Performance Management FAQ

Performance Management FAQ


There are three sections on this page with relevant FAQ's:

  • Goal Setting
  • Year-End Appraisal
  • Feedback in Workday

Goals Setting FAQ

  • How do I set goals in Workday?

    If you're a UVA Health employee (including SOM and CMHSL), you set your goals using the Goal Setting Task in your Workday inbox. However, if you've already completed that task and wish to add or edit goals, you can follow the steps below.

    Academic employees can set, edit, or add additional goals at anytime in Workday. Navigate to your 'Individual Goals' page in the 'Performance' section of your profile:

    1. Click on your badge photo in the top left corner of your Workday profile
    2. From the drop down, click 'View Profile'
    3. Click the 'Performance' link in left-hand menu bar
    4. Click on the 'Individual Goals' tab at top of page
    5. Click the 'Edit' button at the bottom of the page
    6. Click the 'Add' button just above your goals to add a new goal - or click on a goal you wish to edit
    7. Click 'Submit' to send to your manager for approval (you can add/edit multiple goals before submitting to your manager so that they are delivered as "package" for your manager to review/approve)

    Anytime you add/edit a goal, it routes to your manager for approval when you click 'Submit.'

    Contact your manager for any additional goal requirements specific to your role or area of work, or review the 'Goal Setting' section of your entity specific performance management page.

    Goal Setting Resources
  • How many goals do I need to have?

    University-wide, a minimum of three and maximum of five goals are required. Contact your manager for any additional goal requirements specific to your role or area of work, or review the 'Goal Setting' section of your entity specific performance management requirements.

  • How do I add or edit a goal?

    You can add goals, and edit any that have been approved by your manager and appear on your 'Individual Goals' page in Workday, at anytime. Navigate to the 'Individual Goals' page in the 'Performance' section of your profile:

    1. Click on your badge photo in the top left corner of your Workday profile
    2. From the drop down, click 'View Profile'
    3. Click the 'Performance' link in left-hand menu bar
    4. Click on the 'Individual Goals' tab at top of page
    5. Click the 'Edit' button at the bottom of the page
    6. Click the 'Add' button just above your goals to add a new goal - or click on a goal you wish to edit
    7. Click 'Submit' to send to your manager for approval (you can add/edit multiple goals before submitting to your manager so that they are delivered as "package" for your manager to review/approve)

    Anytime you add/edit a goal, it routes to your manager for approval when you click 'Submit.'

    Contact your manager for any additional goal requirements specific to your role or area of work, or review the 'Goal Setting' section of your entity specific performance management page.

    Goal Setting Resources
  • How do I archive a goal?

    Navigate to the 'Archived Goals' page in the your Performance section of your Workday profile:

    1. Click on your badge photo in the top left corner
    2. From the drop down, click 'View Profile'
    3. Click the 'Performance' link in left-hand menu bar
    4. Click the 'Archived Goals' tab at the top of page
    5. Click the 'Archive Goals' button at bottom of screen
    6. Check the box(es) next to the goal(s) you wish to archive and click the 'Submit' button when finished. 

    Note: Goals pending approval by your manager, or currently included in your open appraisal or goal setting task cannot be archived. To remove goals from your evaluation or goal setting task, open the evaluation or task and click the 'X' in the right corner of each goal.  

  • Are Status and Category required for each goal?

    They are optional, often used for informational and reporting purposes. They can be updated at any time by editing a goal on the 'Individual Goals' page.

  • Can I add notes to my goals throughout the year?

    There is a comment box on each goal (little square chat box). Navigate to your 'Individual Goals' page in the 'Performance' section of your Workday profile:

    1. Click on your badge photo in the top left corner of your Workday profile
    2. From the drop down, click 'View Profile'
    3. Click the 'Performance' link in left-hand menu bar
    4. Click on the 'Individual Goals' tab at top of page
    5. Click on the comment box in the goal you wish to make notes on

    Note: Notes can be viewed by your manager, and your manager can add notes as well that you can view. Notes can also be viewed in the year-end appraisal.

  • I have goals I didn’t create, where did they come from?

    Your manager and upper leadership can cascade goals down to you. Managers can also view, add, edit, and archive goals in your profile. 

  • I submitted goals to my manager but don't see them in my 'Individual Goals' page.

    Your goals are likely pending approval from your manager. Connect with to see if they need anymore information from you to approve them. You can also check your 'Archived Goals' tab on the Performance page of your Workday to see if they were archived. 

  • Manager - How do I cascade a goal to my employees?

    Review the 'How-to Cascade Goals' job aid for specific instructions.

    Cascade Goals Job Aid
  • Manager - How do I add or edit goals for an employee?

    Navigate to your employee's Workday profile

    1. Click the 'Performance' link in left-hand menu bar
    2. Click on the 'Individual Goals' tab at top of page
    3. Click the 'Edit' button at the bottom of the page
    4. Click the 'Add' button just above their goals to add a new goal - or click on a goal you wish to edit
    5. Click 'Submit' 

    UVA Health Managers: If trying to edit goals in the Goal Setting task sent to your inbox, you will need to use the 'Send Back' button and have the employee make edits. Or you could click 'Submit,' and then use the steps above to edit the goals in their profile. If that task was already completed, follow the steps above to edit or add additional goals.

  • Manager - How do I track completion of a Goal Setting task (UVA Health only)?

    Use your 'My Team's Performance' app on your Workday home page, or follow the instructions in the 'How-to Run Performance and Goal Reports - Manager' job aid.

    How-to Run Performance and Goal Reports
  • Manager - How do I edit or add additional goals for an employee who has completed the Goal Setting Task?

    Navigate to your employee's Workday profile

    1. Click the 'Performance' link in left-hand menu bar
    2. Click on the 'Individual Goals' tab at top of page
    3. Click the 'Edit' button at the bottom of the page
    4. Click the 'Add' button just above their goals to add a new goal - or click on a goal you wish to edit
    5. Click 'Submit' 

Year-End Appraisal FAQ

  • How do I access and complete my evaluation?

    Login to your Workday profile and click on the inbox icon in the top right corner. Your evaluation will be labeled as 'Self Evaluation: [Appraisal Type]: [Your Name]'

    Note: Once you submit your self-evaluation to your manager, it will disappear from your inbox until it is completed by your manager and ready for you to acknowledge.

  • How do I add,edit, or remove a goal from my evaluation?

    When in the 'Performance Goals' section of your evaluation:

    • To add a goal: Click the 'Add' button (at the bottom of the section just after your last goal - you may need to scroll down to see it in your browser)
    • To edit a goal: Click anywhere on the goal and edit the boxes as needed
    • To remove a goal: Click on the 'X' in the top right corner of a goal (if you have a goal open to edit and don't see the 'X', try clicking the check box first in top right corner of goal)

    Note: Removing a goal from the evaluation does not permanently delete it - it just removes it from this specific evaluation. You can archive goals to prevent them from appearing in future evaluations.

    Visit the Goal Setting Resources page for assistance with writing goals.

    Goal Setting Resources
  • How do I archive a goal?

    Navigate to your Workday profile:

    1. Click on your badge photo in the top left corner
    2. From the drop down, click 'View Profile'
    3. Click the 'Performance' link in left-hand menu bar
    4. Click the 'Archived Goals' tab at the top of page
    5. Click the 'Archive Goals' button at bottom of screen
    6. Check the box(es) next to the goal(s) you wish to archive and click the 'Submit' button when finished. 

    Note: Goals pending approval by your manager, or currently included in an active appraisal or goal setting task cannot be archived. To remove goals from your evaluation or goal setting task, open the evaluation or task and click the 'X' in the right corner of each goal.

  • My overall rating in my self-evaluation says 'unsatisfactory,' how do I change it?

    The overall rating in the last section of your self-evaluation is based on Workday’s real-time auto-calculation from the values you enter into the Weight and Rating fields for each goal. Each time you add a whole number weight and select a rating for a goal, the calculation updates.

  • How do I make changes after I've submitted my self-evaluation?

    You can ask your manager to send your evaluation back to you (there is a 'Send Back' option in the manager appraisal). If your manager is unable to send it back, contact your HRBP or email askhr@virginia.edu for assistance.

  • Why am I not able to submit my evaluation?

    There are four requirements for a successful submission of an evaluation:

    1. A minimum of 3 goals and a maximum of 5 goals are required
    2. Each goal must have a whole number weight assigned
    3. The total of all goal weights must equal 100%
    4. Each goal must have an assigned rating
  • I transfered positions during the appraisal year, which goals do I include?

    Workday allows your manager to send a copy of your evaluation to other managers to comment on each of your goals. You will later be able to view those comments, with your managers, in the final version of your appraisal. Depending on when you transferred, you may include goals from your prior position and ask your manager to get feedback from your prior manager, or only include goals related to your new position. Discuss with your manager or contact your HR Business Partner if you are uncertain which goals to use.

  • What is the rating scale?

    See the 'Ratings Scale' section of the general resources page:

    General PM Resources
  • How is the overall rating calculated?

    [ (G1: Rating x Weight)+(G2: Rating x Weight)+(G3: Rating x Weight)… ] / 100 = Rating

    G1, G2, G3 = Goal 1, 2, 3, etc.

    Your ‘Overall Rating’ will be based on where in the rating scale your calculated rating falls.

    UVA Health and CCL Nurse appraisals: Each section will have a weighting preset (ex: Goal section 50% / ASPIRE section 50%) that also plays into the overall rating calculation. 

  • If I'm on a leave of absence or disciplinary warning, do I complete an appraisal?

    In general, you will complete your appraisal when you return from leave, or come off disciplinary probation. As each case can be unique, please contact your HR Business Partner to discuss how your situation impacts completing your evaluation.

  • How to I view a previous appraisal?

    Navigate to your profile page in Workday:

    1. Click your badge picture in the top right corner
    2. Click 'View Profile' from the drop down 
    3. Click on 'Performance' in the left-hand menu
    4. Click on the 'Performance Review' tab at the top of the page
    5. Click on the 'View' or 'Print PDF' button for the prior appraisal listed you wish to view.
  • Can I opt-out of completing my self-evaluation?

    Academic employees may elect not to complete their self-evaluation. However, it is strongly recommended you complete your self-evaluation, or at a minimum, talk with your manager about your concerns completing your self-evaluation. If you still wish to opt-out, contact askhr@virginia.edu and an HR team member will advance your evaluation to your manager. 

    Eligible Medical Center employees are required to complete their self-evaluations.

  • Manager - Why don't I see some of my employees appraisals?

    Managers do not get an employee's appraisal until they have submitted their self-evaluation in Workday. Please note, after an employee submits their self-eval, the following will appear in your workday inbox:

    • A 'Get Additional Manager Evaluation' inbox item appears first; this is an optional step that allows you to send a copy of the employee's self-eval to another manager where they can view and provide comments on each goal. The comments will update in the appraisal while you are completing it and will be seen by the employee in the final review. Follow the help text instructions when opening this item to utilize or skip the form.
    • After you've submitted or skipped the 'Get Additional Manager Evaluation' item, the appraisal will appear as 'Complete Manager Evaluation' for that employee in your Workday inbox (you made need to refresh your inbox/page to see it).
  • Manager - How do I add a new or cascaded goal into my employee's appraisal?

    When in the appraisal, click the ‘Add’ button located at bottom of the 'Performance Goals' section and enter in the goal information.

    To add a cascaded goal:

    1. After clicking the 'Add' button, click ‘Use Existing Goal'
    2. Click the ‘blue lines’ icon in the Search box that appears to get a drop-down list
    3. Select the first category and first goal you would like to add
    4. Save the addition by clicking ‘gray check mark’ icon at far right of the goal title
  • Manager - How do I send back an appraisal for an employee to edit?

    If you opened the evaluation via 'Summary Editor,' look for the 'Send Back' button at the bottom of your screen.

    If you opened the evaluation via 'Guided Editor,' navigate to the 'Summary' page by clicking on the drop down list just above the orange progress bar, then chose 'Summary' page. Look for the 'Send Back' button at the bottom of your screen.

  • Manager - How do I make changes to an appraisal after its been approved by the secondary approver?

    Contact your HRBP or askhr@virginia.edu requesting to have the appraisal send back to the manager evaluation step where you can edit it again.

  • Manager - How can I view a previous year appraisal for an employee?

    1. Navigate to your employee's profile
    2. Click on 'Performance' in the left-hand menu
    3. Click on the 'Performance Review' tab at the top of the page
    4. Click on the 'View' or 'Print PDF' button for the prior appraisal listed you wish to view.

    If you wish to view an older appraisal from the Lead@ legacy system, please contact askhr@virginia.edu with your request.

  • Manager - My employee transferred to me during the appraisal period, am I responsible for completing their appraisal?

    The current manager is responsible for completing an employee's appraisal. There is an option to have other managers provide an evaluation in addition to yours; after an employee submits their self-evaluation, the first step item that appears in your Workday inbox is an optional* 'Get Additional Manager Evaluation' task. Use this task to send a copy of the employee's appraisal to another manager(s). You will be able to work on the evaluation while waiting on the additional managers input.

    Your employee may include goals from their prior position and their current depending on when the transferred occurred. Contact your HR Business Partner if you have concerns about completing an employee's appraisal.

    *If you skip this step, it will not be available again and we cannot manually generate it on the back end.

  • Manager - I can't edit an appraisal.

    Two things could be happening:

    1. You're viewing the 'Get Additional Manager Evaluation' option. This option appears first after an employee submits their self-eval to you. Follow the instructions on the screen on how-to utilize this option or skip it.
    2. The appraisal is in the manager final review/acknowledgment step. If you can see the ratings and comments you and your employee entered into the appraisal, but cannot edit them, then the appraisal is in this step. You will have a box at the top of the appraisal to acknowledge the form. However, if you wish to make edits you will need HR to move the appraisal back to the step that allows you to make edits and adjust ratings. Email askHR@virginia.edu to make this request.

Feedback FAQ