Workday 2020 Performance Management Overview for Civil Service

Workday 2020 Performance Management Overview for Civil Service Staff

Agenda • PAR - What’s New • Initial Agreement (Supervisor, Employee) • Demo • Interim/Final PAR • Demo • Next Steps: Key Dates

Workday 2020 Performance Management What Is Changing ü All reviews completed online in Workday ü Improved visibility into the review process ü Final documents stored in Workday What Is Not Changing X Review Periods X Evaluation Process X Rating of Performance Factors X Rating Scale/Computations X Reviewers and Approvers

Civil Service Review Process § HR initiates the performance review in January (Initial Agreement) § Automated workflow routes the PAR to supervisor and employee SEE HANDOUT

PAR-Initial: Supervisor’s Initial Agreement Immediate Supervisor has 3 steps to complete: 1. Establish goals for the Unit 2. Identify goals for the Employee 3. List job responsibilities and essential criteria required in order to obtain a satisfactory rating

PAR-Initial: Supervisor Completes Initial Agreement Ray Donovan 1. Establish Unit Goals 2. Identify Employee Goals 3. List Job Responsibilities Workday Confidential

Employee Acknowledgement of Initial Agreement Employee has 3 steps to complete: 1. Review goals and responsibilities 2. Confirm agreement of the review elements * 3. Acknowledge that content has been reviewed with supervisor, and enter date that the face-to -face meeting took place * In the event employee disagrees with review elements, they can indicate and provide comments and clarification in the text box for the supervisor’s review.

PAR-Initial: Employee Reviews Initial Agreement Ray Donovan 1. Review goals and Responsibilities Workday Confidential

PAR-Initial: Employee Review & Acknowledgement 2. Confirm agreement 3. Acknowledge meeting with Supervisor, enter meeting date Workday Confidential

PAR-Initial: Supervisor Review & Acknowledgement Immediate Supervisor has 3 steps to complete: 1. Review employee acknowledgement and comments 2. Confirm agreement of the review elements 3. Acknowledge that content has been reviewed with employee

PAR-Initial: Supervisor Review & Acknowledgement Ray Donovan 2. Confirm agreement of review elements 3. Acknowledge meeting with employee 1. Review employee acknowledgement

PAR-Initial: Manager Review & Approval Ray Donovan

PAR-Initial Complete Once Manager submits approval, the review is routed to HR for final review, and the PAR-Initial Agreement process is complete. Up Next: June: PAR-Interim Assessment (mid-year review) December: PAR-Final Assessment (end of year review)

PAR-Initial: Employee Review Demo Workday Confidential

PAR-Interim/Final § HR initiates the PAR-Interim review in June, PAR-Final in December § Automated workflow routes the PAR to supervisor. Immediate Supervisor has 3 steps to complete: 1. Assign a rating for each performance factor 2. Complete evaluation justification 3. Identify specific areas for development and action to be taken by employee

PAR-Interim/Final: Supervisor Evaluation Ray Donovan Supervisor can review instructions, goals and job responsibilities before rating performance Workday Confidential

Supervisor Rates Each Performance Factor 1. Assign a rating for each Performance Factor New! Workday Confidential

Supervisor Summary and Justification After assigning ratings, Supervisor can review the calculations in the Summary section 2. Complete a justification for the evaluation Workday Confidential

Supervisor Recommends Development Plan Workday Confidential

Supervisor Attachments & Overall Rating Workday Confidential

Employee Reviews Interim/Final Evaluation Employee has 4 steps to complete and acknowledge: 1. Review Ratings and established plans 2. Meeting with Supervisor to discuss ratings 3. Enter date meeting took place 4. Agree/Disagree with Interim/Final ratings

Employee Reviews Ratings and Development Plan Ray Donovan Employee can review ratings, justification and development plan before adding acknowledgements Workday Confidential

Employee Acknowledgement Ray Donovan Acknowledge meeting with Supervisor, review of ratings, enter meeting date Workday Confidential

PAR-Interim/Final Complete The review is sent to Manager for final approval before being routed to HR and the PARInterim/Final process is complete.

PAR-Interim/Final: Employee Review Demo Workday Confidential

Next Steps: Key Dates • October 15: User Acceptance Testing begins • October 15: Training Registration begins • November 4: Training Available • January 2: Performance Management Live in Workday • January 31: Initial Agreements due in Workday Confidential