Performance Management: Check-in Conversation (Employee)
CHECK-IN CONVERSATION
HR will initiate the Check-In Conversation process twice a year; however, managers may initiate the process on their own to record meaningful conversations that fulfill the check-in conversation requirement outside of the HR-defined timelines. As necessary, goals should be adjusted, and managers should check that development activities are occurring. Any performance concerns should also be discussed during the Check-In Conversations.
Note: The Check-In conversation is started by the employee in Workday.
Participating in the Check-In Conversation
- Visit Workday
- From the Awaiting Your Action Section, select the Complete Self Evaluation: Check-In Conversation task.
Note: If the task does not appear in this section, select the My Tasks
icon in the top right corner of the homepage to view the task.
- Schedule the Check-In Conversation with the manager.
- Prepare for Check-In Conversation by reviewing what has occurred since the last performance conversation related to goals, development, and other activities. To view goals, see “View Goals” step below.
- Meet with your manager to complete the Check-In Conversation.
Note: Prompt questions are displayed on the self-evaluation screen to aid managers and employees in starting the discussion.
Documenting the Check-In Conversation
Documented highlights should include clear expectations and action items to provide clarity for both employee and manager.
- Following the Check-In Conversation, return to Awaiting Your Action/Inbox task: Self Evaluation: Check-In Conversation.
Note: a box with the Competency Definitions may appear for your reference. Click X to close the box.
- Select Go to Guided Editor. Note: Do not select Go to the Summary Editor. To begin again, click Close and re-select the Inbox item.

- Click the Response box or select Edit
to enter your Check-In Conversation highlights noting key points and adding your comments.
Click Save
to complete your comments or Undo
to discard.

- Click Next
to submit to your manager for review.
- Your manager receives a Worklday task to review your Check-In Conversation notes and to enter their review and comments. The Employee Evaluation is visible beside the Manager evaluation section.
- Your manager can Send Back your submission for revision. You can edit your submission and resubmit for manager review.
Viewing the Check-In Conversation Manager’s Review
- Visit Workday
- Click View All Apps.
- Click the Performance application.
- Select the Check-In Conversation from the list in the My Reviews section or select Reviews in the View section to see previous Check-In Conversation or performance reviews.
View Goals from your homepage
- Click View All Apps.
- Select the Performance application from the Workday homepage.
- Click Goals from the View area.
- From the Individual Goals tab, use the Sort By: drop down list on the left to view your goals by characteristic:
- Goal Section Group
- Goal Workflow Status
- Goal
- Description
- Status
- Due Date
- Completed On
- The List Detail View
(view selection buttons on the top right) presents a view of a single goal with left hand navigation to toggle between goals.
Change to a Grid View
using the view selection buttons on the top right, to see all goals on one page.