View Entire Evaluation Process

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. 

1. 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. 

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. 

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. 

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

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. 

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.

2. Click the Submit button. 

1. Navigate to the task inbox (inbox icon in upper right corner) and select the Performance Evaluation Employee Acknowledgement task. Click the Get Started button. 

4. 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. 

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

3. Click the acknowledgement radio button. 

4. Click the Submit button. 

Clicking the submit button should trigger a pop-up that indicates the evaluation has been successfully completed.