews. |
| Performance Review Process (All) | The report will return employee reviews in all statuses within a date range for active employees in the specified Organizations. | Used to view employee reviews in all statuses (for example, completed, in progress, canceled). |
| Performance Review Process (All) - Most Recent Event | The report will return the most recently initiated employee review within a date range for active employees in the specified Organizations. | Used to view most recently initiated employee reviews regardless of the review status (i.e. Completed, In Progress, Canceled). |
| Performance Review Process (Incomplete) | The report will return all in-progress employee reviews in the specified Organizations. | Used to view employee reviews that have been initiated but not yet completed. |
| Performance Review Process Status | Returns counts of performance reviews by status based on the prompted Company and date. | Used by Talent personnel to view performance reviews' statuses and take action on incomplete reviews as needed. |
| Performance Review Rating Report (Overall Rating of 1 or 2) | Lists all performance reviews that have an overall rating of 1 or 2 within the indicated review period start and end dates in the specified Organizations. | Report to be used by HR to follow-up with managers to ensure that the manager is adhering to the proper steps for employees with low ratings. |
| Performance Review Validation by Company/Employee Type | Employees by Company/Employee Type for Performance Review validation |