绿妻社区

Performance Evaluations

An overview of the performance evaluation process for staff and supervisors.

Continuous Feedback Supports Growth and Success

Performance evaluations are an important opportunity to recognize accomplishments, discuss goals, support ongoing professional development, and strengthen communication between employees and supervisors.

Both employees and supervisors share responsibility in the performance management process. Effective performance management includes:

  • Setting clearly defined goals and expectations
  • Engaging in ongoing feedback conversations
  • Recognizing accomplishments and growth opportunities
  • Supporting professional development
  • Following through on goals and action items

This process supports the university’s mission by fostering learning, engagement, collaboration, and continuous improvement across the institution.

Performance evaluations are completed in and follow a semiannual review cycle to encourage more timely feedback and ongoing goal conversations throughout the year.

Performance Evaluation Cycles

Staff will complete performance evaluations twice per year, based on their division. Once an evaluation is launched, managers and staff have one month to complete the cycle.

Performance Review Cycle Dates by Divisions
DivisionReview PeriodEvaluation Launch
Cycle A1: Administration and FinanceApril – SeptemberSeptember 1
Cycle A2: Administration and FinanceOctober – MarchMarch 1
Cycle B1: Provost and Chancellor DivisionsJanuary – JuneJune 1
Cycle B2: Provost and Chancellor DivisionsJuly – DecemberDecember 1

How the Process Works

Performance evaluations in include four main steps.

Employees receive a self-evaluation task in their Workday inbox. An email notification will also be sent to the employee regarding the self-evaluation task.

During this step, employees can:

  • Add or review goals
  • Complete competency ratings using the five-point scale
  • Add development items, if desired
  • Submit the self-evaluation

Goals do not need to already exist in Workday before the review cycle begins. Employees and managers may add goals at any point in the process.

Managers review the employee’s self-evaluation, goals, and competencies before completing the manager evaluation in Workday.

During this step, managers can:

  • Add or review the goals of the employee
  • Complete competency ratings using the five-point scale
  • Add development items, if desired
  • Add any comments as needed
  • Submit the self-evaluation

While formal discussions during a review cycle are not required, they are encouraged once both the employee and manager have completed their evaluations. 

Ongoing performance conversations should occur regularly throughout the year, so the review process should not include unexpected feedback.

After the manager evaluation is complete, the employee will receive an acknowledgment task in Workday.

Employees will be able to:

  • Review the final evaluation summary
  • View employee and manager ratings side by side
  • Review manager comments
  • Acknowledge the review
  • Add comments, if desired

The manager completes the final step by acknowledging the review in Workday. This final acknowledgment closes out the review cycle.

New Five-Point Rating Scale

As voted on by the campus community, performance evaluations now use a new five-point rating scale based on proficiency levels for competencies.

Five-point rating scale descriptions
Rating

Description

Proficiency Level
1UnsatisfactoryLimited Competency
2Needs ImprovementBasic Competency
3Meets ExpectationsProficient Competency
4Exceeds ExpectationsAdvanced Competency
5Outstanding PerformanceExpert Competency

Goals and Ongoing Feedback

Goals are an important part of the university’s performance culture. Employees and managers may add goals before the evaluation cycle begins, but it is not required. Adding or reviewing goals is also part of the evaluation process.

Workday also includes optional tools to support ongoing performance conversations, including:

  • Request Feedback / Provide Feedback: Allows employees and managers to request or provide feedback at any time.
  • Create an Individual Development Plan: Allows employees to identify an area for growth and create a plan for development.

These tools are not required for the evaluation process but may be helpful for documenting progress, supporting development, and encouraging regular feedback throughout the year.

Training Resources

Job aids are step-by-step guides with screenshots to walk you through specific processes within . Demos are short demonstrations and how-to videos of specific tasks or processes.

  • (Optional)
  • (Optional)
  • (Optional)
  • (Optional)

  • (Optional)

Frequently Asked Questions

Find answers to some frequently asked questions about performance evaluations.

Providing feedback on performance is a best practice. Your employees deserve your attention and assessment.

If reporting structures are incorrect and a new supervisor needs to be assigned, the task in Workday can be used to update the employee’s supervisor.

No advance action is required before a review cycle launches. However, employees and managers may choose to begin adding goals in Workday at any time. Goals can also be added during the evaluation process itself. Because goals carry forward between evaluation cycles in Workday, they can continue to build and evolve over time.

Goals are an important part of the university’s performance management culture and are strongly encouraged. Goals help create clarity around expectations, priorities, and professional growth.

While employees should aim to maintain meaningful goals in Workday, goals may vary based on role responsibilities and departmental practices.

Once performance evaluations are launched for your division, go to your My Tasks inbox and complete the self-evaluation.

The self-evaluation gives employees an opportunity to reflect on accomplishments, progress toward goals, strengths, challenges, and areas for development.

Self-evaluations also help support more meaningful conversations between employees and supervisors during the review process.

Only you are able to view your responses while the self-evaluation is in progress. Once you select Submit, your manager will be able to begin your evaluation, and your comments will be visible. At this point, if they wish, appropriate HR team members will be able to view your comments, as well as your manager’s manager and leadership above them in the supervisory organization hierarchy.

Click on the print icon in the upper right-hand corner to view a printable version of your self-evaluation. It takes a minute or two for a PDF document to be produced. A message will appear in the upper right-hand corner of the screen once the printable PDF is generated.

Workday does not require a formal meeting as part of the evaluation workflow. However, meaningful performance conversations between employees and supervisors are strongly encouraged. Many departments may choose to hold discussions after both the employee and manager evaluations are complete, but before acknowledgments are submitted.

Performance conversations should happen regularly throughout the year so there are no surprises during the formal review cycle.

Selecting “Decline to Acknowledge Review” documents in Workday that the employee does not agree with the evaluation. The review process will still move forward and be recorded in Workday.

One of the advantages of using Workday is your completed performance reviews are easily accessible by you, your manager, and HR. To find performance evaluations:

  • Select your profile image in the top right corner of your homepage and select View Profile
  • Once within your profile, select the Performance Review tab
  • Any performance reviews will be archived there for future reference

No. The Request Feedback and Provide Feedback tools in Workday are optional. However, they can be helpful for encouraging ongoing communication, gathering input, and documenting accomplishments or coaching conversations throughout the year.

Please reach out to your Human Resources Business Partner.

Contact Human Resources

Whether you have a question or need assistance, the Department of Human Resources is here to help. Explore resources available in , including Help Articles & Workday Assistant.  

Need Further Support? 
Submit a case directly in . Select Menu in the top-left corner of Workday > Choose Help from the Personal section > Select Create Case.

You can also reach out to your Human Resources Business Partner (HRBP), who is here to support you across key areas, including Workday, Recruiting, and People Relations.

Find Your HRBP