Navigate to your Workday Inbox.

Locate the “Get Additional Manager Evaluation” task for your employee and maximize it.

Click to Maximize

1

Click on the gear icon and select

“Skip This Task” to skip the “Get Additional Manager” task.

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Click “OK”

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Click “Skip” to skip the “Get Additional Reviewer” task.

4

Click “OK”

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Click “Open” to launch the Performance Review for your employee.

6

Click “Go to Guided Editor” to

launch a step-by-step view of the Performance Review.

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This screen will prompt you for an

attachment. Do not add an

attachment.

Click “Next”

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Click to update the required information.

The Performance Review requires

that you provide an updated

status, a rating, and

accompanying comment for all of

your employee’s goals. If there are no goals populated for your employee, please enter them at this time by selecting the "Add" button at the bottom of the screen.

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Update your employee’s progress

in achieving the specified goal. Choose from one of the following:

If there are no goals populated for your employee, please enter them at this time.

• Discontinued

• Not Started

• In Progress

• Complete

10

Provide a rating for the goals. Choose from one of the following:

• Not Applicable

• Does Not Meet Expectations

• Partially Meets Expectations

• Meets Expectations

• Exceeds Expectations

• Significantly ExceedsExpectations

Comments should be entered

for any "Does Not Meet

Expectations" OR

"Significantly Exceeds

Expectations" ratings.

Click “Next” once

you are done rating

all goals.

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The Performance Review requires

that you evaluate your

employee’s performance against a

series of pre-defined

competencies.

Click to update the required information.

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Provide a rating for each

competency. Choose from one of the following:

• Not Applicable

• Does Not Meet Expectations

• Partially Meets Expectations

• Meets Expectations

• Exceeds Expectations

• Significantly ExceedsExpectations

Comments should be entered

for any "Does Not Meet

Expectations" OR

"Significantly Exceeds

Expectations" ratings.

Rate all competencies and

click “Next” to proceed.

13

You are required to evaluate

your employee’s performance

against a separate set of

“Supervisory Competencies.”

Please rate and provide a

corresponding comment for all

sections. If your employee does

not supervise others, please

select “Not Applicable.”

Rate all supervisory

competencies and click

“Next” to proceed.

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This section of the

Performance Review requires

that you rate your employee’s

performance in relation to

their responsibilities as listed

on their position description. Do NOT make changes to the

responsibilities listed, as doing so

will NOT update the position

description.

Rate all responsibilities and

click “Next” to proceed.

15

If your employee is past due on

any required trainings, please

update the rating to “Yes” and

enter the details in the

comments area.

Otherwise, update the rating to

“No”.

Mr. Castillo will send out a past due training list you can use to determine if your employees are current.

Click “Next” to proceed.

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You are required to provide an

overall rating for your employee. Choose from one of the following:

• Does Not Meet Expectations

• Partially Meets Expectations

• Meets Expectations

• Exceeds Expectations

• Significantly ExceedsExpectations

*Comments are required.

Click “Next” to proceed.

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Only answer this question if you are certain no further changes to

the evaluation will be needed. If you will need to revise this

evaluation, c lick "Next" and then select “Save for later” on the

following screen.

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The Performance Review Summary

page provides a consolidated view of

all areas evaluated-Goals,

Competencies, Responsibilities, etc.

Click “Submit” to send the evaluation to the employee 's Workday inbox OR"Save for Later" if you would like to review the evaluation with your employee prior to submitting.

Please review for

completeness and click to edit, if necessary.

*If you select "Save for Later",

the performance evaluation will

remain in your Workday inbox

until submitted.

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The evaluation is now with employee for review. Click “Done”

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Once your employee has reviewed the evaluation, you will receive the “Provide Manager Review Comments” task in your inbox.

Click to Maximize

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You will be able to view your

employee’s acknowledgment in

addition to any comments entered by your employee

The Acknowledgement is followed

by a summary of the

performance review which is available for your reference.

22

Update the status and

add the required

comments.

Choose one of the following:

MANAGERS ONLY: I acknowledge I have reviewed the position restrictions for accuracy and a position restriction update is required. I have reviewed and discussed this performance evaluation with the employee.

MANAGERS ONLY: I acknowledge I have reviewed the position restrictions for accuracy and a position restriction update is not required. I have reviewed and discussed this performance evaluation with the employee.

23

Click “Submit”

Enter the date and time you met

with your employee to discuss

the performance review along with any additional comments.

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Your employee’s performance

review is complete. Click “Done”.

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