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Performance Management

The performance review process is an opportunity for employees to partner with their managers to establish goals that align with unit or team objectives and support the development of the individual as well as the success of the organization. During this process, managers and employees establish goals and manage performance through frequent and ongoing review and feedback to ensure expectations are clear and objectives are on track. 


The effectiveness of the performance review process is reliant on the level of engagement of both the manager and employee. When done well, the performance review process results in both parties having a(n):

  • shared set of expectations for the year
  • clear understanding of performance and progress toward goals throughout the year
  • opportunity to strengthen their working relationship through regular discussions
  • ability to directly impact the success of the organization
  • commitment to focus on the personal and career development of the employee

The program consists of four phases:

  1. Prepare 
  2. Set Goals (Start of Year)
  3. Manage Goals
  4. End of Year Review

Timeline for the Performance Review Cycle:

Performance Management Cycle
Dates Actions 
Start End Process Step Employee  Manager 
April 1  April 30 Set Goals outside of Workday
Discuss Job Tasks
Cascade Goals
Works with manager to set goals
Works with manager to discuss job tasks
Cascade Unit Goals
May 1 May 31 Set Content (Setting Goals) Enter goals into Workday Approve Goals in Workday
June 1 February 14 Manage Goals Reviews/updates/adds goals in Workday
Documents conversations
Approves updated/added goals in Workday
Documents conversations
February 14 February 28 Self-evaluation Completes self-evaluation in Workday; submits to manager  
March 1 March 8 Get additional manager evaluation Request additional manager evaluation or skips task
March 24 March 31 Complete manager evaluation   Enter ratings/comments into Workday
March 28 March 31 Manager Acknowledgement   Manager acknowledges in Workday
March 26 March 31 Employee Acknowledgement Employee acknowledges in Workday  
April 1 April 2 Close Workday    


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