{"id":410,"date":"2025-08-15T09:06:00","date_gmt":"2025-08-15T14:06:00","guid":{"rendered":"https:\/\/uwm.edu\/workday\/?p=410"},"modified":"2025-08-15T09:06:02","modified_gmt":"2025-08-15T14:06:02","slug":"annual-performance-evaluations-in-workday","status":"publish","type":"post","link":"https:\/\/uwm.edu\/workday\/annual-performance-evaluations-in-workday\/","title":{"rendered":"Annual Performance Evaluations in Workday"},"content":{"rendered":"\n<p>On July 28, the annual performance evaluation process was launched in Workday. All managers and supervisors received a task in Workday to begin the evaluation. Below you will find additional information, resources and tools to support supervisors and employees as we transition to Workday\u2019s Performance Management program.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-standardized-process\">Standardized Process<\/h2>\n\n\n\n<p>Annual performance evaluations for Non-Instructional Academic Staff, University Staff and Limited Appointees are now required to be completed in Workday. The following changes are effective July 2025:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Consistent performance rating scale.\u00a0<\/li>\n\n\n\n<li>Standardized templates, with written goals, self-evaluation and standard timeline.\u00a0<\/li>\n\n\n\n<li>Annual performance evaluations will be initiated in July and will rate performance for the prior 12-month period or fiscal year (July 1 to June 30).\u00a0\u00a0<\/li>\n\n\n\n<li>Annual performance evaluations must be completed by Oct. 1.<\/li>\n<\/ul>\n\n\n\n<p>All UW campuses will use the same performance review rating scales within Workday:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Failing to Meet Expectations\u00a0<\/li>\n\n\n\n<li>Partially Meeting Expectations\u00a0<\/li>\n\n\n\n<li>Meeting Expectations\u00a0<\/li>\n\n\n\n<li>Exceeding Expectations<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2025-timeline\">2025 Timeline<\/h2>\n\n\n\n<p>For 2025, the Workday Performance Management process will be modified and abbreviated as we transition from our current process and timelines to the Workday process. The Workday Performance Management process has a deadline of\u00a0<strong>Oct. 31, 2025<\/strong>.<\/p>\n\n\n\n<p>In this pared-down launch, managers will not be required to complete a full performance evaluation. However, managers should be prepared to complete the following:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add, edit and delete job responsibilities. Job responsibilities are automatically loaded from the standard job description otherwise known as the TTC job title.\u00a0\u00a0<\/li>\n\n\n\n<li>Identify goals for the 2026 Fiscal Year (July 1, 2025, to June 30, 2026).\u00a0<\/li>\n\n\n\n<li>Choose an Overall Rating for 2025 Fiscal Year (primarily based on evaluation completed in the prior performance cycle, due April 30, 2025).\u00a0<\/li>\n\n\n\n<li>Note: For this initial year, \u201cPartially Meeting Expectations\u201d will be the minimum threshold for establishing solid performance.\u00a0<\/li>\n\n\n\n<li>Upload existing performance evaluations (optional).<\/li>\n<\/ul>\n\n\n\n<p>Employees will have an opportunity to complete or upload their self-evaluation from the prior evaluation period due April 30, 2025.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-next-steps\">Next Steps<\/h2>\n\n\n\n<p>The annual evaluation will be initiated by the assigned supervisor\/manager. Performance Management Tasks will be found under \u201cAwaiting your Action\u201d on your Workday homepage.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/page.php?id=147365\" target=\"_blank\" rel=\"noreferrer noopener\">Manager Tasks in Performance Reviews \u2013 Manager<\/a>\u00a0\u00a0\u00a0<\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/page.php?id=148344\" target=\"_blank\" rel=\"noreferrer noopener\">Employee Tasks in Performance Reviews \u2013 Employee<\/a><\/li>\n<\/ul>\n\n\n\n<p>For employees holding multiple appointments, the evaluation will be managed from the primary job, with a separate task to \u201cRequest Feedback\u201d from the supervisor for the secondary role. The FY26 responsibilities and goals will remain in Workday for use during the July 2026 annual performance evaluation period.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluations-for-other-employee-types\">Evaluations for other employee types<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Faculty and Instructional Academic Staff performance evaluations will remain unchanged for this fiscal year.\u00a0\u00a0<\/li>\n\n\n\n<li>Student Assistant, Employee-in-Training and short-term (less than one year) University Staff and Academic Staff positions have an option to use an annual ad-hoc evaluation.\u00a0<\/li>\n\n\n\n<li>Performance evaluations for Student Hourly and Contingent Workers are not completed in Workday.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-additional-resources\">Additional Resources<\/h2>\n\n\n\n<p>Workday KnowledgeBase:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/151089\" target=\"_blank\" rel=\"noreferrer noopener\">Performance Reviews Overview<\/a>\u00a0<\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/page.php?id=147367\" target=\"_blank\" rel=\"noreferrer noopener\">Launching a New Employee Goals and Expectations Review<\/a>\u00a0<\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/page.php?id=148947\" target=\"_blank\" rel=\"noreferrer noopener\">Launching a Probation Final Performance Review<\/a>\u00a0<\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/148951\" target=\"_blank\" rel=\"noreferrer noopener\">Responding to a Give Feedback Request \u2013 Manager<\/a><\/li>\n<\/ul>\n\n\n\n<p>Performance management training:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Productive Performance Management:<\/strong>\u00a0A resource tool and refresher session for managers.\u00a0<a href=\"https:\/\/uwm.edu\/hr\/professional-development\/access-productive-performance-management-presentation\/\" target=\"_blank\" rel=\"noreferrer noopener\">Access the course recording at this link<\/a>.\u00a0\u00a0<\/li>\n\n\n\n<li><strong>\u201cPerformance Management: Setting Goals and Managing Performance\u201d<\/strong>: A LinkedIn Learning session for managers, accessible via\u00a0<a href=\"https:\/\/www.myworkday.com\/wisconsin\/learning\" target=\"_blank\" rel=\"noreferrer noopener\">Workday Learning<\/a>.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>On July 28, the annual performance evaluation process was launched in Workday. All managers and supervisors received a task in Workday to begin the evaluation. Below you will find additional information, resources and tools to support supervisors and employees as &hellip;<\/p>\n","protected":false},"author":13719,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","uwm_wg_additional_authors":[]},"categories":[12],"tags":[],"class_list":["post-410","post","type-post","status-publish","format-standard","hentry","category-updates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Annual Performance Evaluations in Workday - Workday@51ÁÔÆæ<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/uwm.edu\/workday\/annual-performance-evaluations-in-workday\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Annual Performance Evaluations in Workday\" \/>\n<meta property=\"og:description\" content=\"On July 28, the annual performance evaluation process was launched in Workday. 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