Performance Management: View Performance Review and Status (Manager)

VIEW PAST EMPLOYEE PERFORMANCE REVIEWS

Past (and current) performance review documentation related to Goal/Expectation Setting, Check-In Conversations, and End-of-Year Conversations is maintained in Workday for your reference and can be viewed at any time.

Note: Performance reviews completed prior to the implementation of Workday on April 1, 2019 are currently not available in the Workday system. Please contact Human Resources for access to reviews completed prior to the date listed above.

View Employee Performance Reviews

Log in to Workday
Click View All Apps.
Click the Team Performance application.
Click Employee Reviews from the Actions menu.

Enter the following:

Organizations: Click Prompt to select My Organizations.
Include Subordinate Organizations: Click the checkbox if desired. This will enable you to view completed review processes for non-direct reports within your organization.

Note: You will not be able to view review content for employees not listed in your supervisory organization, only completed processes.
Review Templates: Click Prompt to list the review types.
1. To view multiple review templates: Click All Review Templates and click the checkbox(es) to select the desired templates to view
2. To view a single type of performance review: Click Active By Review Type
  1. Select the review template category:
    - Corrective Action
    - Performance Improvement Plan
    - Performance Review
  2. Select the review type:
    - Check In: Documentation from Check-In Conversations
    - Goal Setting: Documentation from the Goal/Expectation Setting process
    - Summary Review: Documentation from the End-of-Year Conversation
  3. Click the checkbox to select the review type
Click OK to generate the list.
The Employee Reviews list has two tabs: In Progress and Completed. The Review column lists the Review Names as Review Type: Employee Name.

To display the status of the review click the desired Review Name. The View Event report tabs list the status of each Process step.
To display a printable view of the review from the Employee Reviewsscreen:
1. Hover to the right of the review name and click Related Actions
2. Click Talent
3. Click View Printable Employee Review
The Printable Employee Review can be printed by clicking the printer icon at the top of the page

View Team Performance Review Summary

Review a summary of your team members’ performance review statuses, with the ability to view the review and its process details.

Log in to Workday.
Click View My Apps.
Click the Team Performance application
Select My Team’s Performance Reviews from the Actions menu. Reviews are separated by In Progress and Complete. Click the arrow to expand the list of reviews by status.
To display the process history of the review, click the review name.
To display a printable view of the review:
1. Hover to the right of the review name and click Related Actions
2. Click Talent
3. Click View Printable Employee Review
The Printable Employee Review can be printed by clicking the printer icon at the top of the page.