Create and Complete a Performance Review

Purpose

This job aid explains how managers create performance reviews and how employees complete performance reviews in Workday. Understanding these tasks helps ensure performance reviews are created accurately, completed on time, and routed through the appropriate approval process in alignment with Norfolk State University's performance management practices.

 

When to Use

Use this job aid when you:

  • Are a manager creating a performance review for an employee
  • Are an employee completing a performance review in Workday
  • Need to enter or update performance review information
  • Want to understand the basic steps of the performance review process
  • Are learning or refreshing your understanding of performance review tasks

Steps

Create Performance Review (Manager)

As a manager, you can start the performance review process. 

Step 1: In the search bar, search for Start Performance Review for Employee

Step 3: In the Employee prompt, select the appropriate employee. You can only initiate a review for a direct report. 

Step 4: In the Review Template prompt, select the appropriate review template. 

Note: It is important that you choose the correct review template. Your HR department will configure these templates for your organization. 

Step 5: Enter a date range for the performance review. 

Step 6: Select Submit. The employee receives tasks to complete the self-evaluation and get additional reviewers. 

Note: Performance reviews will be triggered organization-wide and not on an individual basis by managers.

Complete Manager Evaluation (Manager)

Next, you will receive a task to complete the evaluation. 

From My Tasks: 

Step 1: Select the Manager Evaluation task to open it. 

Step 2: Select Get Started. 

Step 3: In the Goals and Competencies sections, enter a manager evaluation rating and comments, if applicable.  

Step 4: In the Overall section, enter an overall rating and comments. This feedback describes the employee's overall performance for the review cycle. 

Step 5: Select Next to proceed to the Review and Submit section. 

Step 6: Select Submit. 

 

Print Performance Evaluations (Manager)

To print performance evaluations in PDF format: 

Step 1: Search for and select the View Printable Employee Review report to render a PDF version of the entire review. 

Step 2: In the Employee Review prompt, select the employee review you want to print. 

Step 3: Select OK. 

Step 4: In the upper-right corner of the screen, select the View printable version (PDF) icon.  

Step 5: In the Export Document pop-up, select Download to download the PDF, and open the document to print. 

Step 6: Alternatively, to view the report, select the notification link that appears. 

Step 7: You can also download or print the PDF from here. 

 

Enter Goals (Employee)

Your manager sends a review task to your My Tasks in preparation for your performance review. 

From your My Tasks: 

Step 1: Select the Set Content task. 

Step 2: Select the Get Started button for a guided review process. 

Step 3: Select the + Add button, as highlighted in the image below. From here, you can add a new or existing goal.  

The Goals section of the Set Review Content task, with the Add button highlighted, as described in the preceding text.

Step 4: To delete goals, select the More actions icon and then Remove.  

Step 5: When you finish adding goals, in the guided tour panel, select Competencies, or select the Next button to move to the Competencies section. 

Step 6: Review the Competencies section and then select Next to continue. 

Step 7: Select Submit to save the goals and to send it to your manager for edits and feedback. 

 

Complete Employee Review (Employee)

After your manager approves the review content, you can complete the self-evaluation.  

From your My Tasks: 

Step 1: Select the Self Evaluation task, as shown in the image below. 

The Self Evaluation task selected in My Tasks, as described in the preceding text.

Step 2: Select the Get Started button to begin a guided review. 

Step 3: Select the + Add button to add any new goals.

Step 4: Optionally, you can add a rating to the goal or add comments. 

Step 5: When you finish adding goals, in the guided tour panel, select Competencies, or select the Next button to move to the Competencies section.  

Step 6: In the Competencies section, select a proficiency rating, if desired, then select Next to continue.

Step 7: In the Overall section, you can select the overall rating suitable to your overall performance for this review period and add any comments. Select Next to continue. 

Note: NSU uses multiple versions of the performance review process, including separate review types for faculty and staff. The sections displayed in Workday may vary depending on the type of performance review assigned to the employee. Based on the review type, users may see different sections to complete, such as goals, competencies, job responsibilities, manager comments, employee comments, overall ratings, or other review-specific sections. Employees should complete all sections of their assigned performance review.

Step 8: Finally, review the evaluation and then select Submit. The evaluation routes back to your manager for review. 

 

 

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