Launching a Probation Final Performance Review

Process Considerations

Workday will automatically send a To Do task to the Talent Partner (Supervisory) 45 days prior to the probation end date for a position. The Talent Partner (Supervisory) will initiate the performance review process when they receive the To Do task.

There are two processes used for this type of review. Detailed instructions are included in the To Do task. 

• If the Probation Period end date is for the primary or only position, the To Do task will instruct the Talent Partner to Start Performance Review for Employee.
• If the Probation Period end date is for a non-primary position, the To Do task will instruct the Talent Partner to Get Feedback on Worker.

Launching Probation Review

1. From the Workday Home Page, click My Tasks (inbox icon) in the upper right corner.
2. Click Probation Period Final Evaluation Reminder
3. Follow the instructions in the To Do task and open the Attached File to see if the employee is ending probation for a primary job or a non-primary job. Take note of the probation end date and manager name shown in the report as you will need it to start the review.
4. Determine if the probation is ending for the Primary Job or the Non-Primary Job:
   1. If the probation is ending for a Primary Job: 
      1. Click the search bar and enter Start Performance Review for Employee.
      2. Enter the Employee name.
      3. Select Probation Final Evaluation Staff for the Review Template.
      4. Enter the Probation Period End Date for the Period Start Date and Period End Date.
         NOTE: Use the probation period end date for both dates.   
      5. Click Submit.
   2. If the probation is ending for a Non-Primary Job:
      1. Click the search bar and enter Get Feedback on Worker.
      2. Enter the Worker name.
      3. Click OK.
      4. Enter the Non-Primary Job Manager’s Name in the Who do you want to request feedback from? field.
      5. Select the Non-Primary Job Probation Evaluation in Feedback Template.
      6. Click Submit.
5. Back in My Tasks, click Submit to finish the To-Do step for Probation Period Final Evaluation.
   Warning: It is extremely important that you Submit a To-do task. Failing to do so will halt the business process.

Next Steps

• Upon submission of the Workday task for a Primary Job, the manager will receive a task to Set Content: Probation Final Evaluation Staff.
• Upon submission of the Workday task for a Non-Primary Job, the Non-Primary Job Manager will receive a task to Give Feedback.

Questions?

Contact ohr_perf_mgmt@ohr.wisc.edu.