Employee

Guidance Documents

• Staff Performance Management: Guidance for Staff [pdf]
  Guides members of Carnegie Mellon’s staff through the university’s performance management process as established in the Staff Performance Management Guidelines.
• Staff Performance Management Guidelines [pdf]
  These guidelines establish a performance management process that allows the university to evaluate staff performance by objective standards and reward staff members according to performance.

Supervisor

Guidance Documents

• Staff Performance Management: Guidance for Supervisors [pdf]
  Guides supervisors of Carnegie Mellon staff members through the university’s performance management process as established in the Staff Performance Management Guidelines.

Employee

Guidance Documents

• SMART Goal Worksheet [pdf]
  Defines SMART goals and provides information on how to set, align and monitor SMART goals.

Workday system guides

• System Guide: Setting Your Goals - Annual Process in Workday - Employee [pdf]
  This guide details the steps for an employee to complete the goal setting task in Workday as part of the annual process.
• System Guide: Managing Goals - Outside of Annual Process - Employee [pdf]
  This guide details how to manage your goals apart from annual goal setting including viewing, editing, creating, archiving and restoring goals.
• Quick Guide Set Goals [pdf]: This two page document outlines all the basics for setting your goals in Workday. Helpful for those individuals who may just need a refresher on the process.
• System Guide: Restore Goals [pdf]
  This guide details how to restore goals. As a part of the annual goal setting process, you may be in a scenario in which you would like to restore or repurpose a prior years' goals You can do this in Workday by following the steps outlines in this guide. 

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

• System Guide: Setting and Approving Employees' Goals - Annual Process in Workday - Supervisor [pdf]
  This guide details steps required to set and manage employees' goals in Workday for the annual goal setting process. 
• System Guide: Setting and Approving Employees' Goals - Outside of Annual Process - Supervisor [pdf]
  This guide details the various steps required to set and manage employees' goals in Workday outside of the annual goal setting process which is known as the ad hoc process. 
• System Guide: Cascading Goals [pdf]: This guide covers step-by-step instructions for assigning goals to groups of employees in your supervisory organization. 
• Quick Guide Approve Goals [pdf]: This two page document outlines all the basics for approving your employees' goals in Workday. Helpful for those supervisors who may just need a refresher on the process.

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

• 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.

Supervisor

Guidance Document

• Five Tier Performance Rating Scale [pdf]
  One-page guide with descriptions of the five performance rating tiers.

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

• 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.

Supervisor

Guidance Document

• Calibrating Performance Evaluations: Guidance for CMU Leadership [pdf]
  Informs organizational units about calibration and provides deans and vice presidents the resources necessary to effectively administer the calibration process within their college or division, with the support of their Human Resources business partner.

• Human Resources Glossary of Terms [pdf]
• Stay Interview FAQs [pdf]

Employees

workday system guides

• Adding Performance to Your Top Apps in Workday [pdf]: This quick guide shows how to add Performance to your Top Apps on the Workday homepage for easy navigation. 
• Navigating to Performance [pdf]
  Provides instructions on how to navigate to Performance via the Workday profile.

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

• 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.

Stay Interviews

• Stay Interviews: Guidance for Supervisors [pdf]
  Guides supervisors through the process of conducting a stay interview to identify the factors that entice an employee to stay at CMU.

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

• Job Description Template [docx]
  Guides users through the process of creating a comprehensive job description, including suggested language and samples.

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.