Performance assessment
Assessment is a formal process by which a supervisor assesses an employee’s past performance, provides feedback, plans with them for future performance, and identifies areas for professional and personal growth. The process also ensures accountability and excellence in the delivery of service, improves team performance, and aids in assessing staffing and budget planning. Assessments are also part of the accreditation process, adding additional importance to their timely completion. All required assessment forms are embedded in the Workday Assessment Process. You will receive a notification and task in Workday 90 days before an assessment due date.
Roles and responsibilities
Managers should have regular one-on-one meetings (quarterly at a minimum) throughout the year to discuss job performance with each of their direct reports so there are no surprises in the assessment. Performance assessment must be done with mutual respect and understanding. Assessments must be fair, objective, job-based and focused on improving performance.
Performance measure descriptions
Workday quick resource guides
- Managers:
- All employees:
- Complete my self evaluation for my performance review
- Set, update, and manage your goals: how to create new goals, edit, update progress, and archive goals.
Assessment sessions and recordings
- Management, confidential and classified:
- Recorded training session: Assessments in Workday
- Recorded training session: Goals in Workday
- Faculty and academic professional:
- Classification-specific Workday assessment sessions coming soon
- Assessment tool: Continuous faculty assessment process checklist
- Assessment tool: Probationary faculty assessment process checklist
- Part-time faculty: at this time, part-time faculty assessments will continue to be submitted through PASS
Part-time faculty assessment Due Forms Submission method Initial assessment By end of second term PASS Second / third year assessment Annually during second and third years Post-third year assessment Once every three years after third year Multi-year contract assessment In second year of contract
Naming conventions
When saving your assessment documents, please use the following naming convention:
- Supervisor assessment form: Employee last name_Employee first name_SupvAssessment_assessment due date. Example: Smith_Jane_SupvAssessment_03312021.pdf
- Self assessment form: Employee last name_Employee first name_SelfAssessment_assessment due date. Example: Smith_Jane_SelfAssessment_03312021.pdf
- Employee responsibilities and goals form: Employee last name_Employee first name_Goals_assessment due date. Example: Smith_Jane_Goals_03312021.pdf