Carnegie Mellon University

Performance Management and Merit Resources

These resources are for use by groups piloting the performance management and merit process in Workday. Other campus members are welcome to use the tools and templates, though they will continue to complete the process outside of the Workday system at this time.

Performance Management Guidance Documents

Performance Management System Guides

  • Navigating to Performance [pdf]
    Provides instructions on how to navigate to Performance via the Workday profile.
  • Goal Setting Quick Guide for Employees [pdf]
    This guide contains two sections: the first details the steps for a staff member to complete the goal setting task in Workday as part of the annual process; the second details how to manage your goals apart from annual goal setting including viewing, editing, creating, archiving and restoring goals.
  • Goal Setting Quick Guide for Supervisors [pdf]
    Details the steps for a supervisor to complete the goal setting process in Workday.
  • 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.
  • 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.
  • Send Back Employee Goal Quick Guide [pdf]
    Details the steps for a supervisor to send back an employee's goals in Workday.
  • 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.
  • 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.
  •  Adding Performance on Applications' Dashboard in Workday - Quick Guide [pdf] 
    This guide provides detailed instructions on how to add the Performance icon to your personal Applications’ dashboard in Workday.

Performance Review and Goal Setting Templates

  • 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.
  • Job Description Template [docx]
    Guides users through the process of creating a comprehensive job description, including suggested language and samples.
  • Staff Provisional Period Review Form [docx]
    Should be completed by the supervisor at the end of an employee's six-month provisional period, then shared/discussed with the employee.
  •  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.

Training Presentations

  • Goal Setting Self-Paced Tutorial
    This recording provides information regarding best practices on establishing goals as well as a step by step tutorial of how to enter and complete goals in Workday. Once you log into in FocusU, enroll to save the tutorial to your learning plan and then launch the tutorial.
  • 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.
  • 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.

Glossary and Frequently Asked Questions (FAQs)