WORKDAY: Appraising Performance General Workflow

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1 KNOWLEDGE Builder WORKDAY: Appraising Performance General Workflow Use this process to complete a performance appraisal for employees who are not RNs, and who do not require an additional clinical reviewer. Try It Out Follow the steps below to complete a Performance Appraisal for your employees: 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 performance appraisal. 3. 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 appear below the text 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 Manager Evaluation. d. Click Next.

2 4. Rate and 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 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 check mark next to the competency to save your work before moving on to the next competency. 2

3 Repeat steps 4a 4e 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. f. Once all competencies have been rated and commented on, click Next. 5. 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. 3

4 6. Review the performance evaluation in Summary view. This section provides you with a chance to review all content and edit as needed. Note: The Guide Me button in this section will take you back to the associated section of the Performance Appraisal. 7. 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. 8. 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. 4

5 9. 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. 5

6 10. Once you have submitted the acknowledgement, you will see following screen. Click Done. 6