Performance Management – Side by Side Comparison 2025 and 2026 | Human Resources

Performance Management: from Workday Initial Setup to Regular Evaluation Cycle

The table below describes the required action items needed by employees and managers during the performance management cycle.

Step Name refers to the phase of the Performance Management process.
Step Owner identified who is responsible for completing the identified actions (either the Manager or the Employee)
Actions Taken in July 2025 describes the actions needed at initial launch of Performance Management in Workday.
Actions Taken in Regular Midpoint and Annual Evaluations describes the actions needed for the first midpoint and annual evaluations documented in Workday.

Performance Management Required Actions: Workday Setup and Midpoint Evaluations
Step Name	Step Owner	Actions Taken in July 2025 (Workday Setup)	Actions Taken in regular Midpoint and Annual Evaluations
Set Content	Manager	Review/add/edit/remove Responsibilities Add Goals	Review/adjust Responsibilities Add/update Goals
Employee Self-Evaluation	Employee	View Responsibilities Add Goals Upload supporting documents (optional)	Rate each responsibility, comments optional Answer 3 Discussion Questions (annual evaluation only): Which of your accomplishments in this review period make you most proud? What would help you achieve higher performance in your role? Please mention any barriers that may be impacting your progress. What new knowledge, skills, activities, or projects are you interested in pursuing to help advance your work performance? Update goal progress and comment on progress for each goal. Upload supporting documents (optional)
Evaluation	Manager	Confirm responsibilities Review Goals added by Employee Upload supporting documents (optional) Provide Overall Rating	Rate each Responsibility Comment on each Discussion Question (annual evaluation only): What have you observed? What resources, guidance, and support can you offer? What knowledge, skills, activities, or projects would you suggest that would advance performance in this role? Update goal progress and comment on progress for each goal Upload supporting documents (optional) Provide Overall Rating (comments optional)
To Do (Tasks)	Manager	Reminder Task to meet with Employee (Employees are notified when the previous task is completed)	Reminder Task to meet with Employee (Employees are notified when the previous task is completed)
Acknowledge	Employee	Choose from menu: I acknowledge I have received this performance evaluation information. Comments are optional.	Choose from menu: I acknowledge I have received this performance evaluation information. Comments are optional
Acknowledge	Manager	Choose from menu: I acknowledge I have shared this performance information with the employee. Comments are optional.	Choose from menu: I acknowledge I have received this performance evaluation information. Comments are optional.

Additional Resources

HR Guide: Performance Management
HR Guide: Talent and Performance Management in Workday

Updated: Jun. 16, 2025
Source URL: https://hr.wisc.edu/hr-guides/for-managers-and-supervisors/performance-management-side-by-side-comparison-2025-and-2026/

Performance Management: from Workday Initial Setup to Regular Evaluation Cycle

Additional Resources

Did you find what you need?