Completing the Manager Evaluation

Transcription

1 Completing the Manager Evaluation 1. You will receive a notification in your Workday inbox to complete a Manager Evaluation. Access your inbox by going to the top right corner and clicking on the My Account icon. A dropdown list will appear that includes your Inbox. Click on Inbox. 3. Review the description for how to complete the Manager Evaluation. 2. While in your Inbox, under Actions, click on the task Manager Evaluation: 2015 Performance Review. 4. In order to get step-by-step instructions on how to complete the Manager Evaluation, click on Go to Guided Editor. 1

2 Rating 2015 Performance Goals 1. Click on the Edit Pencil to the right of the first goal to begin. 5. To add an additional goal, click Add. 6. Under Summary, at the bottom of the page, click the Edit Pencil. 7. Select the overall performance Rating from the dropdown menu. 2. Under Rating, click the Prompt icon, select the appropriate performance rating with the Select button. 8. The Additional Details box enables you to override the summary performance rating that is automatically populated based on the average ratings given across all goals. Click the prompt and verify the box is checked to make sure your summary Rating is fully accepted. Then, click Done. 3. In the Comment section, summarize the employee s accomplishments against the goal. 9. Click Next when finished evaluating the employee performance rating. 4. Click outside of the goal to exit out of the goal. Repeat process for remaining goals. The system will automatically populate the overall performance goal rating based on the average of the ratings you entered. Regardless of the rating the system generates, the manager is given full discretion to assign the overall goal rating. 2

3 Rating Core Values 1. Click on the Edit Pencil to the right of the first core value to begin. 5. In the Summary section at the bottom of the page, enter the overall values rating from the dropdown menu. 2. Select a rating for the value by clicking on the Prompt icon, then use the Select button. 6. The Additional Details box enables you to override the summary Core Value rating that is automatically populated based on the average ratings given across all values. Click the prompt and verify the box is checked to make sure your summary Rating is fully accepted. Then, click Done. 3. Enter additional Comments related to the value, if desired. 4. Repeat for remaining values. 7. Click Next when finished evaluating the employee values rating. The system will automatically populate the overall core value rating based on the average of the ratings you entered. Regardless of the rating the system generates, the manager is given full discretion to assign the overall value rating. 3

4 Reviewing Employee Strengths & Development Needs Assigning an Overall 9Block Rating 1. Click on the Edit Pencil to the right of the strengths section to begin. 2. Provide feedback in response to the strengths the employee indicated and/or add additional strengths in the space provided. 1. On the Overall rating page, click on the Edit Pencil. 2. Assign an overall 9Block rating from the dropdown menu after reviewing the definitions provided. 3. Click on the Edit Pencil to the right of the development needs section to begin. 4. Provide feedback in response to the development needs the employee indicated and/or add specific actions/timing for the next year. 5. Click Next to move on. Reviewing Employee Career & Job Interests 1. Review the career and job interests entered by the employee. 2. Enter comments in the Summary section at the bottom of the page by clicking the Edit Pencil. 3. DO NOT change or delete any information entered by the employee. Reviewing 2016 Performance Goals 1. Review the 2016 performance goals entered by the employee. 2. To edit the goals, click on the Edit Pencil to the right of the goal. 3. To add an additional goal, click on the Add. This is the most important portion of the performance review and must be assigned because it feeds into Compensation Planning. If an employee is too new to rate, you may use the New Hire rating. 4

5 Reviewing the Performance Review on the Summary Page 1. Reivew the full performance review and ensure that all information is accurate. 2. Once complete, do NOT submit review. Rather, click Save for Later at the bottom of the page and exit out of the review. All information will be saved. By keeping the review with the manager, it will allow you the flexibility to make changes to the ratings and feedback to support the ratings if changes are made to ratings during the compensation planning process. Sending the Review Back to an Employee (optional) 1. If a manager desires to send a review back to an employee to re-do and/or add more information, they can do so on the Summary page. 2. Click on the Send Back button found at the bottom of the page. Submitting the Final Manager Review (AFTER CALIBRATION) 1. After reviewing the information and ensuring the correct 9Block rating is entered after Calibration, you can submit the manager evaluation by clicking the Submit button at the bottom of the Summary page. After you submit the performance review, it will be sent to the talent admin for review. Once Compensation Planning is complete, they will be released back to managers for acknowledgement. Manager Acknowledgement 1. As the final step in the performance review process, you will need to acknowledge that you have delivered the review to the employee. Click on the Action in your Workday Inbox to complete the acknowledgement. 2. In the Acknowledgement section, click the Edit Pencil. Within the Status box, click on the Prompt icon to Select I acknowledge. 3. The employee will not be able to see any information added by the manager in the manager fields. Changing the Overall 9Block Rating 1. After Calibration, if the employee s 9Block rating needs to be changed you can do so by navigating to the Summary page and change the 9Block rating under the Overall section at the bottom of the page by clicking on the Edit Pencil. You may also make any changes to the feedback to support the new 9Block rating by navigating to the appropriate section(s). 3. At the bottom of the page, click the Submit butt on. The employee will now have access to view the review in Workday and will need to acknowledge having participated in the process. Once the employee acknowledges the review, it becomes a part of their employee record. 5