Performance Evaluation | Set Review Content

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 Set Content: [Evaluation Name and Year] task for the employee you are working on. and click the Get Started button. 

3. The employees job responsibilities will pull into the Job Responsibilities window from the content setting exercise that was completed in Summer/Fall 2025 after Workday launched. These responsibilities should match what is shown in 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. 

Note: If the manager did not complete the set content exercise in summer/fall 2025, this window will be blank. The manager will need ot set the job expectations and goal setting during this step. 

4. In the Goals window, the manager will 

• • Update existing goals as needed.
  • Delete any goals that are no longer relevant. Do not delete completed goals.
  • Add new goals.

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 (July 1 for next Annual Evaluation, January 1 for next Midpoint evaluation

Goals should always be given a status of Not Started when they are added to the employee's evaluation for the first time. This is true even if the employee has started working on/exploring the goal so the evaluation history will clearly show when the goal was added. Updates to the status will be made during the next evaluation. 

5. When all job responsibilities and goals are ready for the employee's review, click the Submit button. 

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