Mid-Year Reviews - Manager

For Managers participating in mid-year performance reviews, this guide will show you how to start and complete the mid-year review.

Please refer to the Performance Goals QRG for assistance in creating goals for yourself and your team. 

Mid-year reviews will only include measurable goals related to your position.  This review does not include development items.  Please refer to the Development Plan and Development Items QRGs for assistance with that process.

Starting the mid-year review

Mid-year reviews are part of the annual review process and are conducted as a stand-alone event each year.  Performance Goals can be added by you, your organization, and employees and are discussed during this process. 

Your organization may have created a mid-year template for you.  If this has been created, you can skip to step 4 below.  If they have not, please follow steps 1-3 below to create these for your team.

To get started, click on the Menu icon in the top left-hand corner of your Workday Homepage. Then, select the Team Performance application.

1. From the Performance menu on the right-hand side of the screen, select Start Performance Review.

   

2. Next, fill out the details of the performance review:

   

   1. Enter the name of the Employee who is receiving the mid-year review.
   2. From the Review Template drop-down menu, select Mid Year Review.
   3. Enter the Period Start Date.

   4. Enter the Period End Date.

      Please note that time periods for reviews must be unique.  You cannot have multiple reviews open for the same employees with overlapping time periods.

3. Click Submit when you have entered all the details for the performance review.

   

4. You will receive a task titled “Manager Evaluation: Mid Year Review” in your My Tasks Inbox. Click the task to open its details on the right-hand side of the screen.
5. Click Get Started.

   

6. You will be guided through the steps that are listed on the left-hand side of the screen. Mid-year reviews only have two steps.  If your employee has not entered any goals, you can add them now by clicking on Add.

   

7. If your employee has existing goals, you can find and add them by searching in the top search box.  You are able to Add and Remove goals as needed and click Next to review.  It is not necessary to include all goals in the mid-year review.

   

8. Review the goal information and click Submit.

   

9. You will receive a task titled “Manager Evaluation: Mid Year Review” in your My Tasks Inbox.  This task prompts you to meet with your employee and should not be completed until after the meeting has occurred.  Click the task to open its details on the right-hand side of the screen.
10. Click Get Started after you have had the meeting with the employee.

    

11. Review the goals under the Summary section and click Next to Submit the Acknowledgement.

    

12. The final step will route to the employee to acknowledge the meeting.