Performance Management: Check-in Conversation (Manager)

MANAGE 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. See “Initiating a Check-In” step below. 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 initiated by the employee in Workday.

Conducting the Check-In Conversation

Schedule the Check-In Conversation with the employee.
Prepare for Check-In Conversation by reviewing what has occurred since the last performance conversation related to goals, development, and other activities. To view employee’s goals, see “Viewing Team/Employee Goals” step below.
Meet with employee to complete the Check-In Conversation. Prompt questions are displayed on the self-evaluation screen to aid managers in starting the discussion.

Completing 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, the employee returns to the task: Self Evaluation: Check In Conversation. The employee enters the conversation highlights sections noting key points with their comments about your conversation. The employee submits for manager review.

From your My Tasks, select the review Check In Conversation task.
Note: a box with the Competency Definitions may appear for your reference. Click X to close the box.
Select Go to Guided Editor to review the conversation highlights entered by the employee.
Note: Do not select Go to the Summary Editor. To begin again, click Close and re-select the Inbox item.
The Manager Evaluation section is now available for the manager to enter comments. The Employee Evaluation is visible beside the Manager evaluation section.
1. Select Edit to add the manager evaluation and response. Click Save to complete the manager response or Undo to discard comments.
Click Next.
Select one of the following options:
- Submit: Complete the conversation highlights and initiate next step
- Send Back: Return submission to employee for revision, enter a reason (required).
- Save for Later: Save any changes made and leave the task in the manager Inbox to continue at a later date.
- Close: Exit the task without saving any changes. Task remains in your Inbox.

Manager/Employee Meeting

You will receive a task to complete the Manager/Employee Meeting. Do not click Submit on this task until you have completed the Manager/Employee Meeting.
Click Submit to acknowledge that the conversation has occurred.
Consider including the date the conversation took place in the comment section.
Submit: A green check mark is displayed to mark the completion of the manager evaluation; employees can review your evaluation and response from the Performance application on their homepage.
Note: Once you submit this step, the employee will be able to view all manager comments on the template.

Initiating a Check-In Conversation

Visit Workday
Enter Start Performance Review for Employee in the search box.
Select Start Performance Review for Employee
Enter the following information:
- Employee*: Select the Employee Name
- Review Template*: Select Check-In Conversation
- Period Start Date*: Enter today’s date
- Period End Date*: Enter today’s date
Click Submit. Once submitted the employee receives an Inbox task to complete the Check-In meeting task.

Viewing Team/Employee Goals from your homepage

Type My Team’s Goals in search bar on the Workday homepage.
Select appropriate Supervisory Org and View by Worker.
Click Ok.