Performance Management Cutover
Completing 2024-2025 Summary Evaluations and Sunsetting PMDP
2024-2025 Staff Summary Evaluations
The 2024-2025 staff summary evaluations will be completed in PMDP for the fiscal year cycle running from July 1, 2024, through June 30, 2025.
Important Notes
-
A school wide communication will be going out on (or around) May 1st to kick off this process.
-
Evaluations for fiscal year 2024-2025 must be opened by the supervisor in PMDP by May 31, 2025.
-
All evaluations, including probationary evaluations due prior to July 15, must be opened by the supervisor in PMDP no later than May 31, 2025.
-
While evaluations must be opened by the supervisor May 31, 2025, they do not need to be finalized until October 1, 2025.
-
We are providing this extended timeline due to the transition to Workday.
Workday Launch
The Workday launch for performance management will occur in mid-late July (exact date TBD). This launch involves inputting all goals and responsibilities into Workday for the 2025-2026 fiscal year. At launch, one of two templates will be pushed to managers for every employee that requires an evaluation
- Template 1 – Employees NOT ON probation on launch date (TBD).
- Includes fiscal year 2026 goals, expectations and an overall rating for each responsibility.
- For the initial Workday evaluation, only one rating will appear in the drop down.
- “The responsibilities have been updated as needed for this position.”
- Supervisors/Managers will be required to input review and goal setting data into Workday by October 31, 2025.
- Template 2 – Employees ON probation on launch date (TBD).
- Includes goals and expectations, no ratings
- Manager will receive a task to complete the probation review from HR once the probation ends.
Employee Situation |
Process to Follow |
|
TEMPLATE 1 (Most Employees): All University Staff and Non-Instructional Academic Staff not in probationary period as of LAUNCH DATE (TBD but likely late July) |
PMDP: Manager opens Summary Evaluation covering 7/1/2024 – 6/30/2025 by May 31, 2025. PMDP: Manager completes final Summary Evaluation prior to October 1, 2025. Workday: Manager enters FY 2026 expectations, goals, and overall rating from previous review. Attach PDF of previous review from PMDP for easy reference (optional) |
|
TEMPLATE 2: All employees in probationary period as of LAUNCH DATE (TBD but likely Late July) New Limited appointments effective 2 months or less from Launch Date (TBD but likely Late July) |
PMDP: Situational, refer to Probation Implications section below. Workday: Manager sets expectations, goals, etc. No ratings entered. Manager will receive a task in Workday to complete the probation review before probation ends. |
Probation Implications
Employee Situation |
Process to Follow |
|
Probation End Date before LAUNCH DATE |
PMDP: Complete final probation review Workday: Manager will receive Template 1 and need to complete initial set up. |
|
Probation End Date after LAUNCH DATE |
PMDP: N/A Workday: Manager will receive Template 2 and need to set expectations, goals, etc. |
|
New Hire starting June 1 – July 7 |
PMDP: N/A Workday: Manager has 30 Day conversation with employee, but waits until after launch date to enter in Workday |
|
New Hire starting after July 7 |
PMDP: N/A Workday: HR sends Manager a task to start the New Employee Goals and Expectations. |
Timeline
SMPH Date |
Task/Activity |
System |
Role |
|
4/30/2025 |
Deadline to have all overdue open activity completed and closed (probation and midpoints). Future due activity can remain open. |
PMDP |
Managers |
|
5/1/2025 |
Kick off 2024-2025 Summary Evaluation Initiative. |
||
|
5/31/2025 |
Deadline to open
EVALUATIONS DO NOT HAVE TO BE FINALIZED BY THIS DATE, THEY SIMPLY HAVE TO BE OPENED. |
PMDP |
Managers |
|
6/1/2025 - 6/30/2025 |
Ongoing audits and outreach to non-compliant supervisors. |
PMDP |
HRBP |
|
Late July (date TBD) |
Workday Performance Management Launch. Managers begin entering goals and expectations into Workday. |
Workday |
Managers |
|
10/1/2025 |
Last day to close all evaluations open in PMDP. REMINDER: Evaluations are not considered closed until the employee acknowledges. It is the responsibility of the manager/supervisor to ensure employees are acknowledging their evaluations. |
PMDP |
Managers |
|
10/31/2025 |
Deadline to enter goals, expectations, and initial ratings into Workday. |
Workday |
Managers |