{"id":1083,"date":"2026-07-31T01:18:54","date_gmt":"2026-07-30T19:18:54","guid":{"rendered":"https:\/\/www.ssec.wisc.edu\/researchsupport\/?page_id=1083"},"modified":"2026-08-25T19:32:52","modified_gmt":"2026-08-25T13:32:52","slug":"annual-evaluations-step-by-step-guide","status":"publish","type":"page","link":"https:\/\/www.ssec.wisc.edu\/researchsupport\/annual-evaluations-step-by-step-guide\/","title":{"rendered":"Annual Evaluations Step by Step Guide"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">This document is a tool to guide managers through completing an Annual Evaluation in Workday.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Considerations<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Annual Evaluations will launch automatically on July 1, 2026.<\/li>\n\n\n\n<li>Annual Evaluations must be fully completed by September 23, 2026.<\/li>\n\n\n\n<li>The Annual Evaluation covers the time period of July 1, 2025 &#8211; June 30, 2026<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">New for 2026 Annual Performance Reviews<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Two manager steps were removed from the evaluation process in Workday and were replaced as notifications:\n<ul class=\"wp-block-list\">\n<li>&#8220;To-Do &#8211; Schedule Review Discussion&#8221;<\/li>\n\n\n\n<li>&#8220;Manager Acknowledgment&#8221;<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>The employee will no longer rate individual responsibilities<\/li>\n\n\n\n<li>The manager will no longer rate individual responsibilities and comments are now optional\n<ul class=\"wp-block-list\">\n<li>It is best practice for supervisors to provide comments with detailed examples of employee accomplishments, contributions, and areas of growth to support meaningful performance discussions.<\/li>\n\n\n\n<li><a href=\"https:\/\/hr.wisc.edu\/hr-guides\/for-managers-and-supervisors\/manager-writing-guide-for-performance-review-comments\/\">Manager Writing Guide for Performance Review Comments<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Employees and Managers will answer Job Engagement Questions within the Annual Evaluation.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Performance Management Process Details<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"565\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image.png\" alt=\"\" class=\"wp-image-1151\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image.png 1000w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image-300x170.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image-766x433.png 766w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n<div class=\"alignnone\"><style>#sp-ea-1084 .spcollapsing { height: 0; overflow: hidden; transition-property: height;transition-duration: 300ms;}#sp-ea-1084.sp-easy-accordion>.sp-ea-single {margin-bottom: 10px; border: 1px solid #e2e2e2; }#sp-ea-1084.sp-easy-accordion>.sp-ea-single>.ea-header a {color: #444;}#sp-ea-1084.sp-easy-accordion>.sp-ea-single>.sp-collapse>.ea-body {background: #fff; color: #444;}#sp-ea-1084.sp-easy-accordion>.sp-ea-single {background: #eee;}#sp-ea-1084.sp-easy-accordion>.sp-ea-single>.ea-header a .ea-expand-icon { float: left; color: #444;font-size: 16px;}<\/style><div id=\"sp_easy_accordion-1785438357\"><div id=\"sp-ea-1084\" class=\"sp-ea-one sp-easy-accordion\" data-ea-active=\"ea-click\" data-ea-mode=\"vertical\" data-preloader=\"\" data-scroll-active-item=\"\" data-offset-to-scroll=\"0\"><div class=\"ea-card sp-ea-single\"><h3 class=\"ea-header\"><a class=\"collapsed\" id=\"ea-header-10840\" role=\"button\" data-sptoggle=\"spcollapse\" data-sptarget=\"#collapse10840\" aria-controls=\"collapse10840\" href=\"#\" aria-expanded=\"false\" tabindex=\"0\"><i aria-hidden=\"true\" role=\"presentation\" class=\"ea-expand-icon eap-icon-ea-expand-plus\"><\/i> Step 1: Set Review Content (Manager)<\/a><\/h3><div class=\"sp-collapse spcollapse spcollapse\" id=\"collapse10840\" role=\"region\" aria-labelledby=\"ea-header-10840\"> <div class=\"ea-body\"><h2>Task Details<\/h2><p><strong>Assigned To: <\/strong>Manager<\/p><p><strong>Workday Task List: <\/strong>Set Review Content: [Evaluation Type and Year] : [Employee Name]<\/p><table style=\"border-collapse: collapse;border-width: 1px;border-color: #ecf0f1;width: 100%\"><caption><h3>Instructions: Set Review Content<\/h3><\/caption><colgroup><col style=\"width: 49.9665%\" \/><col style=\"width: 49.9665%\" \/><\/colgroup><tbody><tr><th style=\"background: #ba372a;color: #fff;border-color: #ecf0f1;text-align: center\" scope=\"row\"><h4>Instructions<\/h4><\/th><th style=\"background: #ba372a;color: #fff;border-color: #ecf0f1\" scope=\"row\"><h4 style=\"text-align: center\">Screenshot<\/h4><\/th><\/tr><tr><td style=\"border-color: #ecf0f1\"><ol><li>Once launched by HR, the manager will receive a task in Workday. Click on the <strong>My Tasks<\/strong> (inbox icon) to navigate to your task list.<\/li><\/ol><\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1163 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-TaskInbox-300x176.png\" alt=\"\" width=\"300\" height=\"176\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-TaskInbox-300x176.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-TaskInbox-768x450.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-TaskInbox.png 776w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/td><\/tr><tr><td style=\"border-color: #ecf0f1\"><p style=\"padding-left: 40px\">2. Select the <strong>Set Content: [Evaluation Name and Year] <\/strong>task for the employee you are working on and click the <strong>Get Started <\/strong>button.<\/p><\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1162 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/2-SetReviewContentTask-300x117.png\" alt=\"\" width=\"300\" height=\"117\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/2-SetReviewContentTask-300x117.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/2-SetReviewContentTask-1024x399.png 1024w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/2-SetReviewContentTask-768x299.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/2-SetReviewContentTask-1536x598.png 1536w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/2-SetReviewContentTask.png 1682w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/td><\/tr><tr><td style=\"border-color: #ecf0f1\"><p style=\"padding-left: 40px\">3. The employees job responsibilities will pull into the <strong>Job Responsibilities <\/strong>window from the most previous completed evaluation in Workday (i.e. Midpoint or Summary Probationary evaluation). <span style=\"text-decoration: underline\">These responsibilities should match what is shown in the Standard Job Description (SJD)<\/span>.<\/p><p style=\"padding-left: 40px\">Manager should:<\/p><ul><li style=\"list-style-type: none\"><ul><li>add any unique responsibilities that are part of the employee&#8217;s job as a new responsibility.<\/li><li>delete any responsibilities that do not apply to the employee&#8217;s job.<\/li><\/ul><\/li><\/ul><p style=\"padding-left: 40px\">Managers should NOT:<\/p><ul><li style=\"list-style-type: none\"><ul><li>\u00a0rewrite job responsibilities from what pulls from the SJD.<\/li><\/ul><\/li><\/ul><p style=\"padding-left: 40px\">Once responsibilities have been finalized, click the <strong>NEXT <\/strong>button.<\/p><p style=\"padding-left: 40px\"><\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1161 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-JobResponsibilitiesWindow-220x300.png\" alt=\"\" width=\"220\" height=\"300\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-JobResponsibilitiesWindow-220x300.png 220w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-JobResponsibilitiesWindow-750x1024.png 750w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-JobResponsibilitiesWindow-768x1048.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-JobResponsibilitiesWindow.png 823w\" sizes=\"auto, (max-width: 220px) 100vw, 220px\" \/><\/td><\/tr><tr><td style=\"border-color: #ecf0f1\"><p style=\"padding-left: 40px\">4. In the\u00a0<strong>Goals <\/strong>window, the manager will<\/p><ul><li style=\"list-style-type: none\"><ul><li>Add new goals.<\/li><\/ul><\/li><\/ul><p style=\"padding-left: 40px\">Each goal should be given a clear description and include a due date. Due dates should align with the end dates of future evaluation periods (January 1 for next Midpoint Evaluation, July 1 for next Annual evaluation).<\/p><p style=\"padding-left: 40px\">Goals should always be given a status of Not Started when they are added to the employee&#8217;s evaluation for the first time. This is true even if the employee has started working on\/exploring the goal so the evaluation history will clearly show when the goal was added. Updates to the status will be made during the next evaluation.<\/p><\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1160 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-GoalsWindow-300x210.png\" alt=\"\" width=\"300\" height=\"210\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-GoalsWindow-300x210.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-GoalsWindow-1024x718.png 1024w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-GoalsWindow-768x539.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-GoalsWindow.png 1423w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/td><\/tr><tr><td style=\"border-color: #ecf0f1;padding-left: 40px\">5. When all job responsibilities and goals are ready for the employee&#8217;s review, click the <strong>Submit<\/strong> button.<\/p><p>Note: Once the submit button is clicked employees may have the ability to make changes to the review content. It is important that supervisors make it clear to the employee during the review discussion that no changes should be made without first discussing with the supervisor.<\/p><p>Note: While we are learning the new system, it is suggested that managers notify the employee that a task related to their evaluation should be in their Workday task inbox. This coordination helps the business process flow timely.<\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1159 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/5-SubmitButton-300x211.png\" alt=\"\" width=\"300\" height=\"211\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/5-SubmitButton-300x211.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/5-SubmitButton-768x539.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/5-SubmitButton.png 823w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/td><\/tr><\/tbody><\/table><\/div><\/div><\/div><div class=\"ea-card sp-ea-single\"><h3 class=\"ea-header\"><a class=\"collapsed\" id=\"ea-header-10841\" role=\"button\" data-sptoggle=\"spcollapse\" data-sptarget=\"#collapse10841\" aria-controls=\"collapse10841\" href=\"#\" aria-expanded=\"false\" tabindex=\"0\"><i aria-hidden=\"true\" role=\"presentation\" class=\"ea-expand-icon eap-icon-ea-expand-plus\"><\/i> Step 2: Complete Self Evaluation (Employee)<\/a><\/h3><div class=\"sp-collapse spcollapse spcollapse\" id=\"collapse10841\" role=\"region\" aria-labelledby=\"ea-header-10841\"> <div class=\"ea-body\"><h2>Task Details<\/h2><p><strong>Assigned To:<\/strong> Employee<\/p><p><strong>Workday Task List:<\/strong> Self Evaluation: [Evaluation Type and Year]:[Employee Name]<\/p><table style=\"border-collapse: collapse;width: 100%;border-width: 1px;border-color: #ecf0f1;height: 3020.29px\" border=\"1\"><caption><h2>Instructions: Complete Self Evaluation<\/h2><\/caption><colgroup><col style=\"width: 29.1977%\" \/><col style=\"width: 70.8023%\" \/><\/colgroup><tbody><tr style=\"height: 61.901px\"><th style=\"background: #ba372a;color: #fff;border-color: #ecf0f1;text-align: center\" scope=\"row\"><h3>Instructions<\/h3><\/th><th style=\"background: #ba372a;color: #fff;border-color: #ecf0f1\" scope=\"row\"><h3 style=\"text-align: center\">Screenshot<\/h3><\/th><\/tr><tr style=\"height: 447.109px\"><td style=\"border-color: #ecf0f1\"><ol><li>Navigate to the task inbox (inbox icon in upper right corner) and select the <strong>Complete Self Evaluation <\/strong>task. Click the <strong>Get Started <\/strong>button.<\/li><\/ol><\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1170 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-SelfEvalTask-300x128.png\" alt=\"\" width=\"462\" height=\"197\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-SelfEvalTask-300x128.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-SelfEvalTask-1024x438.png 1024w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-SelfEvalTask-768x328.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-SelfEvalTask.png 1368w\" sizes=\"auto, (max-width: 462px) 100vw, 462px\" \/><\/td><\/tr><tr style=\"height: 720.104px\"><td style=\"border-color: #ecf0f1;padding-left: 40px\">2. Review the job responsibilities closely, and add\/update comments. Click the <strong>Next <\/strong>button.<\/p><p>Do not make changes to the job responsibilities. If you disagree with something that is in the Responsibility field, add a detailed note to the comment field.<\/p><p>NEW: Employees will no longer rate themselves on each of the responsibilities listed in their evaluation. New screenshots coming soon.<\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1200 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/07\/Screenshot-2026-08-25-102059-1-300x251.png\" alt=\"\" width=\"457\" height=\"383\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/07\/Screenshot-2026-08-25-102059-1-300x251.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/07\/Screenshot-2026-08-25-102059-1-768x642.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/07\/Screenshot-2026-08-25-102059-1.png 788w\" sizes=\"auto, (max-width: 457px) 100vw, 457px\" \/><\/td><\/tr><tr><td style=\"border-color: #ecf0f1;padding-left: 40px\"><strong>Note:<\/strong> Annual Evaluations and Probation Summary evaluations include Job Engagement questions. The employee will answer the employee questions during this Self Evaluation. The manager will answer the manager questions in the next step of the process, the Manager Evaluation.<\/td><td style=\"border-color: #ecf0f1\">\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 <img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1172 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image_20260716080540-300x253.png\" alt=\"\" width=\"300\" height=\"253\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image_20260716080540-300x253.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image_20260716080540-768x648.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image_20260716080540.png 983w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/td><\/tr><tr style=\"height: 679.271px\"><td style=\"border-color: #ecf0f1;padding-left: 40px\">3. Carefully review the goals, update statuses, and add comments. Click the <strong>Next<\/strong> button.<\/p><p>Goals should always be given a status of Not Started when they are added to the evaluation for the first time. This is true even if the employee has started working on\/exploring the goal so the evaluation history will clearly show when the goal was added. Updates to the status will be made during the next evaluation.<\/td><td style=\"border-color: #ecf0f1;text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1173 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-ReviewandUpdateGoals-220x300.png\" alt=\"\" width=\"220\" height=\"300\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-ReviewandUpdateGoals-220x300.png 220w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-ReviewandUpdateGoals.png 743w\" sizes=\"auto, (max-width: 220px) 100vw, 220px\" \/><\/td><\/tr><tr style=\"height: 475.26px\"><td style=\"border-color: #ecf0f1;padding-left: 40px\">4. Add supporting documents if needed (i.e. training certificates, kuddos, etc).<\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1174 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SupportingDocuments-300x121.png\" alt=\"\" width=\"511\" height=\"206\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SupportingDocuments-300x121.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SupportingDocuments-1024x413.png 1024w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SupportingDocuments-768x309.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SupportingDocuments.png 1437w\" sizes=\"auto, (max-width: 511px) 100vw, 511px\" \/><\/td><\/tr><tr style=\"height: 636.641px\"><td style=\"border-color: #ecf0f1;padding-left: 40px\">5. When all job responsibilities and goals are ready for the manager&#8217;s review, click the\u00a0<strong>Submit<\/strong> button.<\/p><p>Note: While we are learning the new system, it is suggested that employees notify the manager that a task related to the evaluation should be in their Workday task inbox. This coordination helps the business process flow timely.<\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1175 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/5-SubmitButton-1-240x300.png\" alt=\"\" width=\"347\" height=\"434\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/5-SubmitButton-1-240x300.png 240w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/5-SubmitButton-1.png 655w\" sizes=\"auto, (max-width: 347px) 100vw, 347px\" \/><\/td><\/tr><\/tbody><\/table><p>&nbsp;<\/p><\/div><\/div><\/div><div class=\"ea-card sp-ea-single\"><h3 class=\"ea-header\"><a class=\"collapsed\" id=\"ea-header-10842\" role=\"button\" data-sptoggle=\"spcollapse\" data-sptarget=\"#collapse10842\" aria-controls=\"collapse10842\" href=\"#\" aria-expanded=\"false\" tabindex=\"0\"><i aria-hidden=\"true\" role=\"presentation\" class=\"ea-expand-icon eap-icon-ea-expand-plus\"><\/i> Step 3: Complete Manager Evaluation (Manager)<\/a><\/h3><div class=\"sp-collapse spcollapse spcollapse\" id=\"collapse10842\" role=\"region\" aria-labelledby=\"ea-header-10842\"> <div class=\"ea-body\"><h3>Task Details<\/h3><p><strong>Assigned To:<\/strong> Manager<\/p><p><strong>Workday Task List:<\/strong> Manager Evaluation: [Evaluation Name and Year] [Employee Name]<\/p><table style=\"border-collapse: collapse;width: 100%;border-width: 1px;border-color: #ecf0f1;height: 2535.23px\" border=\"1\"><caption><h3>Instructions: Complete Manager Evaluation<\/h3><\/caption><colgroup><col style=\"width: 49.9665%\" \/><col style=\"width: 49.9665%\" \/><\/colgroup><tbody><tr style=\"height: 63.5312px\"><th style=\"background: #ba372a;color: #fff;border-color: #ecf0f1;text-align: center\" scope=\"row\"><h4>Instructions<\/h4><\/th><th style=\"background: #ba372a;color: #fff;border-color: #ecf0f1\" scope=\"row\"><h4 style=\"text-align: center\">Screenshot<\/h4><\/th><\/tr><tr style=\"height: 325.438px\"><td style=\"border-color: #ecf0f1\"><ol><li>Navigate to the task inbox (inbox icon in upper right corner) and select the<strong> Manager Evaluation [Eval Name and Year]<\/strong> task for the employee you are working on. Click the <strong>Get Started <\/strong>button.<\/li><\/ol><\/td><td style=\"border-color: #ecf0f1\"><h3><em><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1176 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-MgrEvalTask-300x115.png\" alt=\"\" width=\"300\" height=\"115\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-MgrEvalTask-300x115.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-MgrEvalTask-1024x393.png 1024w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-MgrEvalTask-768x295.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-MgrEvalTask.png 1522w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/em><\/h3><\/td><\/tr><tr style=\"height: 654px\"><td style=\"border-color: #ecf0f1\"><p style=\"padding-left: 40px\">2. In the <strong>Evaluate Responsibilities <\/strong>window, the supervisor can enter performance comments for any responsibility listed.\u00a0 Best practice is for supervisors to provide comments with detailed examples of employee accomplishments, contributions, and areas of growth to support meaningful performance discussions.<\/p><p style=\"padding-left: 40px\">Rating each responsibility is no longer an option in Workday.<\/p><p style=\"padding-left: 40px\"><a href=\"https:\/\/hr.wisc.edu\/hr-guides\/for-managers-and-supervisors\/manager-writing-guide-for-performance-review-comments\/\">Manager Writing Guide for Performance Review Comments<\/a><\/p><p style=\"padding-left: 40px\">If the employee has expressed disagreement with any of the job responsibilities, the comments field should reflect the differentiation.<\/p><p style=\"padding-left: 40px\">The responsibilities that have pulled through from the Standard Job Description should not be rewritten.<\/p><p style=\"padding-left: 40px\">Click the <strong>Next <\/strong>button when all updates have been made.<\/p><p style=\"padding-left: 40px\"><a href=\"https:\/\/hr.wisc.edu\/hr-guides\/for-employees\/performance-ratings-in-workday\/\">Performance Ratings in Workday<\/a><\/p><\/td><td style=\"border-color: #ecf0f1\"><em><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1201 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/07\/Screenshot-2026-08-25-103416-300x232.png\" alt=\"\" width=\"431\" height=\"333\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/07\/Screenshot-2026-08-25-103416-300x232.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/07\/Screenshot-2026-08-25-103416-768x595.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/07\/Screenshot-2026-08-25-103416.png 852w\" sizes=\"auto, (max-width: 431px) 100vw, 431px\" \/><\/em><\/td><\/tr><tr><td style=\"border-color: #ecf0f1\"><p style=\"padding-left: 40px\"><strong>Note:<\/strong> Annual Evaluations and Probation Summary Evaluations include Job Engagement questions. Employee&#8217;s should have already answered the employee questions during their Self Evaluation. In this Manager Evaluation step, managers will answer the manager questions based on the employee responses.<\/p><\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1178 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image_20260721073836-300x146.png\" alt=\"\" width=\"300\" height=\"146\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image_20260721073836-300x146.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image_20260721073836-1024x497.png 1024w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image_20260721073836-768x373.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image_20260721073836-1536x746.png 1536w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/image_20260721073836.png 1854w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/td><\/tr><tr style=\"height: 768px\"><td style=\"border-color: #ecf0f1;padding-left: 40px\">3. Review the goals and updates status and\/or comments as needed. Click the <strong>Next<\/strong> button when all updates have been made.<\/td><td style=\"border-color: #ecf0f1\"><em><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1179 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-ReviewGoals-247x300.png\" alt=\"\" width=\"247\" height=\"300\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-ReviewGoals-247x300.png 247w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-ReviewGoals-844x1024.png 844w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-ReviewGoals-768x932.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-ReviewGoals.png 894w\" sizes=\"auto, (max-width: 247px) 100vw, 247px\" \/><\/em><\/td><\/tr><tr style=\"height: 405.266px\"><td style=\"border-color: #ecf0f1;padding-left: 40px\">4. Add supporting documents as needed (certificates, kuddos, etc)<\/td><td style=\"border-color: #ecf0f1\"><em><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1180 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SupportingDocs-300x152.png\" alt=\"\" width=\"300\" height=\"152\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SupportingDocs-300x152.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SupportingDocs-1024x519.png 1024w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SupportingDocs-768x389.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SupportingDocs.png 1195w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/em><\/td><\/tr><tr style=\"height: 319px\"><td style=\"border-color: #ecf0f1\">NOTE: This is the last chance to make a change to the evaluation content. NO changes can be made after clicking the Submit button. If changes are necessary, the entire evaluation up to this point must be deleted and started from the beginning of\u00a0<a href=\"https:\/\/kb.wisc.edu\/smphhr\/page.php?id=157543\">Step 1: Set Review Content<\/a><\/p><p>It is acceptable for the manager to wait until after meeting with the employee to submit this step, just in case changes to the evaluation arise during the discussion. If opting to do this, managers can share the evaluation content with the employee by clicking the print icon found in the left panel (found under the date range). This will allow the manager to print a paper copy or save the evaluation as a PDF to be shared with the employee.<\/p><p>&nbsp;<\/p><p>5. Click the\u00a0<strong>Submit <\/strong>button once you are sure that all evaluation content is correct.<\/p><p>Note: While we are learning the new system, it is suggested that managers notify the employee that a task related to the evaluation should be in their Workday task inbox. This coordination helps the business process flow timely.<\/td><td style=\"border-color: #ecf0f1\">\u00a0 \u00a0 \u00a0 <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-1181 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/5a-PrintIcon.png\" alt=\"\" width=\"217\" height=\"173\" \/><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1182 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/5-Submit-300x167.png\" alt=\"\" width=\"300\" height=\"167\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/5-Submit-300x167.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/5-Submit-768x427.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/5-Submit.png 841w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/td><\/tr><\/tbody><\/table><\/div><\/div><\/div><div class=\"ea-card sp-ea-single\"><h3 class=\"ea-header\"><a class=\"collapsed\" id=\"ea-header-10843\" role=\"button\" data-sptoggle=\"spcollapse\" data-sptarget=\"#collapse10843\" aria-controls=\"collapse10843\" href=\"#\" aria-expanded=\"false\" tabindex=\"0\"><i aria-hidden=\"true\" role=\"presentation\" class=\"ea-expand-icon eap-icon-ea-expand-plus\"><\/i> Step 4: Manager and Employee Discussion (Manager)<\/a><\/h3><div class=\"sp-collapse spcollapse spcollapse\" id=\"collapse10843\" role=\"region\" aria-labelledby=\"ea-header-10843\"> <div class=\"ea-body\"><p>This step of the evaluation occurs outside of Workday, therefore there is no Workday Task associated with it. It is the responsibility of the manager to schedule and lead a review discussion with the employee. Resources to aid in review discussions can be found in the Performance Management section of the <a href=\"https:\/\/kb.wisc.edu\/smphhr\/page.php?id=142631\">Supervisor Toolkit | Develop<\/a> page.<\/p><p><strong>UP NEXT:\u00a0<\/strong>Employee Acknowledgment<\/p><p><strong>Assigned To:<\/strong> Employee<\/p><\/div><\/div><\/div><div class=\"ea-card sp-ea-single\"><h3 class=\"ea-header\"><a class=\"collapsed\" id=\"ea-header-10844\" role=\"button\" data-sptoggle=\"spcollapse\" data-sptarget=\"#collapse10844\" aria-controls=\"collapse10844\" href=\"#\" aria-expanded=\"false\" tabindex=\"0\"><i aria-hidden=\"true\" role=\"presentation\" class=\"ea-expand-icon eap-icon-ea-expand-plus\"><\/i> Step 5: Employee Acknowledgement (Employee)<\/a><\/h3><div class=\"sp-collapse spcollapse spcollapse\" id=\"collapse10844\" role=\"region\" aria-labelledby=\"ea-header-10844\"> <div class=\"ea-body\"><h3>Task Details<\/h3><p><strong>Assigned To:<\/strong> Employee<\/p><p><strong>Workday Task List:<\/strong> Performance Evaluation Employee Acknowledgement: [Employee Name]<\/p><table style=\"border-collapse: collapse;width: 100%;border-width: 1px;border-color: #ecf0f1;height: 1803.86px\" border=\"1\"><caption><h3>Instructions: Employee Acknowledgement<\/h3><\/caption><colgroup><col style=\"width: 49.9665%\" \/><col style=\"width: 49.9665%\" \/><\/colgroup><tbody><tr style=\"height: 63.5312px\"><th style=\"background: #ba372a;color: #fff;border-color: #ecf0f1;text-align: center\" scope=\"row\"><h4>Instructions<\/h4><\/th><th style=\"background: #ba372a;color: #fff;border-color: #ecf0f1\" scope=\"row\"><h4 style=\"text-align: center\">Screenshot<\/h4><\/th><\/tr><tr style=\"height: 376px\"><td style=\"border-color: #ecf0f1\"><ol><li>Navigate to the task inbox (inbox icon in upper right corner) and select the following task:<\/li><\/ol><p style=\"padding-left: 80px\"><strong>Provide Employee Review Comments\u00a0<\/strong>(instructional staff)<\/p><p style=\"padding-left: 80px\">OR<\/p><p style=\"padding-left: 80px\"><strong>Performance Evaluation Employee Acknowledgement <\/strong>(non-instructional staff)<\/p><p style=\"padding-left: 80px\">Click the\u00a0<strong>Get Started <\/strong>button.<\/p><\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1183 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-EmplAcknowTask-300x114.png\" alt=\"\" width=\"300\" height=\"114\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-EmplAcknowTask-300x114.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-EmplAcknowTask-1024x388.png 1024w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-EmplAcknowTask-768x291.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-EmplAcknowTask-1536x583.png 1536w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/1-EmplAcknowTask.png 1703w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/td><\/tr><tr style=\"height: 392.141px\"><td style=\"border-color: #ecf0f1;padding-left: 40px\">2. Review the information and overall evaluation and click the\u00a0<strong>Next<\/strong> button at the bottom.<\/p><p>Note: no changes to review content should be made without first discussing with your manager.<\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1184 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/2-EmplAcknNextButton.png\" alt=\"\" width=\"234\" height=\"215\" \/><\/td><\/tr><tr style=\"height: 619.562px\"><td style=\"border-color: #ecf0f1;padding-left: 40px\">3. Click the radio button to acknowledge the performance evaluation.<\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1185 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-EmplAcknRadioButton-300x135.png\" alt=\"\" width=\"300\" height=\"135\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-EmplAcknRadioButton-300x135.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-EmplAcknRadioButton-1024x462.png 1024w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-EmplAcknRadioButton-768x346.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/3-EmplAcknRadioButton.png 1504w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/td><\/tr><tr style=\"height: 352.625px\"><td style=\"border-color: #ecf0f1;padding-left: 40px\">4. Click the <strong>Submit<\/strong> button.<\/p><p><em>Note: While we are learning the new system, it is suggested that employees notify the manager that a task related to the evaluation should be in their Workday task inbox. This coordination helps the business process flow timely.\u00a0<\/em><\/td><td style=\"border-color: #ecf0f1\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1186 aligncenter\" src=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SubmitButton-300x166.png\" alt=\"\" width=\"300\" height=\"166\" srcset=\"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SubmitButton-300x166.png 300w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SubmitButton-768x425.png 768w, https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-content\/uploads\/sites\/31\/2026\/08\/4-SubmitButton.png 1012w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/td><\/tr><\/tbody><\/table><\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\">Resources<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/hr.wisc.edu\/hr-guides\/for-hr-professionals\/performance-reviews-overview\/\">Performance Reviews Overview<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/hr.wisc.edu\/hr-guides\/for-employees\/performance-ratings-in-workday\/\">Performance Ratings in Workday<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This document is a tool to guide managers through completing an Annual Evaluation in Workday. Considerations New for 2026 Annual Performance Reviews Performance Management Process Details Resources Performance Reviews Overview Performance Ratings in Workday<\/p>\n","protected":false},"author":52,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-1083","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-json\/wp\/v2\/pages\/1083","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-json\/wp\/v2\/users\/52"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-json\/wp\/v2\/comments?post=1083"}],"version-history":[{"count":8,"href":"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-json\/wp\/v2\/pages\/1083\/revisions"}],"predecessor-version":[{"id":1192,"href":"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-json\/wp\/v2\/pages\/1083\/revisions\/1192"}],"wp:attachment":[{"href":"https:\/\/www.ssec.wisc.edu\/researchsupport\/wp-json\/wp\/v2\/media?parent=1083"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}