Performance Evaluation | To Do: Schedule Review Discussion

This document provides guidance on the Schedule Review Discussion step of a performance evaluation.

Task Details

Assigned To: Manager

Workday Task List: Schedule Review Discussion: Manager Evaluation [Evaluation Type and Year]:[Employee Name]

Instructions For Step 4: Schedule Review Discussion

Instructions

Screenshot

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.

Screenshot of Schedule Review Discussion task in Workday.

2. Click the Submit button. 

Screenshot of submit button in Workday evaluation

UP NEXT: Performance Evaluation | Employee Acknowledgement

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:
157553
Owned by:
Sarah J. in SMPH Human Resources
Created:
2025-12-18
Updated:
2025-12-18
Sites:
SMPH Human Resources