Performance Evaluation | Complete Manager Evaluation

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

Task Details

Assigned To: Manager

Workday Task List: Manager Evaluation: [Evaluation Name and Year] [Employee Name]

Instructions For Step 3: Complete Manager Evaluation

Instructions

Screenshot

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

Screenshot of Complete Manager Evaluation in Workday.

2. In the Evaluate Responsibilities window, enter performance ratings and comments for each responsibility listed. 

If the employee has expressed disagreement with any of the job responsibilities, the comments should reflect the differentiation in the comments field. 

The responsibilities that have pulled through from the Standard Job Description should not be rewritten. 

Click the Next button when all updates have been made. 

Performance Ratings in Workday

Screenshot of Evaluate Responsibilities window in Workday evaluation.

3. Review the goals and updates status and/or comments as needed. Click the Next button when all updates have been made.

Screenshot of Review Goals window in Workday evaluation.

4. Add supporting documents as needed (certificates, kuddos, etc) Screenshot of Supporting Documents window in Workday evaluation.

NOTE: This is the last chance to make a change to the evaluation content. NO changes can be made after clicking the Submit button. If changes are necessary, the entire evaluation up to this point must be deleted and started from the beginning of Step 1: Step 1: Set Review Content

5. Click the Submit button once you are sure that all evaluation content is correct. 

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

Screenshot of Submit button in Workday Evaluation

UP NEXT: Performance Evaluation | To Do: Schedule Review Discussion

Assigned To: Employee

Evaluations in Workday are a multi-step business process that flows back and forth between the manager and employee. Lack of a task in your Workday Task Inbox is not an indicator that the evaluation is complete. It could simply mean that the business process is sitting in the other individuals task inbox. To determine the status of an evaluation, refer to the performance window of the employee's profile.



Keywords:
performance management, evaluation, eval, probation, annual, mid-point, midpoint, summary 
Doc ID:
157551
Owned by:
Sarah J. in SMPH Human Resources
Created:
2025-12-18
Updated:
2025-12-18
Sites:
SMPH Human Resources