Resources

Refer to the following resources to assist with goal setting, performance evaluations, and the overall performance management process.

Workday Performance Management Job Aids and Guides

NOTE: To view Workday Job Guides now requires an SSO log in

Goals

• Manage Your Goals – This job aid outlines the process for an Employee to enter or edit Ad Hoc goals and for the Manager to review and approve those goals.
• Manage Goals for Your Employee – This job aid outlines the activities for a Manager or Talent Analyst to enter or edit Ad Hoc goals for an Employee.
• Employee Guide To Add Goals After Launch – This job guide outlines the process for an Employee to enter goals on the Self Evaluation after the performance process has launched.
• Manager Guide to Archive Goals – This job guide outlines the process for a Manager to archive goals.
• Manager Guide to Restore Goals – This job guide outlines the process for a Manager to restore goals.

Performance Evaluations

• Complete Performance Review – Staff (Employee) - This job aid outlines the activities for an Employee to complete a Self Evaluation using the Staff template. 
• Complete Performance Review – Staff (Manager) - This job aid outlines the activities for a Manager to complete a Performance Evaluation using the Staff template. 
  • Please note that we do not use the Add Additional Manager or Add Additional Reviewers steps in Workday.  A manager can request this input outside of Workday, and then include as an attachment or in comments.
• Complete Performance Review – Attachment Only (Employee) - This job aid outlines the activities for an Employee to complete a Self Evaluation using the Attachment Only template. 
• Complete Performance Review – Attachment Only (Manager) - This job aid outlines the activities for a Manager to complete a Performance Evaluation for an Employee who is assigned the Attachment Only template. 
  • Please note that we do not use the Add Additional Manager or Add Additional Reviewers steps in Workday.  A manager can request this input outside of Workday, and then include as an attachment or in comments.
• Sending Back Evaluations to Employees – This job guide outlines the process for a Manager to send back a Self Evaluation to the employee.
• Correcting Evaluations – Manager – This job guide outlines the process for a Manager to send back the Evaluation at the acknowledgement step.
• Team Performance Dashboard (Manager) – This video provides an overview of the Team Performance Dashboard available to Managers.

Forms for Performance Management

• Performance Feedback Non-faculty (Staff) Form – This form is similar to the Staff Performance template and can be used for the attachment only process or for ad hoc evaluations.
• Research Performance Evaluation Form – This form is an alternative performance evaluation for research staff that can be used for the staff or attachment only process or for ad hoc evaluations.

Other Resources

• Performance Management Awareness Slide Deck
• Performance Evaluation: Competencies and Ratings Overview
• Decoding Partially Meets Expectations Rating
• Guide to SMART Goals
• Performance Review Reports
• Performance Management Model (PCER)
• Request for Date Extension or Variation Form
• Texas A&M University System Regulation 33.99.03
• University Standard Administrative Procedures 33.99.03.M0.01