Workday 2020 Performance Management Overview for Managerial Reviews

Workday 2020 Performance Management Overview for Managerial Reviews

Agenda • Managerial Reviews - What’s New • Employee Self-Evaluation • Immediate Supervisor’s review • Demo • Unit Head/Vice President review • President’s review • Demo • Next Steps – Key Dates

Workday 2020 Performance Management What Is Changing ü Competency Rating Scale ü Overall Rating Scale ü Reappointment Notifications • • Letter e. Signature ü Final documents stored in Workday What Is Not Changing X Review Periods X Evaluation Process X Reviewers and Approvers

NEW: Managerial Staff Competency Rating Scale Current Rating Scale q High Proficiency q Meets Expectations q Needs Improvement q Unacceptable Performance Proposed New Rating Scale q Significantly Exceeds Expectations q Exceeded Expectations q Achieved Expectations q Needs Improvement q Below Standards Ratings Assigned to Each Job Competency

NEW: Managerial Staff Overall Rating Scale Current Rating Scale Proposed New Rating Scale q High Performing q Outstanding q Meets Expectations q Exemplary q Needs Improvement q Satisfactory q Unacceptable Performance q Needs Improvement q Unsatisfactory Ratings Assigned to Overall Job Performance

Managerial/Professional Review Process § HR initiates the performance review in Workday § Automated workflow routes the review to employee to complete Self-Evaluation. SEE HANDOUT

Employee Self-Evaluation Inbox Item Allgood Help text contains instructions and due dates Employee completes self evaluation; uploads supporting documents, if any.

Immediate Supervisor’s Evaluation Immediate Supervisor has 4 steps to complete: 1. Complete a written assessment 2. Rate competencies 3. Make a reappointment recommendation 4. Provide an overall rating

Immediate Supervisor Step 1 Allgood 1. Provide a written assessment

Immediate Supervisor Step 2

Immediate Supervisor Step 3 3) Make a reappointment recommendation

Immediate Supervisor Step 4 4) Provide an Overall Rating Note: Employee will have an opportunity to acknowledge the Supervisor’s recommendation and review comments.

Managerial Employee & Supervisor view Demo Workday Confidential

Unit Head and Vice President Review & Approval Unit Head and Vice President will: • Review Employee and Immediate Supervisor assessments • Provide an overall rating • Make a reappointment recommendation • Complete a written assessment

President Approval & Recommendation President will: • Review all previous assessments • Make a recommendation decision v Employee receives an email notification of President’s decision and recommendation to the Board.

Workday Profile: Performance Reviews Allgood

Final Performance Review. PDF Document Allgood, Allgood

Managerial Employee Profile & Performance 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 Jan. /Feb. : Self-Evaluations submitted in Workday for Managerial Staff * Reviews started in Fall 2019 will continue using the existing process.