Setup Considerations: Requested Feedback
You can use this topic to help make decisions when planning your configuration and use of requested feedback. It explains:
- Why to set it up.
- How it fits into the rest of Workday.
- Downstream impacts and cross-product interactions.
- Security requirements and business process configurations.
- Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.
What It Is
Workday provides 2 types of requested feedback:
- Role-requested feedback, which enables a worker to request feedback on other workers, including feedback for employee reviews. Role-requested feedback can be confidential but not private.
- Self-requested feedback, which enables workers to request feedback on themselves. Self-requested feedback can be private but not confidential.
Business Benefits
- Create specialized feedback templates for different purposes and events.
- Enable workers to take the initiative and solicit feedback on themselves.
- Use feedback to foster workers' personal and career development.
Use Cases
- Workers can request feedback on themselves from other workers and include the feedback in performance reviews.
- Managers can request feedback on their workers from other team members or other managers to include in performance reviews or development plans.
- Managers can request confidential feedback about workers to use in performance improvement plans and disciplinary actions.
- Administrators can create a specific feedback template for the end of a project, with specific questions tailored to gather information from members of the project. You can enable workers to request feedback on themselves from other workers.
- Administrators can create a specific feedback template for development, where workers request feedback on themselves. You can encourage the feedback provider to private feedback for candid and constructive input.
- Set up mass feedback events for large groups of workers.
- To obtain quantifiable feedback results, create questions with different answer types, including multiple choice multi-select, multiple choice single-select, date, and numeric.
Questions to Consider
Questions | Considerations |
|---|---|
Who can initiate feedback on behalf of others? | You can set up your security domains so that designated employees such as managers can request feedback on behalf of others. |
What groups of workers do you want to view confidential or private feedback? | You can assign security to specific groups such as HR partners and managers to view confidential or private feedback. |
Recommendations
- DeleteGive Requested Feedbackevents using the mass operation managementCancel Feedback Requestsjob to limit the size of your reports.
- Use care when securing domains for feedback notifications to prevent workers from seeing notifications they shouldn't see.
- To ensure that workers only see feedback intended for them, enable the confidential feedback options on theMaintain Feedback Setuptask and have workers select it when providing confidential feedback.
- When setting up custom feedback notifications for theGet Feedback on WorkerandGet Feedback on Selfbusiness processes, set up notifications for theGive Requested Feedbackbusiness process also to ensure that workers get notified at each step in the process.
- To indicate who can view feedback, provide help text for theGet Feedback on WorkerandGet Feedback on Selfbusiness processes. Because these business processes are secured to different domains, the help text should include security information. The feedback provider can receive different types of feedback requests for the same person (bothGet Feedback on WorkerandGet Feedback on Self), and the help text can clarify who can view the feedback for each event.
- When you change confidential or privacy settings on your feedback business processes, update business process help text that states who can view feedback.
- Add help text to feedback templates to provide helpful tips and guide users through the feedback event.
Requirements
No impact.
Limitations
- Workday doesn't provide a way to limit the number of feedback providers.
- Workday doesn't indicate whether workers are providing anonymous role-requested or self-requested feedback. You can use a condition rule on business process help text to inform feedback providers whether their feedback is anonymous.
- Workday doesn't support feedback badges for role-requested and self-requested feedback. Workday supports feedback badges for anytime feedback only.
- Workday doesn't support hiding feedback from workers and showing feedback to managers on employee review templates. To ensure that only designated workers can view feedback, you can set all feedback for theGet Feedback for Reviewbusiness process event as confidential.
- Workers can’t reassign a request to give feedback. Workday displays the Reassign Tasks action as supported on theGive Requested Feedbackbusiness process policy but has disabled the action.
Tenant Setup
Configure tenant-wide settings for requested feedback, including confidential and private feedback, on the
Maintain Feedback Setup
task. Security
Configure these domains in the Performance Enablement functional area:
Domain | Considerations |
|---|---|
Self-Service: Feedback
| Enables workers to give and receive feedback. |
Self-Service: Role Requested Feedback
| Enables workers to view feedback that they request from other workers. |
Self-Service: Self Requested Feedback
| Enables workers to view feedback that they request on themselves. |
Worker Data: Confidential Feedback
| Enables workers to view confidential, role-requested feedback on other workers |
Worker Data: Private Feedback
| Enables workers to view private, self-requested feedback about themselves. |
Worker Data: Role Requested Feedback
| Enables workers such as managers to view requested worker feedback. |
Worker Data: Self Requested Feedback
| Enables workers such as managers to view feedback that other workers request about themselves. |
Business Processes
Business Processes | Considerations |
|---|---|
Get Feedback on Self
| Set up steps for self-requested feedback. |
Get Feedback on Worker
| Set up steps for role-requested feedback. |
Give Requested Feedback
| Enables workers to provide requested feedback.
Although similarly named, the Give Feedback business process only applies to anytime feedback. |
Reporting
Reports | Considerations |
|---|---|
Feedback on My Team
| Add to the Team Performance dashboard to enable managers to view role-requested feedback given to their team members. |
Feedback Received
| Use to view all feedback types received by a worker. |
Integrations
Web Services | Considerations |
|---|---|
Get Feedback Questions
| Enables you to export feedback questions. |
Put Feedback Question
| Enables you to import questions for use in feedback templates. |
Connections and Touchpoints
Requested feedback interacts with Manager Insights Hub. Managers can use Manager Insights Hub to access information about feedback that their direct reports have received. Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.