Steps: Set Up Mass Operation Feedback Events

Security: These domains in the System functional area:

Business Process Administration

Custom Report Creation

You can encourage continuous feedback by scheduling mass feedback events for multiple workers at once. You can configure these mass feedback events:

Launch Get Feedback on Self
: Mass launches the Get Feedback on Self
business process to enable groups of workers to request feedback on themselves.

Launch Get Feedback on Worker
: Mass launches the Get Feedback on Worker
business process to enable managers to request feedback on workers from a target audience. Collecting feedback on managers from their direct reports, or on employees from their mentors and connections can be useful.

Cancel Feedback Requests
: Mass cancels incomplete or expired Give Requested Feedback
events to remove them from My Tasks for feedback providers.

(Mass Launch Get Feedback on Self
or Launch Get Feedback on Worker
events only) Edit Business Processes.

Update the Get Feedback on Self
or Get Feedback on Worker
business process definition and security policy for mass launch and add:

The Employee as Self
security group to the Get Feedback on Self - Mass Launch
action step on the Get Feedback on Self
business process.

A role-based security group, like Manager or HR Partner, to the Get Feedback on Worker - Mass Launch
action step on the Get Feedback on Worker
business process definition.

The Get Feedback on Self - Mass Launch
action step to the Get Feedback on Self
business process security policy.

The Get Feedback on Worker - Mass Launch
action step to the Get Feedback on Worker
business process security policy.

Create a Segment-Based Security Group for Mass Operations.

Select:

The Talent Administrator
security group, or another unconstrained security group, from the

Security Groups

prompt.

The Launch Get Feedback on Self
or Launch Get Feedback on Worker
from the

Access to Segments

prompt.

Grant View and Modify
permission to your segment-based security group on the Mass Operation Management
domain in the System functional area.

Create Custom Reports.

Create a custom report that uses the Give Requested Feedback Events data source for your mass operation:

Mass Launch Get Feedback on Self
: The report displays the feedback requestors. The report must use the

Indexed All Workers

report data source (RDS) and return fewer than 50,000 workers.

Mass Launch Get Feedback on Worker
: The report displays the feedback recipients, or the people you're requesting feedback about. When creating the custom report, select the

Currently Active

filter from the

Field

prompt to ensure that Workday only requests feedback for active workers. The report must also use the

Indexed All Workers

RDS and return fewer than 50,000 workers.

Mass Cancel Feedback Requests
: The report displays

Give Requested Feedback

events to cancel. To cancel only expired feedback requests, you can copy the

Expired Feedback Requests

report to a custom report. Configure the:

Give Requested Feedback Events

RDS.

All Give Feedback Requested Events Secured for Processing Person

data source filter.

Expiration Date

report field.

Get Feedback Event

report field.

Set Up Mass Operations.

As you complete the task, consider:

Option	Description
Mass Operation Type	Select the mass operation: Launch Get Feedback on Self Launch Get Feedback on Worker Cancel Feedback Requests
Input Report	Select your custom report.
Run Frequency	If your run frequency isn't Run Now , you can configure run frequency details on the Schedule tab. To encourage continuous feedback, select a recurring frequency.
Feedback Template	(Optional) Workday populates this field if you defined a default feedback template in the Maintain Feedback Setup task for the Get Feedback on Self or Get Feedback on Worker business process. If you have condition-rule based feedback templates defined on the Maintain Feedback Setup task and also have a feedback template specified on the Mass Operation Management task, when the worker receiving the feedback request matches any condition rule, the condition-rule based template will populate the feedback request. If you assign multiple feedback templates to a condition rule, Workday displays the first template on the condition rule list in the feedback request, but workers can select a different template. For workers that don't meet any condition rules, the template specified on the Mass Operation Management task will populate the feedback request.
Feedback Requestors	(Get Feedback on Worker only) Select the users who will receive the Get Feedback tasks in My Tasks. Workday displays available role-based security groups based on the security policy for the Get Feedback on Worker - Mass Launch action step in the default business process definition.
Feedback Providers	(Get Feedback on Worker only) Enter feedback providers for Workday to populate the From Workers prompt in the Get Feedback task in My Tasks. The available feedback providers are based on the feedback recipients' relationships defined in Workday (mentors, mentees, connections, or direct reports). If you don't specify this field, then Workday leaves the From Workers prompt blank.

Mass Launch Get Feedback on Self: Workers receive task

My Tasks

that they can use to request feedback from another worker. The task includes the feedback template if you selected one when you ran the mass operation.

Mass Launch Get Feedback on Worker: Feedback requestors, like managers, can open the Get Feedback on Worker
event from their

My Task

. Once the feedback requestor submits the request, the feedback provider then receives a task in

My Tasks

and completes the feedback request.

Mass Cancel Feedback Requests: Workday removes outdated or ignored feedback requests from the

My Tasks

of feedback providers. When there's only 1

Give Requested Feedback

subprocess, Workday also cancels the parent business process event.

Workday notifies you if you include an inactive feedback template in a mass launch. The mass launch operation still launches successfully, but feedback requestors must manually select an active template or create their own questions. This limitation only applies for daily, weekly, or monthly run frequencies.

If an administrator enables the Talent Effect
option in the leave type for an employee on a Leave of Absence, Workday doesn't include the employee in team reports for mass operation feedback events.