Workday Job Aid for Manager s Manager Annual Performance Review Use this job aid for the Annual Performance Review. Trinity Health Performance Management Process To learn more about Workday, find job aids and videos at the Workday Help website at workday.trinity-health.org. For additional assistance, contact your Tier 1 resource, as noted on the Workday Help website at workday.trinity-health.org. Updated 2017 Trinity Health as of - Livonia, February MI 1, 2017 June 16, 2017
Business Process Steps and Roles The Talent Administrator role will initiate the annual performance review. Before You Start Ensure local policies and procedures are followed Have a conversation with the colleague s manager You will receive a Workday Inbox item that requires your approval based on a colleague annual rating of Does Not Meet within your Supervisory Organization Hierarchy 2
Annual Performance Review Process Steps Role Talent Administrator Colleague Colleague Manager/Performance Support Manager Other colleague(s) Manager/Performance Support Manager Additional manager Manager/Performance Support Manager Manager s Manager HR Partner/Colleague Relations Partner Manager/Performance Support Manager Colleague Manager/Performance Support Manager Process Step Launch annual performance review Complete self-evaluation Request feedback from others (optional) Approve feedback from others request (if applicable) Provide feedback (if applicable) Request additional manager evaluation (optional) Complete manager evaluation (if applicable) Note: The manager will not receive the performance evaluation until the additional manager has completed and submitted their review of the colleague. Complete the manager evaluation Approve annual performance review Approve annual performance review Meet with colleague to discuss annual performance review Provide employee annual performance review acknowledgement (signoff) Provide acknowledgement (signoff) of year-end review 3
Process Steps You will receive an Outlook email stating there is a Workday inbox item waiting for your approval (regarding a Does Not Meet performance review rating for a colleague in your supervisory organization hierarchy. Mary Manager (5100007) Annual Performance Review Manager s Manager Approval 1. Log in to Workday 2. Click Inbox 3. Find the notification and click it to open it (550120) B.J. (3003333) 4
Process Steps 4. Look through the evaluation With each step on a separate page (Go to Guided Editor) OR With all steps on a single page (Go to Summary Editor); click your choice Annual Performance Review Manager s Manager Approval Carla Colleague (5100007) Carla Colleague (5100007) 5
Process Steps (continued) Annual Performance Review Manager s Manager Approval You can Send Back and Add Approvers (optional) B.J. Jones (3003333) B..J. Jones (3003333) Complete Manager Evaluation B J.Jones (3003333) Complete Manager Evaluation To Add Approvers, click to type and add a name To Send Back, click to type and add a name 6
Process Steps (continued) Annual Performance Review Manager s Manager Approval 5. Click Approve 6. Click Done Donna B. Woods (4005682) B.J. Jones (3003333) 7
End of Process: Next Steps WHEN YOU HAVE REVIEWED THE ANNUAL PERFORMANCE : HR Partner/Colleague Relations Partner approves the annual performance review. Manager and colleague review the annual performance review together 8
Team Performance Worklet You can View your team s performance information from your Team Performance worklet (see below). Appendix If you do not see the Team Performance worklet, click the gear icon in the upper right blue bar and then add it (plus icon) from the Optional Worklets column. 100007) GOALS View goals by employee (colleague) or by goal GOALS I VE ASSIGNED View goals you ve assigned ORGANIZATION GOAL ALIGNMENT View organizational goals EMPLOYEE REVIEWS View reviews by review period MY TEAM S PERFORMANCE REVIEWS View reviews by team member that are In Progress or Complete FEEDBACK View feedback for your team members PRINTABLE REVIEW Print a review for a team member REVIEW SUMMARY View summary of employee reviews by organization, review period, and rating category DEVELOPMENT ITEMS View development items assigned to your team members 9
Team Performance Worklet Appendix PRINTABLE REVIEW Print a review for a team member Carla Colleague (510007) Review 2016-17:Carla Colleague (510007) To print the annual performance review: Click Printable Review Type colleague s name (or select it from the drop-down list Select the Annual Performance Review Click OK Click the printer icon in the top right corner of the window (it will display on the following screen of the print process 10
Team Performance Worklet Appendix To review feedback on a colleague: 1. Log into Workday and click the My Team worklet 2. Scroll down the page; find the colleague for which you want to review feedback 3. Click the Action button Click the Actions button Mary Peters (3001234) Daniel West (3010101) SCREEN CONTINUES ON NEXT PAGE
Team Performance Worklet Appendix 4. In the Actions column, click Talent; then click View Feedback Mary Peters (3001234) Daniel West (3010101)