How to Complete Performance Reviews All...

Getting Started: Log into Workday. This

screenshot shows the Workday homepage once you log in.

Your Inbox: Click on your name/picture in the

upper right corner of the homepage. On the drop

down menu, select the “Inbox” tab.

From here, you will find your self-evaluation. Select

the task: “Self Evaluation: Performance Cycle:

Annual Review…”

How to Complete Performance Reviews – All Staff

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Next, choose which option to use to

navigate through your performance

review:

Go to Guided Editor: recommended for its

step by step help

Go to Summary Editor: see everything at

once

Performance Criteria: This page lists all 9

(Non-manager) or 11 (Manager) performance

criteria that employees are rated against at the

end of the year (e.g., Quality of Work,

Productivity, etc.)

As you scroll down the page, select the “edit”

icon on the far right (looks like a paper and

pencil) in order to select your ratings per each

criteria listed.

Select the prompt box:

How to Complete Performance Reviews

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Enter Ratings: From here, you will select the

appropriate (1-5) proficiency rating for each

criteria.

You cannot manually enter ratings; you must

select a rating from the dropdown menu. If a

rating is skipped, it will negatively impact the

overall score—so be sure to select an appropriate

rating.

We strongly advise that if you select a rating of 1,

2, or 5, that you provide a full explanation to help

your manager understand that choice.

Once you’ve selected your rating, click “Done”

and then “Save” in order to move on and rate the

next criteria.

Summary: Once you’ve rated ALL criteria,

you can review your overall rating at the

bottom of the page. Once you’ve reviewed and

confirmed the accuracy of your overall rating,

select “Next” to proceed.


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Review Goals: Now you’ll review your

performance and development goals,

which you may edit, or you may add

more goals.

You also can delete goals, unless they

are tied to in-progress and/or completed

reviews. If you delete a goal, it is

removed from the goal library, not just

this review template. Note: goals are no

longer retrievable once they are deleted.

Once you have reviewed both your

performance goals and development

goals, click “Next.”

Attach Supporting

Documents: Here, you will be able

to attach supporting documents.

This step is optional. You can upload

training certificates, recognition,

emails, etc. Files upload directly

from your computer.

Once you’ve added documents or

decided to skip this, select “Next.”

Overall Rating: Verify the overall rating

is accurate, then click “Next.”

If overall rating does not appear correct or

you need to go back to make edits or revise

mistakes, click the “Back” button.


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Summary: On the summary page, review your

self-evaluation ratings, performance and

development goals, and supporting documents (if

attached). When material is in final form, click

“Submit” to route to manager for approval. If you

are not completely finished or have a question for

your manager, select “Save for Later” which will

save your review in its current form—accessible

any time via your Workday inbox. Selecting

“Close” will not save any work! It simply closes the

template.

After clicking submit, you will you see that

you’ve successfully completed your self-

evaluation, and it will be sent to your

manager for review. If you determine you

still need to make changes/edits to your

evaluation, contact your manager—s/he has

the option to send your goal setting back to

you. If your manager is not available,

contact the HR Service Center at (213) 821-

8100 or [email protected].

What’s Next: Electronic Signature/Acknowledgment Once employees have submitted their self-evaluation, their manager will then complete a “manager evaluation” and conduct a one-

on-one performance review meeting with the employee. Once the manager has completed these steps in Workday, the employee

will then receive a task in their Workday inbox to provide employee review comments (if necessary) as well as electronically sign for

their performance evaluation. The sections below will guide employees on how to complete this next step.


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mailto:[email protected]

Getting Started: Log into Workday, and

select your name/picture in the upper

right corner of the screen.

From here, click the “Inbox” tab to review

your inbox items.

Your Inbox: Choose the “Manager Evaluation

Performance Cycle: Annual Review…” tab in your

inbox.

Don’t be confused by the title “Manager Evaluation.”

This means that you are going to acknowledge and

sign for the evaluation your manager gave you.

Acknowledgment Step: On

this page, review your manager’s

evaluation. You will see the

“Acknowledgment” employee

feedback step. Select the “edit”

icon on the far right corner in

order to provide employee

review comments if necessary,

and electronically sign the

acknowledgment.


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Click on the prompt box:

You may also provide comments, if necessary, in the

comment box below the acknowledgment.

Electronic Signature: Click inside the circle:

“Electronic Signature Acknowledgment

(Comments Optional).” You may also provide

comments in the box below, if needed. Then click

“Save.”


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On this same page, you may also review both

your manager and self-evaluation. Once you

have reviewed, click “Submit.”


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Congratulations! You’re done!

How to Complete Performance Reviews All...

Documents

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