Complete Manager Evaluation

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: Set Review Content

It is acceptable for the manager to wait until after meeting with the employee to submit this step, just in case changes to the evaluation arise during the discussion. If opting to do this, managers can share the evaluation content with the employee by clicking the print icon found in the left panel (found under the date range). This will allow the manager to print a paper copy or save the evaluation as a PDF to be shared with the employee. 

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.