KNOWLEDGE Builder. Clinical Reviewer Workflow. Try It Out

Transcription

1 KNOWLEDGE Builder Clinical Reviewer Workflow To comply with regulatory requirements, when a licensed employee is being supervised by a non-licensed leader, a licensed person with related credentialing must provide feedback on the employee s performance. As the manager in the situation, you are responsible for selecting a clinical reviewer that has equivalent or higher credentialing as the employee being evaluated. Try It Out Follow the steps below to complete a Performance Appraisal for your employee: 1. In Workday, click the Inbox icon in the upper right corner of your screen. A red number indicates the number of actions awaiting your attention in your inbox. 2. The left-hand side of the screen lists all actions assigned to you in your inbox. Click on an action. The corresponding information for the chosen action displays on the right-hand side of the screen. An action displays for each employee who requires a clinical review (Additional Manager Evaluation). Note: If you have both licensed and non-licensed employees, you will see two types of inbox items Performance Appraisals this will indicate that the review is for a licensed employee and that an additional reviewer will have to first be chosen before you can complete the review. Manager Evaluation: 2017 Performance Appraisals: (Employee Name) this will indicate that the review is for a non-licensed employee. No additional reviewer is required and you can begin the appraisal immediately (use the Appraising Performance General Workflow knowledge builder.)

2 3. For all 2017 Performance Appraisals actions in your inbox, select an additional reviewer: a. In the Search field next to Reviewers, type the name of the clinical reviewer and then press the Enter key on your keyboard. b. Click Submit Note: When you assign a clinical Reviewer in Workday, two actions occur: The Clinical Reviewer receives an action in their Workday inbox to complete the additional evaluation. You receive an action in your Workday inbox to complete your evaluation of the employee s performance. 4. To view the evaluation for your employee, click the orange bar: You have new inbox items to refresh your inbox. Note: When you refresh your inbox you will have a new Manager Evaluation: 2017 Performance Appraisals action for the employee that you assigned a clinical review for. 5. Click the Inbox icon in the upper right corner of your screen. A red number indicates the number of actions awaiting your attention in your inbox. 6. From the left-hand side of the screen, click on a performance appraisal that you are ready to complete. 2

3 7. Comment on the employee s performance against their job responsibilities (Required). a. Review the list of responsibilities (pulled directly from the employee s job description). b. Click the pencil icon to the right of the list of responsibilities. A comment field will display below the Manager Evaluation (you may have to scroll down to view the Comments field). Note: DO NOT click the Add button as this will add a responsibility instead of adding a comment. c. Enter comments in the Comment field under Additional Manager Evaluation. d. Click Next. 3

4 8. Comment on the employee s demonstration of Skills and Competencies (Required). All competencies require both a rating and a comment from the manager. a. Click the pencil icon next to the first Competency. b. Click the Manager Rating prompt. c. Choose a proficiency rating from the list provided. The rating should reflect the employee s demonstration of the competency throughout d. Enter a comment to support your rating. Your comment should provide specific details and examples. e. Click the checkmark next to the competency to save your work before moving on to the next competency. Repeat steps 8a 8e for ALL competencies in this section. Note: DO NOT click the Next button until you have scrolled all the way down the page and verified that you have rated and provided comments for each competency. 4

5 If the Clinical Reviewer s evaluation (Additional Manager Evaluation) has been completed, the clinical reviewer s input for each competency can be viewed under the clinical reviewer s name. f. Once all competencies have been rated and commented on, click Next. 9. Document an overall rating and comment for the employee s 2017 performance. (Required) a. Click the pencil icon to the right of the Manager Evaluation text. b. Click the arrow at the end of the Rating section. c. Choose the appropriate rating from the provided list. d. Enter a comment related to the overall performance of the employee. e. Click Next. 5

6 10. Review the performance evaluation in Summary view. This section provides you with a chance to review all content and edit as needed. 11. Choose to SUBMIT or to SAVE for LATER. After you have reviewed all information on the summary screen you have the option to SUBMIT or to SAVE FOR LATER: SAVE FOR LATER (You may have to click on the button) saves your changes without making them available for the employee to view. Save for later is recommended until you are sure you want the employee to view and are sure there will be no changes to your review. SUBMIT makes the appraisal immediately available for the employee to view (via an action in their Workday inbox). No changes can be made to your appraisal after it has been submitted. Note: Based on the situation, you may want to print and discuss the performance appraisal with the employee prior to submitting it. 12. Success! Event Submitted message displays. Click Done. At this point the employee will receive an action in their Workday inbox to review and acknowledge the performance appraisal. 6

7 13. Review employee comments and perform final acknowledgement. When the employee has acknowledged the evaluation, you (as the manager) will receive an action in your Workday inbox to perform the final acknowledgement. a. Review the employee comments (when applicable) b. To acknowledge as the manager click the pencil icon. c. Click the Status prompt. d. Choose the appropriate action. e. If you would like to add a comment, enter it in the comments field. f. Click Submit. 7

8 14. Once you have submitted the acknowledgement, you will see following screen. Click Done. 8