Instructional Academic Staff (IAS) Evaluations in Workday

This document is a tool to guide managers through completing an Annual Evaluation in Workday for Instructional Academic Staff (IAS).

Performance Eligible Instructional Academic Staff Titles

The following titles are considered Instructional Academic Staff (IAS) and will launch performance evaluations in Workday.
Adjunct Assistant Professor	Instructor Emeritus	Teaching Faculty II
Adjunct Assistant Professor NE	Instructor Emeritus NE	Teaching Faculty II NE
Adjunct Associate Professor	Instructor L/I	Teaching Faculty III
Adjunct Associate Professor NE	Instructor L/I NE	Teaching Faculty III NE
Adjunct Instructor	Instructor of Military Science	Teaching Faculty IV
Adjunct Instructor NE	Instructor of Military Science NE	Teaching Faculty IV NE
Adjunct Professor	Lecturer	Teaching Professor
Adjunct Professor NE	Lecturer NE	Teaching Professor NE
Assistant Professor Emeritus	Professor Emeritus	Teaching Specialist
Assistant Professor Emeritus NE	Professor Emeritus NE	Teaching Specialist NE
Assistant Professor L/I	Professor L/I	Visiting Assistant Professor
Assistant Professor L/I NE	Professor L/I NE	Visiting Assistant Professor NE
Assoc Prof of Military Science	Professor of Military Science	Visiting Associate Professor
Assoc Prof of Military Science NE	Professor of Military Science NE	Visiting Associate Professor NE
Associate Emeritus Professor	Professor of Practice	Visiting Instructor
Associate Emeritus Professor NE	Professor of Practice NE	Visiting Instructor NE
Associate Professor L/I	Teaching Assistant Professor	Visiting Lecturer
Associate Professor L/I NE	Teaching Assistant Professor NE	Visiting Lecturer NE
Asst Prof of Military Science	Teaching Associate Professor	Visiting Professor
Asst Prof of Military Science NE	Teaching Associate Professor NE	Visiting Professor NE
Instructional Administrator	Teaching Faculty I
Instructional Administrator NE	Teaching Faculty I NE

Performance Management Process Details

Process Details Step by Step Visual

Step 1: Employee Self Evaluations

Task Details

Assigned To: Employee

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

Instructions: 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. Employee comments on three prompts: Please describe your teaching activities and effectiveness Please describe your professional activities Please describe you service activities the job
3. Add supporting documents if needed (i.e. training certificates, kuddos, etc). Optional.
4. Employee can see non-primary comments if applicable
5. When all prompts have been answered 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.

Step 2: Manager Evaluation

Task Details

Assigned To: Manager

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

Instructions: Manager Evaluation
Instructions	Screenshot
Navigate to the task inbox (inbox icon in upper right corner) and select the Complete Manager Evaluation task. Click the Get Started button. For reference only—this is not the exact screenshot.
2. Manager comments on the three same areas: Teaching Professional activity Service Manager can see employees comments on the right.
3. Manager provides overall rating of the employee
4. When everything has been answered click the Submit button. 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. 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.

Step 3: Manager and Employee Discussion

This step of the evaluation occurs outside of Workday, therefore there is no Workday Task associated with it. It is the responsibility of the manager to schedule and lead a review discussion with the employee. Resources to aid in review discussions can be found in the Performance Management section of the Supervisor Toolkit | Develop page.

UP NEXT: Employee Acknowledgment

Assigned To: Employee

Step 4: Employee Acknowledgement

Task Details

Assigned To: Employee

Workday Task List: Performance Evaluation Employee Acknowledgement: [Employee Name]

Instructions: Employee Acknowledgement
Instructions	Screenshot
Navigate to the task inbox (inbox icon in upper right corner) and select the following task: Provide Employee Review Comments (instructional staff) OR Performance Evaluation Employee Acknowledgement (non-instructional staff) Click the Get Started button.
2. Review the information and overall evaluation and click the Next button at the bottom. Note: no changes to review content should be made without first discussing with your manager.
3. Click the radio button to acknowledge the performance evaluation.
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.