Reference: Employee Review Template Details Fields
Template Details
Option | Description |
|---|---|
Applies To
| Specifies a condition rule that targets this review template to apply
to a subset of employees. |
Period Start/End Date
| Specifies the start and end dates when all employees have the same
review period. These dates display on the initiate review page and you can't
change or delete them. When you leave start and end dates blank on the
template, you must enter the dates when you launch the review. You can
use this option when you start a review for individual employees and
must specify the start and end dates at initiation time. These
dates also determine which review Workday includes in the
Performance Review Status worklet.The
review doesn't automatically start or end on these dates. To start a
review, use the Start task that corresponds to
the type of review you're defining. The review process doesn't end until
the business process is complete. |
Inactive
| Inactivates the template. You can't select an inactive review template,
but the template remains valid for in-progress reviews. |
Layout Override
| Specifies a custom print layout created with Report Designer
in Workday Studio to override the standard layout for
employee reviews based on this template. |
Default Editor Option
| Specifies the editor view that workers see when completing employee
reviews. You can enable the user to select the default editor or specify
whether the user starts the employee review in Guided
Editor or Summary Editor .Specify
Use Guided Experience to provide users a
redesigned editor with a navigation bar to switch between
sections. |
Other Reviewer Options
Option | Description |
|---|---|
Enable Additional Reviewers for Competencies
Section
| (Performance Reviews and Development Plans only) Enables you to add
additional reviewers in the Competencies
section.Include the Get Additional Reviewers step in the
Start Performance Review or Start Development Plan
business process to enable additional reviewers. Also define the types
of Additional Reviewers on the
Maintain Additional Reviewer Types
task. |
Display Additional Reviewer Names
| Enables the additional reviewers' names to be visible to both the employee and the
manager. By default, additional reviewer names are anonymous, even if you
disable anonymous feedback on the Maintain Feedback
Setup task. |
Display Additional Ratings to Employee
| Enables employees to see ratings assigned by additional
reviewers. |
Display Additional Comments to Employee
| Enables employees to see comments provided by additional
reviewers. |
Enable Additional Manager Evaluations for All
Sections
| (Performance reviews only) Enables comments from additional managers in
all sections of the employee review. |
Display Additional Manager Comments
| Enables managers to see other managers' comments if you enable additional manager
evaluations. |
Display Additional Manager Names
| Enables primary managers to see the additional managers' names if you enable
additional manager evaluations. |