Performance Evaluation | Complete Self Evaluation

This document provides guidance on the Complete Self Evaluation step of a performance evaluation.

Assigned To: Employee

Workday Task List: Self Evaluation: [Evaluation Type and Year]:[Employee Name]

Instructions For Step 2: Complete Self Evaluation
Instructions	Screenshot
Navigate to the task inbox (inbox icon in upper right corner) and select the Complete Self Evaluation task. Click the Get Started button.
2. Review the job responsibilities closely, enter a performance rating, and add/update comments. Click the Next button. Do not make changes to the job responsibilities. If you disagree with something that is in the Responsibility field, add a detailed note to the comment field. Performance Ratings in Workday Note: In Workday, employees must rate themselves on each of the responsibilities listed in their evaluation. This is different than the self-appraisal in the previous system.
3. Carefully review the goals, update statuses, and add comments. Click the Next button. Goals should always be given a status of Not Started when they are added to the 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.
4. Add supporting documents if needed (i.e. training certificates, kuddos, etc).
5. When all job responsibilities and goals are ready for the manager's review, 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.