Performance Appraisals

Materials including a Workday Process Overview and step-by-step Workday Instructional Guides for completing performance appraisals are now available. For information on performance appraisals policy, procedures, and best practices, please see the HR Performance Appraisals page. 

(Workday refers to employee performance appraisals as Performance Reviews.)

Information Session Materials

Training Materials

For Everyone (Performance Appraisals Overview)

Employee Performance Appraisals – Workday Process Overview

  • Provides a high-level overview of the Workday Performance Appraisal process.

For Employees

Video

Performance Reviews for Employees – Video (UTLearn)

Workday Instructional Guides

Complete Self Evaluation: Comprehensive Annual Review – Workday Instructional Guide

  • Assists employees in completing their portions of the “Comprehensive Annual Review.”
  • Your HR contact or manager will let you know when your Self-Appraisal will show up in your Workday inbox for completion.
  • After meeting with your manager, you will receive the final appraisal in your inbox and be asked to acknowledge with or without comments. 

Complete Staff Evaluation: Condensed Annual Review – Workday Instructional Guide

  • Assists employees in completing their portions of the “Condensed Annual Review.”
  • There are two types of condensed annual reviews.  One requires a self-appraisal and one does not.
  • If doing the one with a self-appraisal, your HR contact or manager will let you know when your Self-Appraisal will show up in your Workday inbox for completion.
  • After meeting with your manager, you will receive the final appraisal in you inbox and be asked to acknowledge with or without comments.

For Managers

Video

Performance Reviews for Managers – Video (UTLearn)

Workday Instructional Guides

Complete Manager Evaluation: Comprehensive Annual Review – Workday Instructional Guide

  • Assists managers in completing their portion of the “Comprehensive Annual Review”. 
  • The employee will actually take the first step by completing their self-appraisal.  
  • Managers, pay attention to item 15 about not “submitting” the review until after you have met with the employee.

Complete Manager Evaluation: Condensed Annual Review – Workday Instructional Guide

  • Assists managers in completing their portion of the “Condensed Annual Review”. 
  • Managers, pay attention to item 14 about not “submitting” the review until after you have met with the employee.

View Position Responsibilities for Performance Appraisal - Workday Instructional Guide

Updating the Responsibilities on a Position for Performance Appraisals – Workday Instructional Guide

  • Prior to launching appraisals, the department HR contact or manager will want to ensure responsibilities are accurate as they will be loaded into the appraisal for review.  

For HR Roles

The following Workday Instructional Guides are to assist those users who hold HR roles in Workday.

Performance Appraisal Security Information Guide

Start Performance Review – Workday Instructional Guide

Start Performance Review - Attachment Only - Workday Instructional Guide

View Position Responsibilities for Performance Appraisal - Workday Instructional Guide

Updating the Responsibilities on a Position for Performance Appraisals – Workday Instructional Guide