The Annual Performance Review: A Management Tool
The annual performance review is a time for you to get together with your manager to discuss your performance during the July 1 – June 30 fiscal year, and align on goals and expectations for the upcoming year. Ultimately, the intent is to ensure employees receive feedback and information to help maximize their job performance. This year, we have simplified the performance evaluation form to reflect the unexpected changes for many staff to their position responsibilities and annual goals, due to the pandemic.
Staff performance is based on both what we accomplish and the manner in which we work. This is why both work accomplishments and areas of strength are considered in the review process, as well as identifying key areas for growth and development. Although annual reviews are a formal process, they are an example and accumulation of the informal conversations that should be occurring on a regular basis.
To learn about what's new on the performance evaluation form this year, and how to set clear goals for the next performance year, please view the Performance Evaluation Webinars found here.
Performance Evaluation Process in Workday
- HR launches the performance review process. This results in the Self Evaluation task showing up in your Workday inbox. Your manager also receives a task to complete your evaluation at the same time.
- The first step is for you complete your self-evaluation. Then it is your manager’s turn to add their input to your evaluation, incorporating feedback collected from targeted members of the CCA community.
- Your evaluation then routes to your department’s leadership and Human Resources for review and approval.
- Your manager will then schedule time with you for a face-to-face discussion, after which you will have the opportunity to review and sign off on the finalized evaluation.
Completing the Employee Self-Evaluation
Before starting your evaluation...
- Get a copy of your job description. Your performance evaluation will be based on the job duties listed there, so work with your manager to ensure it’s updated.
- Review your past performance evaluation, if you have one. Be sure to look at your past goals.
- Think about areas of professional growth and goals that you would like to pursue.
- Think about areas where your manager could support you.
- Think about who could be a source of feedback for your evaluation and share with your manager.
Overview: Self-evaluation Form
The below image provides an overview of the self-evaluation review form. Each section is described in more detail in the Self-Evaluation Guide for Performance Reviews. This year, the only rating provided will be the Overall Performance Rating, which will reflect your overall performance for the past year. You and your manager will select from two options: Overall Performance is On Track or Overall Performance is Not On Track.
The Goals section is another key section in the review form and encourages you to add goals for the upcoming year. If you created goals last year, you should reference your goals from the last evaluation cycle in the Work Accomplishments/Areas of Strength section of the review form.