Annual Review Process

For Civil Service and Administrative Professional Staff via Workday 

Workday is utilized for Annual Review processes for civil service and administrative professional staff at Washington State University. The personnel and employment team at the WSU College of Medicine is sharing the following resources to help you prepare for the process. 

Review Guidelines 

Administrative Professional (AP) 

• Review is completed annually at start of calendar year for the prior calendar year (January 1 – December 31). 

Civil Service (CS) 

• Review is completed within first six-months in role during the probationary/trial service period. 
• Review is completed annually in alignment with Periodic Increment Date (PID), also known as annual increase date; or another date determined by department. 
• Contact appropriate business services representative if employee PID/review due date is unknown. 
• Review is completed for the past 12-months of employment. 

Faculty 

• The review process is managed by the Office of the Provost and not addressed below. 
• Visit Faculty Annual Reviews for additional information. 

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Expectations for Employees (AP & CS) 

• Initiate the self-review in Workday (steps below). 
• Meet with your supervisor to discuss annual review. 
• Acknowledge completion of review and additional comments (optional) via Workday. 
• Contact Business Services for support if required. 

Steps to Initiate Self Review 

View Percipio Video on How to Complete a Self-Review

1. WSU Network Login
2. Enter Network ID and password 
3. Click on the Workday Tile 
4. Click on your profile link in upper right corner (either photo or initials) 
5. Click View Profile 
6. Click Actions in the blue bar on the left side 
7. Scroll down to Talent and hover 
8. Select Start My Performance Review 
9. Select available template 
10. Enter Date Range of review (prior 12 months/prior calendar year) 
11. Click Submit 
12. Follow the next link to complete the self-evaluation or click on the inbox icon with the red number in the upper right corner of screen 
13. Select the Get Started button 
14. Complete applicable employee self-evaluation sections at end of workflow (first 8 sections not completed by employee) 
15. Select details from prior reviews completed in Workday will populate 
16. Click Submit to route to supervisor 
17. Or click Save for Later to close and return to process at later time 

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Expectations for Supervisors 

View Percipio Video on How to Complete the Manager Rating

• Communicate to team members the timeline for completion of annual performance review.
• Support your team members in initiating the steps in Workday.
  • Encourage team members to establish goals and development opportunities.
• Complete the manager portion of performance review timely via the inbox task.
  • Select details from prior reviews completed in Workday will populate
• Discuss review outcomes with second-level supervisor (both positive performance and improvement goals).
• Schedule a meeting with employee to discuss annual review via standard departmental scheduling processes.
• After meeting with employee, submit finalized annual review form for second-level supervisor to approve.
• Contact Business Services for support if required.

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Other Helpful Information 

• You may save the review in Workday and return to complete it later. 
• Goals can only be edited via the annual review and unable to be updated throughout the calendar year. It is recommended to use a completion date of December 31. 
• Comments are visible to all reviewers, including the employee, and will be saved as part of the official personnel file. 
• Once the manager and employee have met and the manager submits the final review in Workday, it cannot be edited by the manager or the employee. 
• Employees will acknowledge completion of the finalized review in Workday. 
• Second-level supervisors may send employee reviews back to employee or supervisor for edits if needed. 
• No additional documents will be uploaded in the Workday Annual Review process. 
• A team member assigned as a Talent Partner in Workday can view performance information for assigned units and support communication of the review process. 
• Supervisors and employees may request a copy of their current position description from Business Services via contact information below 

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Contact Information 

Contact appropriate business services representative below if you have questions or need assistance. 

• IREACH: megan.hammond@wsu.edu 
• PRISM: jessica.dauer@wsu.edu 
• All Other Units: nathan.conley@wsu.edu 
• Director for Personnel: megan.hammond@wsu.edu 
• Human Resource Services: hrs.spokane@wsu.edu 

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Helpful Links 

• BPPM 60.55 Performance Management Evaluations
• Workday Knowledge Base for Performance Evaluations
• HRS Review and Evaluation

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Rating Criteria