How to Complete the Performance Evaluation

Purpose: This guide explains how to complete the self evaluation and manager evaluation for the mid-year and end of year supervisor review. If you would like to request peer feedback in preparation for your review follow the steps in this guide.

Sections

Completing the Self Evaluation (For Employees)

Completing the Manager Evaluation (For Supervisors)

How to View an Employee Review Once It Has Been Submitted

FAQs 

Completing the Self Evaluation (For Employees)

Step 1: Log into Workday and find the self evaluation task in your inbox. Read the instructions carefully and click on the link to review the supervisor look-fors:

Note: If you are a manager you may have multiple tasks in your inbox to complete manager reviews. Make sure you click on the task that says Self Evaluation to complete your self evaluation for your review with your manager.   

Step 2: When you are ready to start your self evaluation click on the Get Started button:

Step 3: Read the instructions at the top of the page and answer the questions:

IMPORTANT: Your manager will be able to see what you have entered on this page even if you have only saved it and have not hit submit.

Step 4: (Optional) Click on Add to add a development item. Doing this before the review is optional, you can do this with your supervisor during your review meeting. Click Next to go to the review page:

IMPORTANT: Your manager will be able to see what you have entered on this page even if you have only saved it and have not hit submit.

Development Item Status	Definition
Not Started	You have not started working on the development item
In Progress-On Track	You have begun working on the development item and are on track to complete it by the completion date
In Progress-Off Track	You have begun working on the development item but are not on track to complete it by the completion date
Complete	You have completed the development item
Incomplete	The completion date has passed and you did not complete the development item
N/A	Not applicable

Step 5: Review what you have entered and click Submit when you are done with your review. If you are not ready to submit click Save for Later:

Completing the Manager Evaluation (For Supervisors)

Step 1: Login to Workday and find the manager evaluation task for each employee you directly manage in your inbox. You will have a task for your self evaluation as well as a task for everyone you manage.  To find the right task, look for the name of the team member you will be evaluating in the task title. Read the instructions and click on the link to review the supervisor look-fors:

Step 2: When you are ready to start the manager evaluation for the employee, click on the Get Started button:

Step 4: Read the instructions at the top of the page and answer the questions. If the team member has entered anything in their self evaluation you will be able to see it on this page.

Step 5: Select an overall rating for the team member and click Next to go to the review page

Step 6: Click on Add to add a development item. Doing this before the review is optional, you can do this with your team member during your review meeting. If the team member has entered any development items you will see and be able to view and edit them on this page. Click Next to go to the overall rating on the next page:

IMPORTANT: The team member will be able to see what you have entered on this page even if you have only saved it and have not hit submit.

Development Item Status	Definition
Not Started	The team member has not started working on the development item
In Progress-On Track	The team member has begun working on the development item and is on track to complete it by the completion date
In Progress-Off Track	The team member has begun working on the development item but is not on track to complete it by the completion date
Complete	The team member has completed the development item
Incomplete	The completion date has passed and the team member did not complete the development item
N/A	Not applicable

 Step 7: Review what you have entered and click Submit when you are done with the manager review. If you are not ready to submit, click Save for Later: 

How to View an Employee Review Once It Has Been Submitted

How to View your Employee Review (Employee's View):

Step 1: From the Workday homepage, click on your worker profile icon in the top right corner of the screen:

Step 2: Select Performance from the left menu:

Step 3: Click on View in the Performance Reviews tab to view your review responses:

How to View a Supervisor Review (Manager's View):

Step 1: Click on the Menu from your Workday homepage and select the My Team Management dashboard:

Step 2: Select the Goals & Performance tab:

Step 3: Scroll down to the My Team's Mid-Year Review Responses report to view all review responses for your team members. You will be able to view the employee's comments as well as your comments.

FAQs

Resource	Guide Link
How to Complete the Performance Evaluation	Zendesk Guide
View Your Team's Goals and Performance Reviews in My Team Management Dashboard	Zendesk Guide
How to Move a Worker to Another Manager	Zendesk Guide
How to Reassign an Inbox Task	Zendesk Guide
Requesting Peer Feedback for Mid-Year and End-of-Year Reviews	Zendesk Guide

Q: How can an employee make edits to a performance evaluation after it has already been submitted?

A: If you are an employee who needs to make changes to your employee self review after it has been submitted, please send a helpdesk ticket to [e-mail] with an attached document that contains the changes to your responses and our People Data team will make the update for you.

Q: How can a manager move a team member to a new manager?

A: Performance evaluations are sent to the direct manager assigned to the team member in Workday. If a manager needs to move a team member to a different manager, they can use the How to Move a Worker to Another Manager guide. 

If the manager of the team member does not have a supervisory organization, they will not appear as an option to move the team member to. To request a new supervisory organization for a people manager, please send a helpdesk ticket to [e-mail]. 

Please refer to the Distinguishing Between a Manager and a Coach guide if you are unsure whether the manager qualifies to have a supervisory organization in Workday.

Q: How can a manager reassign a performance review that was received for a team member they do not manage?

A: If you have been incorrectly assigned a performance evaluation for a team member you do not manage, you must first move the team member to the correct manager using the How to Move a Worker to Another Manager guide. Once the manager is correctly reflected in Workday on the team member’s Workday profile, you can use the How to Reassign an Inbox Task guide to reassign the performance evaluation to the correct manager. 

Q: How can a manager make edits to a performance evaluation after it has already been submitted?

A: If you are a manager who needs to make changes to your responses on a direct report's employee review, please send your request to [e-mail] and our People Data team will send the review back to you to update once both evaluations are complete. 

Q: Can a manager view the responses for an employee’s self review?

A: Yes! Managers can view employee self review responses for their direct reports even if it was saved and has not been submitted yet.

Q: Are new employees required to complete a review?

A: New employees are not required to complete an official performance evaluation until after their first 30 days of employment and should complete the performance evaluation as a check-in to reflect on their work thus far.

Q: Can an employee review be sent to a Mentor/Coach instead of a Manager?

A: At this time, performance evaluations can only be completed by an employee who is recognized as a Manager in Workday.

Q: Where can an employee view their self evaluation responses?

A: You can view the responses to your employee review in the Performance section of your Worker Profile within the Performance Reviews tab.  For step by step instructions, please review this guide: How to View a Performance Evaluation: Employee’s View

Q: Where can a manager view performance evaluation responses for their direct reports?

A: If you are a manager, you can review responses for your direct reports in the My Team's Mid-Year Review Responses report, which is also located in the Performance tab of the My Team Management Dashboard.  For step by step instructions, please review this guide: How to View a Performance Evaluation: Manager’s View

Q: Are apprentice teachers and fixed term employees required to complete a review?
A: Self and manager reviews are required for all DSST employees except contractors and sports coaches.