Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchordbedbedda68f9a15ACLX0dbedbedda68f9a15ACLX0 Anchor_GoBack_GoBackThis job aid details provides detail on how to complete a generic the employee performance review in Workday. Most organizations customize their Employee Services will distribute the task to all eligible employees inboxes during the performance review process. Therefore, some of the steps and approval processes can differ or not apply to your organization.
Anchordbedbedda68f9a15ACLX1dbedbedda68f9a15ACLX1

...

   

On this job aid:

Complete employee self-evaluation


Anchor
self
self
Complete employee self-evaluation


...

  1. In your inbox, you will find the "Self Evaluation" task.  
    inboxImage Added
  1. Anchordbedbedda68f9a15ACLX5dbedbedda68f9a15ACLX5Open the review task.
    Anchordbedbedda68f9a15ACLX6dbedbedda68f9a15ACLX6
  2. Click Select the Go to Guided Editor button for a guided walkthrough of the review process, or click select Go to Summary Editor for a summarized process.
    Anchordbedbedda68f9a15ACLX7dbedbedda68f9a15ACLX7Click the Add button, when available, to add new items.guided or summary selectionImage Added

  3. Complete each item in all categories.  To edit each, select on the item or select To edit pre-existing content, click the Edit icon. To delete content, click the Delete Image Removed icon. To post comments, click the Comments Image Removed icon. Anchor

    edit itemImage Added
  4. Select a rating from the drop-down. Ratings are required in all categories.
    Image Added


  5. Some items allow employees to add comments.
    commentsImage Added

  6. Select

    dbedbedda68f9a15ACLX8dbedbedda68f9a15ACLX8Click

    the checkmark Image Modified icon to save

    . Anchordbedbedda68f9a15ACLX9dbedbedda68f9a15ACLX9Click the arrows next to the progress bar or the Next button to move through the various sections of the review. Anchordbedbedda68f9a15ACLX10dbedbedda68f9a15ACLX10Click Submit and Done. The review content is saved and sent to the manager for edits and feedback.

...

  1. the rating.

    Info
    iconfalse
    titleNote

    At any time during the process, you can save your self-evaluation to continue at a later time by selecting the "Save for Later" button. Save for later buttonImage Added


  2. Each category has a summary area with the overall rating and rating weight.  Employees can add their overall impressions for the category in the comments field.
    summaryImage Added

  3. On the guided editor, select the Next

...

    Anchordbedbedda68f9a15ACLX14dbedbedda68f9a15ACLX14Open the review task. Anchordbedbedda68f9a15ACLX15dbedbedda68f9a15ACLX15Click Go to Guided Editor or Go to Summary Editor.
  1. Click the Add button, when available, to add new items.
  2. To edit pre-existing content, click the Edit Image Removed icon. To delete content, click the Delete Image Removed icon. To post comments, click the Comments Image Removed icon.
  3. Click the checkmark Image Removed icon, or click outside of the field to save.
  4. Anchordbedbedda68f9a15ACLX16dbedbedda68f9a15ACLX16Click the arrows next to the progress bar or the NextImage Addedbutton to move through the various sections of the review. Anchor. Scroll down for the Summary editor.

  5. In the overall summary, the system will automatically calculate the overall rating.  Employees have the opportunity to change the rating by selecting the checkmark and adding comments.
    overall sectionImage Added
  6. Select Submit and Done—thedbedbedda68f9a15ACLX17dbedbedda68f9a15ACLX17Click Submit and Done. The evaluation routes back to the manager for review.

...