Employee Performance Review

This job aid details how to complete the employee performance review in Workday. Employee Services will distribute the task to all eligible employee's inboxes during performance review process.   

On this job aid:

Complete your self-evaluation

Complete your self-evaluation

1. On your inbox you will find the "Self Evaluation" task.  
   inbox
   
2. Open the review task.
   
3. Click the Go to Guided Editor button for a guided walkthrough of the review process, or click Go to Summary Editor for a summarized process.
   guided or summary selection
   
   
4. Complete each item in all categories.  To edit each, click on the item or click the Edit icon.
   
   edit item
5. Select a rating from the drop down. Ratings are required in all categories.
   
   
   
   
6. Some items allow employees to add comments.
   comments
   
   

7. Click the checkmark icon to save the rating.
   
   

   Note

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

8. 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.
   summary
   
   
9. On the guided editor, click the Next Nextbutton to move through the various sections of the review. Scroll down for the Summary editor.
   
   
10. On 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 section
    
11. Click Submit and Done. The evaluation routes back to the manager for review.