{"id":6057,"date":"2026-05-14T15:23:18","date_gmt":"2026-05-14T20:23:18","guid":{"rendered":"https:\/\/uwm.edu\/hr\/?page_id=6057"},"modified":"2026-05-14T15:24:46","modified_gmt":"2026-05-14T20:24:46","slug":"performance-evaluations-in-workday","status":"publish","type":"page","link":"https:\/\/uwm.edu\/hr\/policies\/performance-management-guidelines\/performance-evaluations-in-workday\/","title":{"rendered":"Performance Evaluations in Workday"},"content":{"rendered":"\n
\n
\n

University Staff, Academic Staff (non-instructional) and Limited Appointees are required to complete performance evaluations in Workday. There are multiple performance processes that follow the employee\u2019s life cycle.<\/p>\n<\/div>\n\n\n\n

<\/div>\n<\/div>\n\n\n\n
\n\n\n\n
\n
\n

Performance Evaluation Types in Workday<\/h2>\n\n\n\n

The following evaluation types are included in Workday. These are utilized for University Staff (ongoing and project), Non-Instructional Academic Staff, and Limited Appointees.<\/p>\n\n\n\n

<\/div>\n\n\n\n
Type<\/th>Description<\/th>When Launched<\/th><\/tr><\/thead>
New Employee Goals and Expectations<\/td>Confirm\/update job responsibilities and expectations.

Establish goals for the first six months of employment.<\/td>		Launched within first 30 days of employment.<\/td><\/tr>
Probation Final Evaluation<\/td>Assess performance of responsibilities and goal progress within first six months.

Determine if standards have been met to pass probation.<\/td>		Launched prior to end of probationary period or within 6 months of employee\u2019s start date.<\/td><\/tr>
Annual Evaluation<\/td>Annual review of performance expectations and goals.

Establish goals for upcoming year.<\/td>		Launched July 1 for the prior Fiscal Year (July 1 to June 30). Due September 30.<\/td><\/tr>
Ad-hoc\/Limited Use Evaluation<\/td>Utilized to document performance for Temporary University Staff\/Academic Staff (less than one year), Employees-in-Training, and Student Assistants.<\/td>Can be launched up to once a year by an HR Business Partner.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
<\/div>\n<\/div>\n\n\n\n
<\/div>\n<\/div>\n\n\n\n
\n\n\n\n
\n
\n

Annual\/Probationary Evaluation Workflow<\/h2>\n\n\n\n

Once launched, the Annual and Probationary Evaluations follow the same workflow in Workday. The Probationary Evaluation will be launched by the HR Business Partner. The Annual Evaluation is launched en masse on an annual basis to all eligible employees.<\/p>\n\n\n\n

<\/div>\n\n\n\n
\n
\n

Manager<\/h3>\n\n\n\n

Update responsibilities<\/p>\n\n\n\n

Update goal status, add goals for upcoming year<\/p>\n<\/div>\n\n\n\n

\n

Employee<\/h3>\n\n\n\n

Assess performance on responsibilities<\/p>\n\n\n\n

Answer discussion questions<\/p>\n\n\n\n

Update goal status, add goals<\/p>\n\n\n\n

Uploading supporting documents, if needed<\/p>\n<\/div>\n\n\n\n

\n

Manager<\/h3>\n\n\n\n

Assess performance on responsibilities<\/p>\n\n\n\n

Answer discussion questions<\/p>\n\n\n\n

Comment on goal progress<\/p>\n\n\n\n

Upload supporting documents, if needed<\/p>\n\n\n\n

Choose Overall Performance Rating<\/p>\n\n\n\n

Hold performance meeting with employee<\/p>\n<\/div>\n\n\n\n

\n

Employee<\/h3>\n\n\n\n

Acknowledge receipt of information<\/p>\n<\/div>\n<\/div>\n\n\n\n

<\/div>\n\n\n\n

Employees with multiple jobs must complete an additional task to request feedback from managers of their non-primary job. This feedback will be included in the annual evaluation. The manager of the primary job will have access to this information.<\/p>\n<\/div>\n\n\n\n

<\/div>\n<\/div>\n\n\n\n
\n\n\n\n
\n
\n

Annual\/Probationary Evaluation Template<\/h2>\n\n\n\n

All UW employees within eligible job categories follow the same evaluation criteria.<\/p>\n\n\n\n

<\/div>\n\n\n\n
 <\/td>Employee Evaluation<\/th>Manager Evaluation<\/th><\/tr><\/thead>
Job Responsibilities<\/strong><\/td>Review and Comment on Performance of Job Responsibilities.<\/td>Review and Comment on Performance of Job Responsibilities.<\/td><\/tr>
Discussion Questions \u2013 Job Engagement<\/strong><\/td>Which of your accomplishments in this review period make you most proud?

What would help you achieve higher performance in your role? Please mention any barriers that may be impacting your progress.

What new knowledge, skills, activities, or projects are you interested in pursuing to help advance your work performance?<\/td>		What have you observed?

What resources, guidance, and support can you offer?

What knowledge, skills, activities, or projects would you suggest that would advance performance in this role?<\/td><\/tr>
Goals<\/strong><\/td>Review and Update Goals<\/td>Comment on Goal Progress<\/td><\/tr>
Supporting Documents<\/strong><\/td>Upload Supporting Documents<\/td>Upload Support Documents<\/td><\/tr>
Overall<\/strong><\/td><\/td>Update Overall Performance Rating

Failing to Meet Expectations
Partially Meeting Expectations
Meeting Expectations
Exceeding Expectations<\/td><\/tr>
Acknowledgement<\/strong><\/td><\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
<\/div>\n<\/div>\n\n\n\n
<\/div>\n<\/div>\n\n\n\n
\n\n\n\n
\n
\n

Resources<\/h2>\n\n\n\n

All UW employees within eligible job categories follow the same evaluation criteria.<\/p>\n\n\n\n