Workday Job Aid for Managers Performance Support …

Workday Job Aid for Managers & Performance Support Managers

Annual Performance Review

Use this job aid for the Annual Performance Review.

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Trinity Health Performance Management Process

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July 2018

Annual Performance Review

Business Process Steps and Roles

The Talent Administrator role will initiate the annual performance review.

Before You Start

Ensure local policies and procedures are followed. This may include: Manager - Discuss and assign goals to colleague, considering both

organization goals (if applicable) and goals to support performance Manager - Discuss choices for feedback reviewers and decide if manager or colleague will request feedback from those reviewers *Manager and Performance Support Manager discuss and identify the sections of the performance review they will complete Colleague - Complete the self-evaluation

*Performance review tasks/sections to complete will be available to both the manager and support manager via their Workday inbox. If a task in the inbox is started by one reviewer, it will automatically be removed from the inbox of the person who did not start it.

SPECIAL NOTE: Comments are optional in many parts of the annual performance review; however, please note that comments are auditable and therefore should be appropriate.

?2017 Trinity Health - Livonia, MI

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Annual Performance Review

Annual Performance Review Process Steps

The steps conducted by the Manager and Performance Support Manager are listed below.

Role

Process Step

Talent Administrator

Launch annual performance review

Colleague

Complete self-evaluation

Colleague

Request feedback from others (optional)

Manager/Performance Support Manager Review/Approve Get Feedback Request (if applicable)

Other colleague(s)

Provide feedback (if applicable)

Manager/Performance Support Manager Request additional manager evaluation (optional)

Additional manager

Complete manager evaluation (if applicable) Note: The manager should have a conversation with add'l mgr. to discuss completion time expectations for the review. If the manager completes the review before the additional manager submits their review, the additional manager portion will not be included in the review.

Manager/Performance Support Manager Complete the manager evaluation

HR Partner/Colleague Relations Partner

Approve annual performance review (only if a colleague receives a "Does Not Meet" rating)

Manager's Manager

Receives a report (only if a colleague receives a Does Not Meet rating)

Manager/Performance Support Manager Meet with colleague to discuss annual performance review

Colleague

Annual performance review acknowledgement (signoff)

Manager/Performance Support Manager Annual performance review acknowledgement (signoff)

NOTE: This may be useful if the colleague has changed managers during the year (or similar situation) to get additional feedback representing the colleague's full-year experience.

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Annual Performance Review

Process Steps

1. Log in to Workday 2. Click Inbox and find the Get

Additional Manager Evaluation (The Get Additional Manager Evaluation step is optional)

Mary Manager (5100007)

Annual Performance Review

Get Additional Manager Evaluation

Staff Annual Performance Review 2016-17: George Williams (550120)

(550120)

Penny T. Wouds (32244472)

NOTE: ? The Get Additional Manager

Evaluation notification will be in both the Manager's and Performance Support Manager's Inbox; it is an optional step, however either can complete it ? Managers can choose anyone to complete this step (Get Additional Manager Evaluation)

?2017 Trinity Health - Livonia, MI

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Annual Performance Review

Process Steps

Staff Annual Performance Review 2016-17: George Williams (550120)

(550120)

Penny T. Wouds (32244472)

Annual Performance Review

Get Additional Manager Evaluation

Click the gear, and click Skip This Task to bypass the process of getting an additional manager's evaluation; then click Submit.

?2017 Trinity Health - Livonia, MI

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Annual Performance Review

Process Steps

3. Click the menu 4. Type the name of the person you

want to complete the Additional Manager Evaluation and press your enter key

Staff Annual Performance Review 2016-17: George Williams (550120)

(550120)

Penny T. Wouds (32244472)

5. Click Submit

Annual Performance Review

Get Additional Manager Evaluation

Tonya Ways

NOTE: ? Managers can select a maximum

of two Additional Manager Reviewers to provide input into the colleagues performance review . ? Managers can choose anyone to complete this step (Get Additional Manager Evaluation)

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Annual Performance Review

Process Steps

6. Click Done

(550120)

Tonya Ways (3833838)

Annual Performance Review

Get Additional Manager Evaluation

?2017 Trinity Health - Livonia, MI

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Annual Performance Review

Process Steps

1. Log in to Workday 2. Click Inbox

3. Find the notification and click to open

4. You can walk through the evaluation with each step on a separate screen (Go to Guided Editor) OR show all evaluation steps on a single screen (Go to Summary Editor); click your choice

NOTE: This job aid provides the step-by-step instructions for following Go to Guided Editor.

Carla Colleague (5100007)

Annual Performance Review

Manager Evaluation / Performance Support

Manager

Carla Colleague (5100007)

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