On Monday, July 28, 2025, UW System officially launched the new Performance Review process in Workday, and all supervisors are responsible for initiating a modified review for their direct reports which is due by October 31 for US/NIAS/LI roles, and November 21 for IAS
Why is this happening?
Since the most recent annual performance evaluations were completed in the spring, the process in Workday serves to document the FY25 review and prepare the system for future evaluations. Below you will find basic information about this process; however, since the initial tasks in the system belong to supervisor roles, we strongly encourage all supervisors to participate in the learning sessions scheduled for August. See “Learning Sessions” below.
✅ Who Needs a Performance Review?
At UW-Green Bay, all ongoing employees in the following categories must complete an annual performance review in Workday:
- University Staff
- Non-Instructional Academic Staff
- Limited Appointees
- Instructional Academic Staff
Note: Faculty are not included in this initial launch. Their transition to Workday will occur at a later date.
📊 Rating Scales in Workday
The new system uses standardized rating scales across all UW campuses for Staff & Instructional Academic Staff as follows:
- Failing to Meet Expectations
- Partially Meeting Expectations
- Meeting Expectations
- Exceeding Expectations
👥 Employees with Multiple Jobs
Each employee will have one primary performance review. If they have more than one job:
- The primary manager completes the review.
- Other managers can provide feedback through a Workday task.
For assistance with this, please check out the job aid: Responding to a Give Feedback Request – Manager
🧭 What Managers Need to Do
On their Workday homepage, supervisors will notice a task to set the initial content of their direct reports’ evaluation template. This task starts the process to set goals and responsibilities, send the goals and responsibilities to the employee to review, and enter the already-determined FY25 overall rating. The next full annual evaluation process will then be initiated in July, 2026.
The specific task supervisors need to complete depends on two factors:
- Whether the employee you supervise is currently on probation
- The type of appointment your direct report holds (US, NIAS, IAS, LI)
⚠️ Important for Supervisors: Add Organizational Competencies
For US/AS/LI roles, and as part of the “Set Content” task in Workday, supervisors must include organizational competencies as one of the responsibilities in each employee’s review template. This step is required to ensure consistency and alignment with UW-Green Bay’s performance evaluation process. Please review this video tutorial to learn how to complete this task:
📚 Additional Resources
- Learning Session: Performance Evaluations in Workday for Supervisors of IAS roles [Video]
- Learning Session Performance Evaluations in Workday for Supervisors of IAS roles [PowerPoint]
- Learning Session: Performance Evaluations in Workday for Supervisors of US/AS/LI roles[Video]
- Learning Session: Performance Evaluations in Workday for Supervisors of US/AS/LI roles [PowerPoint]
- Manager Tasks in Performance Reviews – Manager [Job Aid]
- Performance Reviews Overview [Job Aid]
- Employee Tasks in Performance Reviews – Employee [Job Aid]
- Launching a New Employee Goals and Expectations Review [Job Aid]
- Launching a Probation Final Performance Review [Job Aid]