On the employee's start date HR receives task titled Goal Setting Initiation. Within the task select the Start Performance Review button.

In the Start Performance Review window, enter the following:

• • Employee Name
  • Template (New Employee Goals and Expectations)
  • Dates (start and end date are both the employee’s hire or transfer date)

Click Submit.

This will launch a task with the manager to begin filling in the goals and expectations evaluation.

1. Once launched by HR, the manager will receive a task in Workday titled Manager Evaluation: Goals & Expectations. The manager clicks the Get Started button.

2. In the Responsibilities and Expectations window, the employees job responsibilities will pull through from the Standard Job Description (SJD).

Manager should:

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

Managers should NOT:

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

3. In the Goals window, the manager will add teh 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.
  • Goals should always be given a status of Not Started when they are added to the employees evaluation.

4. 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. 

5. After clicking the Submit button, the manager will receive a task in Workday titled Schedule Review Discussion. Outside of Workday the manager should work with the employee to schedule a date and time to discuss the evaluation.

Clicking Submit on this task will launch the employee review task in Workday. 

• • If the manager would like to give the employee an opportunity to view the evaluation before their meeting, the manager should click Submit on this task once the meeting has been scheduled. 
  • If the manager does not want the employee to view the evaluation in advance, the manager should wait to submit this task until after the meeting with the employee. 

1. Once the evaluation is submitted by the manager, the employee will receive a task in Workday titled Provide Employee Review Comments. The employee clicks the Get Started button.

1. Once the employee has submitted their status and comments, the manager will receive a task in Workday titled Provide Manager Review Comments. The manager clicks the Get Started button.