Corrective Actions for Managers

1. Upload any Supporting Documents by either clicking Select files then selecting the applicable file, or by dragging and dropping the applicable file into the grey box. 

Please note that any documents uploaded here will be visible to the employee at the end of the corrective action process.

1. Once the file is uploaded you can leave a supporting Comment if you wish. When you are done, click Next. 

1. The Employee Acknowledgement will appear on the following screen. This is what the employee will see at the end of the corrective action process. There is no action needed from you on this step. Click Next. 

1. Review the corrective action information you have just entered, then click Submit.

1. Next, an HR Partner will review and approve your evaluation. Once that happens, you will receive a task titled “Manager Evaluation: Corrective Action Plan” in your My Tasks Inbox.

Please note that at this point, you must meet with your employee to discuss your expectations before proceeding in Workday.

1. After you have the meeting with your employee, come back to the task and click Get Started.
2. Advance to the Acknowledgement section of the task then change the Status to Acknowledge Review Discussion Complete. Then, click Submit at the bottom of the screen. 

Clicking Submit will route the corrective action to the employee's My Tasks Inbox for their acknowledgement.

 

Monitoring a Corrective Action

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 Employee Reviews.

Next, select your Organization. Then, select Corrective Action Plan-Global from the Review Templates drop-down menu. 

 

1. Click OK to proceed. 

1. On the following screen, you will see all In Progress and Completed Corrective Action Plans for your employees. You can toggle between the In Progress and Completed tabs to see the status of the plans. 

1. To review a corrective action process history, click the applicable plan from the Review column. 

1. On the following screen, click any of the steps in the Process column to be directed to additional information about that applicable step.