Guide to manager notifications and approvals in Workday

This guide introduces the notifications and approvals available in Workday. On a daily basis you will receive an email known as a Daily Digest, which summarises all your new notifications and My Task items.

A Beginner's Guide to Workday

How do I approve a mid-year review submitted by a staff member?

Once you have had mid-year review discussion and your staff member has submitted their mid-year review plan, you will need to review it in Workday. You can ask up to two other managers to review the plan and you can add your own comments in the comment boxes provided. You can approve the plan or send back to staff to input additional information.  

A manager should not make changes to their staff members’ mid-year review. If changes are required, send it back to them to make the amendments. If substantial changes are required, we recommend a further discussion too.  

For a video demonstration of this process, please refer to the video at the end of this help article. 

How do I enroll my team in a course?

As a manager you can enroll all or part of your team in a digital course, classroom or virtual classroom offering. Managers are unable to mark a course Required. That can only be done by Learning Administrators.

How do I approve an Annual Performance Review submitted by a staff member?

Once you have had an Annual Performance Review discussion and your staff member has submitted their Annual Performance Review, you will need to review it in Workday. You can ask up to two other managers to review the plan and you can add your own comments in the comment boxes provided. You can approve the plan or send back to staff to input additional information.   

A manager should not make changes to their staff members’ Annual Performance Review. If changes are required, send it back to them to make the amendments. If substantial changes are required, we recommend a further discussion too.   

For a video demonstration of this process, please refer to the video at the end of this help article.  

How do I cascade a goal?

Cascading goals can be a useful way to create alignment and consistency in staff PP&D goals.

There are three ways that staff can have goals cascaded to them:

  • Via a University-wide goal that is already included in their goal plan by a University administrator
  • By a Manager cascading one of their own goals from their approved plan
  • By a Manager creating and cascading a goal

This Help Article includes instructions on how to:

  • Create and cascade a goal to a staff member or your whole team
  • Cascade a previously cascaded goal to a new staff member
  • Cascade an existing goal to a staff member or your whole team

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