Corrective Action - HR Partners

Reviewing a Corrective Action

As an HR Partner, you are responsible for reviewing and approving Corrective Actions in Workday. Once a Manager initiates the corrective action process, the evaluation form will route to you for review, edits (if applicable) and approval.

1. You will receive a task titled “Manager Evaluation: Corrective Action Plan” in your My Tasks Inbox. Click the task to open its details on the right-hand side of the screen.

   

2. Click Get Started.

   

3. You will be brought to the beginning of the evaluation form that the Manager filled out. Click Next at the bottom of the screen to begin your review.

   

   

4. You must review the information within the steps that are listed on the left-hand side of the screen. You can click Next to proceed to the following step. If you want to make edits you can do so directly on the screen.

   For example, the Corrective Action Level (step 2) will be pre-populated with the Manager’s selection. However, you can change it by opening the drop-down menu and selecting a new level.

   

5.  Proceed through each step after making any applicable edits by clicking Next.

   

6. On the final step, click Approve. The corrective action process will route to the Manager, who will then meet with the employee to discuss expectations.