Advancement Appraisal Timeline

The University actively encourages the ongoing personal and professional development of all employees. The annual Performance Management process supports this goal through performance planning, coaching and feedback, and an annual performance appraisal. Review the suggested timeline, and reach out to the Solution Center with concerns and questions. 

Remainder of 2019

  1. October 21, 2019

    Appraisals complete and "acknowledged" in Workday.

    Completed appraisals include an overall rating that both manager, as well as employee, must "acknowledge." Any final comments may be included.

  2. November 11, 2019

    Goal setting task available.


  1. December 13, 2019

    Goal approval must be completed by manager.

Upcoming in 2020

  1. May 15, 2020

    Peer review (called "feedback" in Workday) is due. Learners get feedback on self; Managers get feedback on workers. 

    Only manager-approved goals and feedback/peer review marked ‘Share with others’ will auto-import.

  2. June 1, 2020

    Appraisal phase begins.

  3. June 3, 2020

    Advancement Self Evaluations launch to Workday Inbox.

    Only manager-approved goals and feedback/peer review marked ‘Share with others’ will auto-import.

  4. July 19, 2020

    Self evaluations are due.

  5. July 20, 2019

    Submit performance appraisal to Secondary Reviewer.

    Secondary Reviewer is your manager of record's supervisor at the time you click the ‘Submit’ button.

    Contact the Solution Center at if this task needs to be reassigned to another manager.

  1. August 10, 2019

    Secondary Reviewer must submit approval.

    Managers may schedule an Appraisal Review Meeting with employees.

  2. August 16, 2020

    Submit Self-Appraisals.

    Automatically routes to your manager of record when you click the ‘Submit’ button.

  3. August 24, 2019

    Appraisal Review meetings are due.

  4. August 31, 2020

    Appraisals are due.

Completing Appraisals In Workday

Performance appraisals are conducted electronically using Workday. To access and complete Self Evaluation:

  • Log in to Workday
  • Open your Workday Inbox located in the upper right corner.
  • Click on the "Self Evaluation" task, and click "Go to Summary Editor."
  • Complete and submit for manager approval.

Use the Workday Job Aids below and on the Workday Training site for assistance.

 Alignment Touchpoint and Self Appraisal MANAGER APPROVE GOALS Manager: Add, Edit, Discontinue Goals Employee: Add, Edit, Discontinue Goals Employee: Alignment Touchpoint and Self-appraisal Performance Cycle Overview

Guidance For Managers

Performance appraisals are due on August 31, 2020. Please ensure you are prepared to assist and guide your teams through the performance appraisal process. 


    On May 15, 2019, goals must be submitted and leader approved.

    As a manager, please: 

    1. Run the "Worker Goals" report, and ensure direct reports submit at least three manager-approved goals. You can see indirect reports by including "subordinate organizations."
    2. (Optional) Ensure direct reports receive feedback from at least one peer or colleague. "Get Feedback on Self" or "Get Feedback on Worker."
    3. Remind employees to upload pertinent performance example documents and emails to their Workday Profile. Access Workday Profile by clicking user icon in top right, select "View Profile," and click "Overview" in left navigation bar. Click "Documents" in the gray bar that appears at the top. Follow upload instructions.
  • Guidance for managers (June-October)

    Employees should submit self evaluations by August 16, 2020.

    As a manager, please:

    1. Remind team members to begin their self evaluations accessed in the Workday Inbox on June 3. Employees should use the Summary Editor.
    2. Encourage employees to submit their self evaluations by August 16.
    3. Run your "Employee Review Details" report for the "Advancement Year-End Appraisal" template on a weekly basis to monitor progress. Important columns are "Awaiting Persons," which lists team members who must take action, and "Business Process Awaiting Action," which lists the task that requires action.
    4. Regularly monitor your Workday Inbox for the "Get Additional Manager Evaluation" task, which arrives after team members submit self evaluations. Send (or skip if not applicable). Refresh your browser, locate the "Manager Evaluation," and click "Go to Summary Editor" to submit.

Rating Scales

The Academic Division follows an overall rating scale, while the Health System follows a three-point rating scale.

Learn More