Concise Guide to the Staff Performance Review Process


Important Dates

Performance Review Period

4/1/2025 – 3/31/2026

Performance Review Delivery Period

4/1/2026 – 5/31/2026

 

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Additional Resources

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Service Catalog - Performance Management

 

Goals

  1. For the current Performance Review Period, goals can be entered any time before 3/31/2026 to be included on the Performance Review. SMART Goals.
  2. Goals added after 3/31/2026 can be added to the employee’s goals either by the employee or the manager.  Once approved, the goal can be added to the Performance Review by the employee or the manager.
  3. Goals for the Performance Review Period of 4/1/2025 – 3/31/2026 may be added at any time.  Be sure the Due Date is between 4/1/2025 and 3/31/2026 for them to be included on Performance Review Period 2025-2026.

 

Performance Review Process Timeline

The Due Dates are proposed. The timeline can be accelerated as needed.

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Start Date

Item

Due By

April 1

Current Performance Reviews are launched for eligible staff

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April 1: Employees receive a Workday Inbox item to “Complete Self Evaluation”

  • Management levels 1-5 and Research Professionals are Attachment Only and should consult with their manager to determine the appropriate document to use and attach. There is no form to complete in Workday.
  • All other employees will complete the Self Evaluation form in their Workday Inbox. Upon completion, employee will submit their form.

April 16

April 16

Managers receive a Workday Inbox item to “Complete Manager Evaluation” (when the employee completes their Self Evaluation and clicks submit).

  • Manager completes the Manager Evaluation in Workday Inbox.
  • DO NOT SUBMIT the Manager’s Evaluation until the discussion with the employee has taken place.

April 30

May 1

Manager meets with Employee to discuss draft review

  • Manager can make changes to the draft review or send back to the employee to make changes as discussed.

May 7

May 7

Manager submits Employee Review from Workday Inbox. “Partially Meets” and “Does Not Meet” ratings require another level of approval and might add time to completion.

May 14

May 14

Employee receives a Workday Inbox item “Provide Employee Review Comments”

May 21

May 21

Manager receives a Workday Inbox item “Provide Manager Review Comments”

May 28

May 28

Manager receives a Workday Inbox item “Update Position Restrictions” if manager checks that position restriction edits are required when acknowledging the Employee Review.

July 30