Frequently Forgotten Things

Year-End Performance

For many, year-end performance reviews are fast-approaching. Today we’re here to cover 3 quick things that are both easy to do and easy to forget. Perform these checks and save yourself some trouble when the time comes time to launch your year-end performance review cycle. Don’t fall victim to year-end crunch time and wind up with problems that are sticky to fix.

Summary

Mass Advance Pending Goal Events & Performance Reviews

This item is more than just good housekeeping.  If you’ve got goals that you expect to auto-populate in your upcoming year-end review, those goals can’t be wrapped up in a prior performance cycle or Manage Goals event. Else they won’t pull into the latest and greatest review. Why? They’re locked. They’ve still got changes pending on them that are not realized until that business process is clocked as successfully completed. Workday won’t let you make changes on top of those pending changes.

What’s worse is if you don’t do this, it’s not the smoothest thing to fix.  Even if you mass advance those goal events and prior performance cycles after the fact. That ship has sailed. We will have to either cancel & relaunch, or instruct the employee to duplicate their goals and archive the duplicates later.  I personally dislike both of those options.

If you’ve built our 3 Quick Custom Performance Reports, its very easy to identify in-progress reviews from previous cycles and mass advance them to completion. 

Otherwise we can leverage delivered report Find Events to identify any In-Progress Performance Review and Goal events.

If we do, in fact, have in-progress events, we’ll need to mass advance them to completion to ensure our goal information auto populates.  Do this at some point before you launch your new performance cycle and you’ll be in good shape!

Due Dates

If you’re not using due dates within your performance review business process, they can’t be a problem! To check, navigate to your business process definitions for Start Performance Review, Complete Self Evaluation, and Complete Manager Evaluation.

You can have a due date for the entirety of the process, as well as for each step.  If these are still valid for this cycle, you are good to go!  Otherwise, be sure to update.  These dates show up in a variety of places and can confuse your end-users if different due dates have been communicated internally.

Any Mention of the Previous Year

I always try to avoid mentioning specific years (precisely so we CAN’T forget), but sometimes it’s unavoidable.  If you are referencing specific dates within template help text, notifications, eligibility rules, or conditional logic, be sure to update so we don’t stumble on the final hurdle.

If you do these things and test any changes you’ve made since last cycle, it will be smooth sailing!

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