Staff Performance Evaluations in Workday

Overview

Each year when the performance process begins, a self evaluation will be launched on your behalf and will be waiting in your Workday inbox. You must complete your self-evaluation in its entirety before your manager will be able to start their evaluation, so please make sure to do this in a timely manner.

Managers, please see "Related Articles" on the right for a similar overview and guidelines for the manager evaluation.

2024 timeline:

  • May 6 - Self-evaluations are available in Workday
  • June 14 - All performance conversations should be complete

Completing Your Self-Evaluation

  1. In your inbox, click the "Get Started" button in your self-evaluation.
    • Screenshot of the "Get Started" task for the employee self-evaluation
  2. Section 1: Performance Dimensions & Traits
    • Select a rating for each competency/dimension and provide comments about why you chose this rating, with examples from the past year of how you met and exemplified that dimension
    • All employees will have the following competencies: Financial Stewardship, Mission & Values, Critical Thinking, Diversity Equity & Inclusion, Communication & Collaboration
    • All managers will have these additional competencies: Talent Management & Development, Vision & Leadership
    • Once you have rated and commented on each competency, click "Next"
      • Screenshot of "Performance Dimensions and Traits" page
  3. Section 2: Accomplishments
    • Click the "Add" button to enter your accomplishments. This section allows you to note major milestone accomplishments, which may or may not be directly connected to your goals.
    • Once your accomplishments have been added, click "Next"
      • Screenshot of accomplishments page with arrow pointing to the "add" button
  4. Section 3: Goals
    • For 2023-2024, you will need to enter all of your goals for the past year as new goals in this section.
    • Click the "Add" button
    • In the "Goal" box, write a short sentence about what your goal is/was.
    • In the "Action Plan" box, write the measurable steps you took or will take to achieve this goal
    • Click in the "Category" box to select whether this is a "Development Goal" or a "University/Division" goal.
      • Development goal - a goal that is specific to your ability or growth in your role or towards your next opportunity
      • University/Division goal - this is a goal aligned to the business operations of the University or division
    • If your goal aligns with an organizational goal, please select which one under "Organization Alignment"
    • Select the status of this goal
    • Lastly, you will have the opportunity to comment on the goals entered - use this field for any updates, obstacles, or other notes/adjustments to the goal
      • Screenshot of Goals page of the performance evaluation
  5. Section 4: Overall Rating
    • The final step is to complete your overall rating. Consider the entire past year, both what your initial plans and responsibilities were as well as anything else you've done or taken on in light of the many changes that have taken place or are in progress. In the comments section, explain how you determined your overall rating.
    • When you have completed this section, click "Next"
      • Screenshot of the overall rating page
  6. Section 5: Review & Submit
    • Review your entire self-evaluation. If everything looks correct and you are ready to send it to your manager for review, click "Submit".

 

Employee Review Comments & Acknowledgement

After your supervisor has completed their evaluation and you have discussed the full performance evaluation, you will receive a final inbox item called "Provide Employee Review Comments" which includes an acknowledgement. This is the final step in the performance review process and it must be completed in order to finalize your performance evaluation.

Click on the "Status" bar and select the acknowledgement. You can provide any final comments on your review based on your conversation if desired, but this is not required.

When finished, click "Submit" to finalize your evaluation.

Screenshot of the employee acknowledgement

 

Find more information about all of these items on the "Related Articles" list. If you have any questions, please log a ticket here or reach out to humanresources@sju.edu.

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