What is the timeline of 2024 Year-End Performance Review?

• Oct 28 - Nov 22

• Oct 21 - Nov 15

• Nov 18 - Dec 6

• Oct 21 - Feb 19

What are the tasks to be launched on October 21, 2024?

• Employee Self- Evaluation

• Manager Evaluation

• Both Employee Self-Evaluation and Manager Evaluation

• None of the above. Launch date is on October 28, 2024

At what exact date and time will the 2024 Year-End Performance Review close?

• November 16

  12MN MNL

• November 15 5PM EST

• November 16

  5PM MNL

• November 15 12MN EST

In terms of Eligibility Criteria, select ALL that are TRUE.

• September 30, 2024 - Last hire date to be eligible for 2024 YE Evaluation cycle

• October 1, 2024 - Last hire date to be eligible for 2024 YE Evaluation cycle

• Hires from January 1, 2025 onwards will receive Year-End Evaluation task as these employees are included in the 2024 YE cycle.

• Hires from October 1 onwards, will not receive Year-End Evaluation task as these employees not included in the 2024 YE cycle.

In terms of Exclusion Criteria, select ALL that are TRUE.

• • Based on Global Policy, this is automatically excluded from comp planning:​

  • Interns

• • Based on Global Policy, this is automatically excluded from comp planning:​

  • Fixed Term-Employee

• • Based on Global Policy, this is automatically excluded from comp planning:​

  • Employees in Job Profiles linked to ZZ Pay Grade (unmapped structure)

• • Based on Global Policy, this is automatically excluded from comp planning:​

  • Contingent Workers

• • Based on Global Policy, this is automatically excluded from comp planning:​

  • Employees in Workday Associate Job Profile (e.g., Job ID 10010727)

October 21, 2024: Employee reached out asking why he didn't receive his 2024 Year-end Employee Self-Evaluation task. What are the tasks you SHOULD take?

• Escalate the case IMMEDIATELY to Global Vitals.

• Check the hire date if EE was hired before October 1, 2024

• Check the Exclusion Criteria if EE is an Intern, Co-Op, CW, or with Job Profile of WD Associate / ZZ Pay Grade

• Check the Exclusion List File (to be cascaded by Advisors) if EE is part of the list.

• Advise EE to reach out to his manager o send the task to him

Answer explanation

Do NOT escalate the case to Global Vitals without taking the appropriate actions to check if employee is eligible to receive the 2024 Year-End Review task.

Joshua Alzate has been hired October 15, 2024. He hasn't received the 2024 Year-End Performance Review task in his Workday inbox and is requesting to send this to him to setup his G&Os.

What will be your resolution?

• Escalate the case immediately to Global Vitals as this may be a system issue.

• Advise EE to reach out to his manager.

• Advise EE to do basic troubleshooting steps - if it task is still inexistent, escalate case to Global Vitals for Manual Launch.

• Refer EE to his BUHR.

• Inform EE that all hires from Oct 1, 2024 onwards are not eligible for 2024 YER and may setup their G&Os via Individual Goals section instead.

Answer explanation

• Hires from October 1 onwards can enter their G&Os through Workday Profile > Performance Tab > Individual Goals section.

Can the manager complete the Manager Evaluation task without waiting for their direct report to complete their Self-Evaluation task?

• Yes.

  Manager Evaluation and Employee Self-Evaluation tasks are two separate tasks.

• No. Manager will not receive the Manager Evaluation task unless their direct report has already submitted the Employee Self-Evaluation task.

• Maybe?

• Let me ask my Advisor.

Answer explanation

Employee Self-Evaluation and Manager Evaluation tasks are to be launched concurrently - (two separated tasks).

Can EC Team process Manual Send Back?

• Yes. Only for Employee Self Evaluation.

• Yes. Only for Manager Evaluation.

• Yes. Available for both Employee Self-Evaluation and Manager Evaluation tasks.

• No. We can no longer process Send Back. For any changes, case must be escalated to Global Vitals.

Answer explanation

We can only process Manual Send Back for Manager Evaluation task.

If EE needs to make changes on the submitted Employee Self-Evaluation, advise EE to reach out to their manager to make the changes on their behalf.

EE has accidentally submitted the Employee Self-Evaluation task, and has reached out to AskGS requesting to send back the task to make changes.

• Process a Manual Send Back.

• Advise EE to reach out to their Manager to make the changes on their behalf.

• We cannot process a Manual Send Back. Advise EE to complete the Change in Narratives form instead to be escalated to Global Vitals.

• Pushback as the Manual Send Back functionality is fully disabled. If insisted, escalate case to Global Vitals.

Answer explanation

If Manager has already also submitted their task, EC Team can process Manual Send Back for the Manager Evaluation task and so Manager can make the changes on employee's behalf.