Occasionally, an employee or manager may need to edit a previously submitted performance conversation.
An open Performance Conversation can be updated. "Open" means the manager has not yet submitted their comments. The manager has the ability to send the performance conversation back to the employee to make edits. An employee does not have the ability to make edits until the manager sends it back.
A closed Performance Conversation cannot be updated by either the manager or the employee. Closed means that all steps have been completed.
Manager Instructions
- Log into Workday. Search for and open your employee’s profile
- Click on the “Performance” section on the left side of the profile
- Select the desired Performance Conversation link
- In that conversation, click the Performance Conversation step under “My Actions” → Awaiting Me”
- Select the “Send Back” button
- Enter brief text in the “Reason” box, and then click “Submit”
It will then appear in the employee’s inbox to edit and resubmit. Once the quarter deadline has passed, no edits can be made to that quarter's submission.