Performance Appraisals and Corrective Action
Documentation for completing performance appraisals.
- For Employee-as-Self Documentation, see Employee Resources page.
- For Manager Documentation, see Manager Resources page.
- For information on performance appraisals policy, procedures, and best practices, please see the HR Performance Appraisals page.
Key : WIG - Workday Instructional Guide WPO - Workday Process Overview
For Everyone (Performance Appraisals Overview)
Overview of the performance appraisal process for HR Roles, Managers, and Employees.
Guide to understanding how Workday restricts access to performance-related information.
Steps for HR Roles to kick-off performance reviews for an individual employee or for an organization.
Steps for HR Roles to load into Workday a performance review that was completed outside Workday. Users must still enter the performance period and overall rating.
Steps to view the current responsibilities for a position within Workday.
Steps to update the responsibilities on a position are typically done prior to launching a performance review.
All corrective actions require consultation with HR’s Strategic Workforce Solutions (SWS) unit prior to delivering to an employee. The disciplinary action process within Workday is the last step of the corrective action process.
Disciplinary Action - WIG
Steps for HR Roles to upload disciplinary action documentation into Workday. In addition to uploading the document, users will need to enter disciplinary type, level, policy citation, period start, and end dates.