PDF Workday Job Aid Self Evaluation - Trinity Health

Workday Job Aid

Self-Evaluation

Use this job aid to complete your self- evaluation as part of the annual performance review process. The self-evaluation is completed prior to the annual review.

To learn more, find job aids and videos at .

For additional assistance, contact your Tier 1 resource, as noted on the Workday Help website.

Trinity Health Performance Management Process

Updated May 2018

?2017 Trinity Health - Livonia, MI

Self-Evaluation

Business Process Steps and Roles

Process roles are designated by "security role," which do not reflect actual job titles. People may have multiple roles.

Self-Evaluation

The self-evaluation is the first step in the annual performance review process. It provides a way for the colleague to give their input into their evaluation. It is the colleague's responsibility to complete it. The self-evaluation is optional, however, colleagues should not skip this part of the annual performance review process unless the decision to do so has been discussed with the colleague's manager.

? The self-evaluation will be in the colleague's Workday Inbox June 1 and should be completed by 11:59 PM EST, June 30.

? Colleagues will not have the opportunity to complete the self-evaluation after June 30 because it will disappear from the Workday inbox; and they will not be able to provide input on their annual performance review.

? However, the colleague's manager may choose to send the review back to the colleague to complete the self-evaluation step prior to the manager completing the review.

Complete the self-evaluation: Colleague Review colleague's self-evaluation: Manager

ROLE: Colleague

Complete the self-evaluation

Manager

Review the colleague's self-

evaluation

NOTE: Colleagues should not skip the self- evaluation step unless decided upon with their manager.

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Self-Evaluation

1. Log into Workday 2. Click the Inbox

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Self-Evaluation

NOTES: ? Executives will see the Executive Annual Performance Review ? Leaders will see the Leader Annual Performance Review ? Colleagues (non-leaders) will see the Staff Annual Performance

Review.

3. Look for the Self Evaluation Annual Performance Review inbox item

Self Evaluation: Leader Annual Performance Kevin F. Preston (1111111) 1 minute(s) ago-Effective 6/30/20XX

Preston (1111111)

07/01/20XX-06/30/20XX

20XX-20XX Kevin

Go to Guided Editor

Go to Summary Editor

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Self-Evaluation

Self Evaluation: Leader Annual Performance 2016-17: Kevin F. Preston (1111111) 1 minute(s) ago-Effective 6/30/20XX

Preston (1111111)

07/01/20XX-06/30/20XX

NOTE: Click OK (the next screen will come up) If you click CANCEL the task will remain in the inbox

2200XXXX--2200XXXX KKeevviinn

NOTE: Best practice is for colleagues to complete their self-review to share their own perspectives with their manager Click Skip This Task only if your manager has given you instructions to do so, which advances the review to the Manager Evaluation step

(1100229)

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