Workday for People Leaders

Within the My Team Management app, available from the Menu option on the Home, there are two sections, Manager Reports by Categories and Top 5 Reports for Managers, that will give you access to top manager reports available in Workday. Please review the Workday Manager: How to Navigate guide to learn more about specific reports that may be valuable to you.

Delegation is used to allow another employee to review and approve on your behalf. As a manager, you may wish to delegate your Time Entry and Time Off approval responsibilities to another. This can be done for short periods of time or on an on-going basis. In addition, an entire inbox can be delegated to another individual during a leave or vacation. Please see the Delegate Quick Reference guide to walk you through the necessary steps.

Click on the My Team Management app from the Menu option on the Home page. This app will provide different views into your direct reports. Click on the link with their name and photo of each employee to view more details about that individual.

To examine a specific employee’s compensation, click on the employee’s name from the My Team Management app, then click on the Worker History tab (may be visible via the More option).  This view contains a historical record of all the changes made to a worker, including changes to their job, position, compensation, etc. It is arranged by date.

To examine a specific employee’s compensation, click on the employee’s name from the My Team Management app, then click on their Compensation tab.

To view your employees’ time off balance, click on the Team Management app, Performance within Manager Reports by Categories, then select the Time Off Balances by Supervisory Organization report.

Time Off Requests will appear in your Inbox for review and approval. To learn about the specific steps to approve time, please see the Approving Time Off job aid.

When your team member has submitted their Self-Evaluation, you will receive a Manager Evaluation item in your Workday Inbox. You may also click on the Team Performance icon on your home page and click under View, My Team’s Performance Reviews. This report will show you the current status of each of your direct reports. If the current step states Complete Manager Evaluation, you may click on that employee’s performance review link to begin your evaluation.

Employees begin the Performance Review process by answering the questions in the Self-Evaluation portion of Workday. Only you can view your responses while the Self- Evaluation is in progress. As such, it will be important to communicate deadlines so you have sufficient time to complete Evaluations for your direct reports.

If an employee needs to make further revisions after they clicked on Submit button, you can “Send Back” their review, as needed. Within the Team Management app, in the Manager Reports by Category section, select Performance and then My Team’s Performance Reviews. Locate the correct review in the Performance Review column and click on the and then select Business Process > Manual Send Back.

Your manager is still able to view your direct reports’ reviews, however, it is not a step in the formal performance review process. Instead, they may generate a report Employee Review by Supervisory Organization.

1. Type the name of the report in the search box.
2. Select the organization by typing in the manager’s name.
3. To see all the employees’ reviews for the whole organization, click on the Include Subordinate Organizations box.