Resources

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

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

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.

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.

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.

Talent Management