Carnegie Mellon University

Performance Management and Merit

The performance management process at Carnegie Mellon University is designed to optimize individual job performance and tie that performance to the attainment of the university’s vision, mission, and goals. Through increased collaboration between supervisors and their employees in a pay-for-performance culture, the university will support and motivate employees in their efforts to develop professionally and effectively accomplish the work of the university.

On this page:

Timeline

Dates Activity 
January 30 - February 17, 2023 Self-evaluations 
February 20 - March 17, 2023 Supervisor evaluations 
March 21 - April 6, 2023 Calibration
April 10 - April 28, 2023 One-on-one performance meetings between employee and supervisor
May – June Merit decisions made (if merit is available)
May 8 - July 14, 2023 Goal setting
July 17 - July 31, 2023 Supervisor approval of goals 
*You will be notified by your supervisor if there is any deviation from this schedule. 

Resources

The following documents are resources for employees and supervisors on performance management and the process in Workday.

Employee

Guidance Documents

Supervisor

Guidance Documents

Employee

Guidance Documents

Workday system guides

Templates

  • Goal Template [docx]
    Guides staff members and supervisors through the components used to create or modify a goal in Workday. Text from the goal, description and milestone sections of the completed template can be copied and pasted into Workday.
  • Sample Goal Template for New Employees [docx]
    Guides new staff members and supervisors through the components used to create or modify a goal in Workday. Text from the goal and description sections of the completed template can be copied and pasted into Workday.

Supervisor


workday system guides

Template

  • Supervisor Sample Goal [pdf]: This template provides a robust sample goal for supervisors to consider including as one of their 3 to 5 annual goals.

Employee

Workday System Guide

  • Performance Management Annual Review — Employee [pdf]
    This document provides detailed instructions for completing your self-evaluation using Workday’s Self-Evaluation Guided Editor, your employee acknowledgement (an acknowledgement that you and your supervisor reviewed and discussed your performance evaluation) and how to view, save and print your annual performance review.

Template

Supervisor

Guidance Document

workday system guide

  • Performance Management Annual Review — Supervisor [pdf]
    This document provides detailed instructions for conducting your evaluation using Workday’s Guided Editor, calibrating overall performance ratings, updating a performance review and overall rating, releasing the performance review to your employee once the performance review discussion has been completed, completing your supervisor acknowledgement (an acknowledgement that you and your employee discussed your performance evaluation) and confirming your employees’ performance-based merit increases.

Template

Supervisor

Guidance Document

Employees

workday system guides

Template

  • Personal Information and Signature Page [docx]
    This page is intended for use by employees and supervisors in areas not participating in the Performance Management pilot who would like to use the Performance Management templates to manage goals and performance evaluations outside the pilot program and Workday. Please complete this page and attach it to your Goal Setting, Employee Self-Evaluation or Supervisor Performance Evaluation. This page is not required for pilot groups as goals, self-evaluations and supervisor evaluations must be entered into Workday.

Supervisor

Mid-Year Review

  • Mid-Year Review Template [docx]
    Guides supervisors through the components of a mid-year review to check in on an employee's progress halfway through the performance year.

Provisional Period

Stay Interviews

workday system guide

  • Uploading a Document Quick Guide [pdf]
    For Supervisors: Provides instructions on how to upload a document in Workday as a supplement to information entered during the goal-setting and/or performance evaluation/rating processes.

Template

Employees

Presentation

  • SEI Goal Setting for Employees [pdf]
    This presentation provides an overview of the performance management process and specifically addresses goal setting as part of the annual process or when ad-hoc changes are needed. Refer to guidance documents for step-by-step instructions to complete goal setting activities in Workday.

Supervisors

Guidance Document

  • SEI Provisional Period Guide for Supervisors [pdf]
    Outlines the process and online form for supervisors with new employees. The supervisor completes a provisional review in Workday at three months and six months. Please note that only SEI is using this functionality as part of a pilot.

Presentation

  • SEI Goal Setting and Provisional Period for Supervisors [pdf]
    This presentation provides an overview of the performance management process and specifically addresses goal setting as part of the annual process or when ad-hoc changes are needed, supervisor review and approval of goals and provisional period reviews. Refer to guidance documents for step-by-step instructions to these activities in Workday.
  • Annual Performance Management Template for Employee Self-Evaluation [docx]
    Guides staff members through the components of the employee self-evaluation (goals, competencies and open-ended questions). Text from the completed template can be copied and pasted into Workday.
  • Annual Performance Management Template for Supervisor Evaluation [docx]
    Guides supervisors through the components of the annual performance review for an employee (job functions, goals, competencies and overall rating). Text from the completed template can be copied and pasted into Workday.
  • Goal Template [docx]
    Guides staff members and supervisors through the components used to create or modify a goal in Workday. Text from the goal, description and milestone sections of the completed template can be copied and pasted into Workday.
  • Sample Goal Template for New Employees [docx]
    Guides new staff members and supervisors through the components used to create or modify a goal in Workday. Text from the goal and description sections of the completed template can be copied and pasted into Workday.
  • Job Description Template [docx]
    Guides users through the process of creating a comprehensive job description, including suggested language and samples.
  • Mid-Year Review Template [docx]
    Guides supervisors through the components of a mid-year review to check in on an employee's progress halfway through the performance year.
  • System Guide for Merit Facilitators [pdf]: The purpose of this system guide is to provide step by step instructions on how to complete the merit process in Workday for groups utilizing Merit Facilitators. 
  • System Guide for Supervisor Facilitators [pdf]:  The purpose of this system guide is to provide step by step instructions on how to complete the merit process in Workday for groups utilizing Supervisor Facilitators. 
  • Merit FAQs [pdf]: The purpose of this document is to provide frequently asked questions and answers related to the merit process. 

For more information, please visit the Compensation IQ page