Fort Collins State Classified Employee - Planning Performance Process
Workday
Planning Phase - Entering Goals
The Performance Review process consists of three key phases: the planning phase, mid-year phase, and final phase. - **Planning Phase** - September 1 - October 31 - Enter your goals - **Mid-Year Phase** - February 1 - March 31 - Review goals entered during planning phase - **Final Phase** - September 1 - October 31 alongside planning for the following year - Evaluate goals While these phases are important and required milestones for performance discussions, meaningful feedback and coaching are most effective when integrated throughout the year.
1
The Workday planning process starts with the employee. As a result, the task will only be routed to the employee for initiation. After meeting with your manager outside of Workday to discuss your goals, start on the Workday homepage and select **My Tasks**.
2
Select the task titled **"Self Evaluation: CSU State Classified Planning v.1: \[Your Name\]."**
3
Once you select a task, you’ll see helpful information that explains the purpose of the planning phase and provides an overview of the process from start to finish.
4
Select **Get Started**.
5
First, you will be prompted to enter your SMART goal(s). SMART goals are specific, measurable, attainable, relevant, and timely.
6
Employees are encouraged to propose goals to their manager. To add a goal, select **Add**. At least one goal is required, but you can enter as many goals as needed. Employees are not required to enter a goal and can move to the next section if they do not have a goal to propose.
7
If you have a goal in Workday that was created outside of the planning phase and would like to include it as one of your official goals, use the **Add Existing** field to select and add a goal you have already created.
8
To enter the goal, select into the Goal field.
9
Enter your SMART goal.
10
Adding a goal description is optional.
11
A due date is recommended but not required.
12
Category information may be added as needed.
13
Updating the status is recommended but not required.
14
If your goal includes key checkpoints, select the **plus (+) icon** to add milestones.
15
Enter the milestone description.
16
Select the **due date** associated with the milestone.
17
Select the **status** associated with the milestone.
18
To add additional milestones, repeat [Steps 14-17](https://scribehow.com/o/csEaEQ3WTwC-o1DR0q2DEg/viewer/State_Classified_Employee__Planning_Performance_Process__5YiKf03NTqGbUf-Bh9JS4g?scrollToActionId=0874e2b5).
19
Enter any additional comments related to the goal, if needed.
20
If you have more than one goal you would like to enter, select **Add**.
21
Select **Next** once you have added all your goals.
22
Next, review the Competencies. **Competencies provide for a review of “How” the work is accomplished.** Competencies in performance evaluations standardize how employees are assessed, ensuring clarity, fairness, and alignment with organizational goals. They help identify areas for recognition and development, to improve feedback and support the employee's growth and development.
23
Review each core competency. If you have any specific information related to a competency you want to share with your manager, you are encouraged to add comments, but they are not required. If you do not supervise State Classified employees, you may skip the final competency or add comment "Not Applicable." This competency will not be rated at the end of the performance cycle (final phase).
24
Select **Next**.
25
If you would like to put an overall comment you can do so here.
26
Select **Next**.
27
You will now see a summary page of all the data you just entered.
28
Scroll down and select **Submit**.
29
After you submit your performance plan, it is routed to your manager for review. Your manager may add, modify, or remove proposed goals as needed to ensure alignment with priorities and expectations. **The process is complete once your manager submits their review and the plan is returned to you for acknowledgement.**
30
Once your manager reviews and submits on their end, it will route back to you to acknowledge. To take action, select **My Tasks**.
31
Select on the task titled **"Manager Evaluation: CSU State Classified Planning v.1: \[Your Name\]".**
32
Select **Get Started.**
33
Review summary page to see if your manager made any changes to your goal(s).
34
Scroll down to see if your manager left any comments in the Competency section.
35
Scroll down to see if your manager left an overall comment.
36
Select **Next**.
37
Select the **Status** field and confirm that you have met with your manager to discuss your goals and performance plan.
38
Select **I acknowledge receipt of review**.
39
Enter any additional comments, if desired, then select **Submit**.
40
After submission, the task will then route to your manager so they can acknowledge on their end that they met with you to discuss your performance and goals.
Fort Collins State Classified Employee - Planning Performance Process
Workday
Planning Phase - Entering Goals
The Performance Review process consists of three key phases: the planning phase, mid-year phase, and final phase. - **Planning Phase** - September 1 - October 31 - Enter your goals - **Mid-Year Phase** - February 1 - March 31 - Review goals entered during planning phase - **Final Phase** - September 1 - October 31 alongside planning for the following year - Evaluate goals While these phases are important and required milestones for performance discussions, meaningful feedback and coaching are most effective when integrated throughout the year.
1
The Workday planning process starts with the employee. As a result, the task will only be routed to the employee for initiation. After meeting with your manager outside of Workday to discuss your goals, start on the Workday homepage and select **My Tasks**.
2
Select the task titled **"Self Evaluation: CSU State Classified Planning v.1: \[Your Name\]."**
3
Once you select a task, you’ll see helpful information that explains the purpose of the planning phase and provides an overview of the process from start to finish.
4
Select **Get Started**.
5
First, you will be prompted to enter your SMART goal(s). SMART goals are specific, measurable, attainable, relevant, and timely.
6
Employees are encouraged to propose goals to their manager. To add a goal, select **Add**. At least one goal is required, but you can enter as many goals as needed. Employees are not required to enter a goal and can move to the next section if they do not have a goal to propose.
7
If you have a goal in Workday that was created outside of the planning phase and would like to include it as one of your official goals, use the **Add Existing** field to select and add a goal you have already created.
8
To enter the goal, select into the Goal field.
9
Enter your SMART goal.
10
Adding a goal description is optional.
11
A due date is recommended but not required.
12
Category information may be added as needed.
13
Updating the status is recommended but not required.
14
If your goal includes key checkpoints, select the **plus (+) icon** to add milestones.
15
Enter the milestone description.
16
Select the **due date** associated with the milestone.
17
Select the **status** associated with the milestone.
18
To add additional milestones, repeat [Steps 14-17](https://scribehow.com/o/csEaEQ3WTwC-o1DR0q2DEg/viewer/State_Classified_Employee__Planning_Performance_Process__5YiKf03NTqGbUf-Bh9JS4g?scrollToActionId=0874e2b5).
19
Enter any additional comments related to the goal, if needed.
20
If you have more than one goal you would like to enter, select **Add**.
21
Select **Next** once you have added all your goals.
22
Next, review the Competencies. **Competencies provide for a review of “How” the work is accomplished.** Competencies in performance evaluations standardize how employees are assessed, ensuring clarity, fairness, and alignment with organizational goals. They help identify areas for recognition and development, to improve feedback and support the employee's growth and development.
23
Review each core competency. If you have any specific information related to a competency you want to share with your manager, you are encouraged to add comments, but they are not required. If you do not supervise State Classified employees, you may skip the final competency or add comment "Not Applicable." This competency will not be rated at the end of the performance cycle (final phase).
24
Select **Next**.
25
If you would like to put an overall comment you can do so here.
26
Select **Next**.
27
You will now see a summary page of all the data you just entered.
28
Scroll down and select **Submit**.
29
After you submit your performance plan, it is routed to your manager for review. Your manager may add, modify, or remove proposed goals as needed to ensure alignment with priorities and expectations. **The process is complete once your manager submits their review and the plan is returned to you for acknowledgement.**
30
Once your manager reviews and submits on their end, it will route back to you to acknowledge. To take action, select **My Tasks**.
31
Select on the task titled **"Manager Evaluation: CSU State Classified Planning v.1: \[Your Name\]".**
32
Select **Get Started.**
33
Review summary page to see if your manager made any changes to your goal(s).
34
Scroll down to see if your manager left any comments in the Competency section.
35
Scroll down to see if your manager left an overall comment.
36
Select **Next**.
37
Select the **Status** field and confirm that you have met with your manager to discuss your goals and performance plan.
38
Select **I acknowledge receipt of review**.
39
Enter any additional comments, if desired, then select **Submit**.
40
After submission, the task will then route to your manager so they can acknowledge on their end that they met with you to discuss your performance and goals.
