This guide offers managers, supervisors, and employees a walk-through on how to establish foundational content in Workday Performance Management.
Performance Management in Workday will launch on July 28, 2025.
To prepare for Performance Management in Workday:
Both employees and managers should:
Ensure you have completed employee and/or manager Workday training.
Have access to a saved PDF copy of the completed FY25 performance evaluation because you will need to reference it.
Part 1 - Performance Management begins with the Manager
Initial Tasks to Complete by Manager
Step 1: Engage with assigned task.
Open your assigned task, "Set Content: Annual Evaluation Staff - 2025: <Employee Name>."
Step 2: Verify the accuracy of auto-populated content.
Review responsibilities that have been pulled from the Standard Job Description (SJD) into the performance review. Responsibilities should always match what is in the SJD.
Additional unique responsibilities should match an employee's official job description or position-specific Position Vacancy Listing.
If you need to include Additional Responsibilities, select "Add" and enter the appropriate information.
Once complete, select "Next."
Step 3: Add Goals from FY'25 Review
Select "Add" to enter Goals from FY'25 performance review. Ensure all Goals are marked as "Not Started." Due Dates should be entered as either January 2026 or July 2026.
Select "Add" to enter all remaining Goals.
Once complete, select the "Next" button.
Step 4: Verify all entered information.
Review all content you have entered and select "Submit" when done. If you need to make edits, use the navigation bar on the left to return to the Job Responsibilities or Goals section.
Select, "Submit" when done.
Step 5: Confirm submission.
A pop-up notification will appear that reads, "Success! Event Submitted."
The evaluation has been sent to the employee. It is recommended that you also follow up directly with your employee(s) to inform them that their evaluation is awaiting action in Workday.
Part 2 - The Process Continues with Employee Verification
This section described tasks the Employee will complete after Part 1 is completed by the Manager.
Employee Actions
Step 1: Open Self Evaluation
Navigate to your Tasks and select, "Self Evaluation: Annual Evaluation Staff - 2025:<YOUR NAME>."
Step 2: Review Responsibilities
Read and review the Job Responsibilities set by your Manager. These cannot be edited. Contact your manager if the information is incorrect.
Once you have reviewed all the information, select "Next" to continue.
Step 3: Review Goals
Read and review the Goals you have previously discussed with your manager. These should match those listed in your FY25 performance evaluation. Contact your manager if the information is incorrect.
Select, "Next" once you have completed your review.
Step 4: Finalize all information.
Review all items and verify that they are complete and accurate.
Select "Submit" when you are done.
Step 5: Confirm Submission.
A pop-up notification will appear that reads, "You have submitted. Up next: Overall process still in progress."
The Performance Evaluation has been returned to the Manager. It is recommended that the employee contact their manager directly to inform them that the evaluation is in Workday and is ready for review.
Part 3 - Managers Must Rate Employee Performance in Workday
The section below describes additional tasks the Manager will complete after the Employee completes Part 2.
Manager Actions to Rate Employees
Step 1: Engage with assigned task.
Open your assigned task: "Manager Evaluation: Annual Evaluation Staff - 2025."
Select, "Get Started."
Step 2: Review and Acknowledge Responsibilities.
From the drop-down menu, select: “The responsibilities have been updated as needed for this position.” If additional edits are needed, speak with the employee about the changes you make.
Important: In 2025, you will not rate each individual responsibility; instead, you simply acknowledge that it is accurate. In future reviews, you will enter a rating for each responsibility.
Select "Next" when complete.
Step 3: Review and Confirm Goals.
Review Goals. If additional edits are needed, speak with the employee about the changes you make.
Select "Next" when complete.
Step 4 (Optional): Upload FY25 Performance Evaluation into Workday.
This step is optional but highly encouraged for future documentation.
Select, "Add" to upload your saved PDF copy of the FY25 performance evaluation.
Select "Next" when the document is uploaded.
Step 5 (Optional):
Overall Evaluation and Rating for non-Primary Job
Feedback received from a non-Primary supervisor will appear at this point in the performance review cycle.
Note: If you complete the evaluation before feedback from a non-Primary supervisor has been received, that feedback will not be delivered at any point. Check-in with your employee if and when Feedback has been requested.
Step 6: Select Rating.
If you previously used PMDP, the rating you select must match the rating assigned in PMDP. If you did not use PMDP, you must select a rating that most closely reflects the FY25 rating for the employee.
Once you have selected the appropriate rating, save the form by selecting the check mark .
Select "Next" to continue.
Step 6: Review all evaluation information.
Review the Responsibilities, Goals, and Ratings for the employee.
Recommendation: This is the LAST opportunity you have to make any edits to the employee's performance evaluation. It it recommended that you skip to Step 7 PRIOR to selecting "Submit." After your conversation, return to this step.
Once verified, select, "Submit." A pop-up notification will appear that reads, "Success! Event Submitted."
Step 7: Schedule a conversation with your employee.
A "To Do" reminder will appear to encourage you to schedule a meeting to discuss the evaluation with your employee.
Select "Submit" to route the complete evaluation back to the employee.
Part 4 - The Evaluation is passed to the Employee for Final Review and Acknowledgment
Once the Manager has completed all the tasks in Part 3, including the individual conversation, the workflow returns to the Employee for review and acknowledgment.
Employee Receives Complete Evaluation from Manager
Step 1: Engage with assigned task.
Open your assigned task: "Manager Evaluation: Annual Evaluation Staff - 2025: <YOUR NAME.>"
Step 2: Review all information in the evaluation.
Review and verify all information contained in the evaluation. You will not be able to make changes at this point.
Select, "Next."
Step 3: Acknowledge your evaluation.
You are required to acknowledge receipt of your performance evaluation.
From the drop-down menu, select, "I acknowledge I have received this performance evaluation information."
Select "Submit."
A pop-up notification will appear and indicates that your manager has been informed of this stage in the process.
Part 5 - The Evaluation returns to the Manager for Finalization and Submission
After an employee completes their final review and acknowledgment, the workflow returns to the Manager for final submission.
Manager Completes Evaluation After Employee Acknowledgment
Step 1: Engage with assigned task.
Open your assigned task: "Manager Evaluation: Annual Evaluation Staff - 2025: <EMPLOYEE NAME>."
Select, "Get Started."
Step 2: Review and Acknowledge Responsibilities.
Review all information from the evaluation.
Once verified, select "Next."
Complete the Manager Acknowledgment Statement. This is required.
Step 3: Finalize and Complete the Performance Evaluation.
Select "Submit." A pop-up notification will appear that reads, "Success! Event submitted."
The performance evaluation process is now complete.
