Completing a Performance Appraisal as Manager – Director/VP

Manager Assessment Step: Completing a Performance Appraisal and Individual Goal (PIP) Form

1. Please monitor your e-mail for a notification that your TSM has sent forward their Performance Appraisal and Individual Goal (PIP) form, then access your Workday tasks
2. Locate the Performance Appraisal and Individual Goal (PIP) form for your TSM and click Get Started
3. Review each Performance Factor in order to reflect on them when you complete your Overall Comment
4. Click Next
5. View the TSM’s Self Assessment
6. Enter your Overall Comment in the Answer text box
7. Click Next
8. Review the TSMs’ Individual Goals (PIP) and access the Henry Schein Performance Incentive Plan Summary document to familiarize yourself with the plan
9. Click on each Individual Goal and enter a Rating and a comment
   • When rating the TSM, keep in mind that there is a payout calculation associated with each goal (see below; the full calculation table is in Appendix A of the Team Schein Incentive Plan Summary).

     Individual Goal Achievement %	Calculated Rating % or Payout %
     69%	0%
     70%	50%
     71%	52.5%
     72%	55%
     80%	75%
     81%	76.5%
     82%	78%

     Individual Goal Achievement %	Calculated Rating % or Payout %
     90%	90%
     91%	91%
     92%	92%
     100%	100%
     105%	105%
     115%	115%
     116%	115%
10. To see your in-progress comments for each goal click the Conversation Icon
    • You can copy and paste your in-progress comments into the Comment box for each goal if desired
11. When finished with your Individual Goal Ratings/comments, click Next
12. Review your complete Manager Assessment
13. Click Submit for the First Level Manager and Approve for the Second Level Manager
14. Once successfully submitted, it will route to your manager for approval. If you are a Second Level Manager, it will route to the EMC Review step
    • As second level manager, please follow the same steps as the manager. You have the ability to edit any Ratings the First Level Manager has entered. However, please note that when adding your comments, you should not erase any of the previous manager’s comments. Please indicate it is your comments by adding your name next to them

Sending Back a Performance Appraisal

1. Access your Workday tasks and locate the performance appraisal form for your TSM
2. Click Get Started
3. Click Next until you see the Send Back button.
4. Click Send Back
5. Enter the TSM’s name
6. Enter a Reason
7. Click Submit

NOTE: TSMs will NOT see Manager comments if the form is sent back in this step.

Reporting and Dashboards

1. Click on Team Performance from your Workday homepage. Review each tab and the commonly run reports for each area. Below is an example of the different reports you can use within the dashboard:  

Planning merit increases for your team is the next step in the process. Merit Planning begins in mid-January.
Refer to Merit for Managers QRG for more details.

Tips!

Workday Recovery Assistant!

If you accidentally click out of a Performance Appraisal before completing it or you get distracted while completing one and Workday logs you out, Workday will save the Performance Appraisal for you so you can pick up from where you last left off. To access the Recovery Assistant, click on the picture in the upper righthand corner, then click “Recovery Assistant” (this will not show if there is nothing to be recovered). Click on the option that has the most recent transaction and it will bring you to back to the form you were completing.

My Tasks Filters!

Workday allows you to filter what’s in your tasks to make it easier to find what you need to complete. Click on your Workday ‘My Tasks’ and click on the “Advanced Search” option. A side bar will show you your options. If you click on Performance Appraisals, your tasks will filter to only the Performance Appraisal tasks you need to complete. If you click on Goal Setting, then your tasks will filter to only the goal setting tasks you need to complete.

Download this How-To Guide as a PDF