Goals & Expectations Step by Step Guide

1. Once launched by HR, the manager will receive a task in Workday. Click on the My Tasks inbox icon to navigate to your task list. 

2. Select the Complete Manager Evaluation: Goals & Expectations task from the task list and click on the Get Started button. 

3. The employees job responsibilities will pull into the Job Responsibilities window from the Standard Job Description (SJD).

Manager should:

• • add any unique responsibilities that are part of the employee's job as a new responsibility.
  • delete any responsibilities that do not apply to the employee's job.
  • enter expectations related to each specific responsibility in the corresponsing comment field. 

Managers should NOT:

• •  rewrite job responsibilities from what pulls from the SJD.

Once responsibilities have been finalized, click the NEXT button.

4. In the Goals window, the manager will add the initial goals for the new employee.

• • The initial Goals and Expectations Evaluation is the time to set the first goals for the employee. No existing goals will be present in this evaluation. 
  • Each goal should be given a clear description and include a due date. Due dates should align with the end dates of future evaluation periods (Probation Midpoint, Probation Final).
  • Goals should always be given a status of Not Started when they are added to the employees evaluation.

Note: Employees will have the ability to change goals in future steps of the evaluation. Managers should be sure to discuss with employees that no changes to the evaluation content should be changed without first discussing with the manager. 

5. The Complete Manager Evaluation window is the opportunity for the manager to review and edit what they have entered in the evaluation. There is also an option to Save for Later that allows managers to save their work if they are not ready to submit the evaluation. Once completed, the manager must click the Submit button. 

Note: This is simply a reminder. Scheduling the meeting to discuss the evaluation occurs outside of Workday. It is best practice for managers to complete the steps below after the evaluation meeting has been scheduled and the employee has accepted the invitation. 

1. Navigate to the task inbox (inbox icon in upper right corner) and select the Schedule Review Discussion: Manager Evaluation [Eval Name and Year] To Do reminder for the employee you are working on.

2. Click the Submit button. 

1. Navigate to the task inbox (inbox icon in upper right corner) and select the Performance Evaluation Employee Acknowledgement task. Click the Get Started button. 

2. Review the information on Job Responsibilities window and click the Next button at the bottom. 

Note: no changes to review content should be made without first discussing with your manager. 

4. Click the Submit button.

Note: While we are learning the new system, it is suggested that employees notify the manager that a task related to the evaluation should be in their Workday task inbox. This coordination helps the business process flow timely. 

1. Navigate to the task inbox (inbox icon in upper right corner) and select the Performance Evaluation Manager Acknowledgement task for the employee you are working on. Click the Get Started button. 

3. Click the acknowledgement radio button. 

4. Click the Submit button. 

Clicking the submit button should trigger a pop-up that indicates the evaluation has been successfully completed.