Manager & Employee Meeting
Once the Manager receives a “to-do” task in Workday Inbox to meet with their employee about the employee’s evaluation, they can feel assured that the evaluation has gone through the appropriate approvals and it’s okay to meet with the employee. Up to this point the employee cannot yet see the manager comments and ratings. The manager should prepare by pulling up the evaluation on the computer, so that they can walk through the document together during the meeting.
If you are the current manager, but not the majority manager, the majority manager should be included in the meeting with the employee about their performance evaluation.
Feedback will not appear on any printed evaluation. If you would like to present solicited feedback to the employee, print the Feedback Requested report before the meeting.
Video demo of making changes, signing off, viewing and printing
Printing Employee Evaluation
From the Team Performance worklet,
a. Click Print Evaluation
b. Enter/Select your employee’s name.
c. Select the evaluation you want to view.
d. Click OK.
e. The PDF will be generated and available in a few moments in your Notifications.
f. Click the PDF link within the Notification and it will be displayed within your browser.
g. You can then print and/or save the PDF.
The manager can also print out hard copies if desired, being cautious about printing the document on shared printers.
Below are additional details to help you prepare for the evaluation meeting with the employee.
Sample Performance Discussion Meeting Agenda
The following is a sample agenda to help guide your discussions. Feel free to use whatever format and timeframes you think make the most sense for you and your staff, as long as all components are covered. You may break the meeting up into two parts if needed or desired.
10 mins |
Set the Stage: |
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30 mins |
Looking Back: |
40 mins |
Looking Forward: |
10 mins |
Closing: |
Detailed Guide – Sample Performance Evaluation Discussion
Set the Stage |
• Use this time to create a supportive environment for the discussion, and align on expectations about the meeting and what you plan to cover. |
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Looking Back |
• The purpose of this time is to review performance for this past year. |
Looking Forward |
• This is an opportunity to find out what motivates the individual, and to assist the person in identifying a career path or professional growth while at CCA. |
Wrap Up |
• Taking into consideration all of the information you’ve gathered and discussed, recap the meeting by going over the summary and what you have agreed upon. |