Your annual performance review includes goals, feedback, and responsibilities. Your business process includes these steps: Set Review Content Get…

The 'Assess Potential' step in a Workday Performance Review business process is specifically designed to evaluate an employee's potential for future growth, typically using a talent matrix like the 9-box. The question explicitly states the review's content includes only "goals, feedback, and responsibilities." Workday business process steps are conditional and context-aware. If the review template, configured during the 'Set Review Content' step, does not include a section for assessing potential, the 'Assess Potential' step in the workflow will be skipped because there is no corresponding content for it to action. The other steps directly map to the required components of the review.

A. Get Additional Reviewers: This step is necessary to solicit the "feedback" component from peers, matrix managers, or others as part of the 360-degree review process.

C. Complete Manager Evaluation: This is a fundamental step where the manager provides their official assessment of the employee's performance against the defined goals and responsibilities.

D. Set Review Content: This initial step is essential for defining the structure and sections of the review, ensuring it includes the required "goals" and "responsibilities" sections.

1. Workday Product Documentation: Talent and Performance Management Guide

Chapter: "Set Up Performance Reviews

" Section: "Performance Review Business Process Steps." The documentation specifies that steps such as 'Assess Potential' are conditional and will only execute if the corresponding section is configured in the review template via the 'Set Review Content' step.

2. Workday Product Documentation: Business Process Administrator Guide

Chapter: "Conditional Rules

" Section: "Configuring Step Conditions." This guide explains that business process steps can be configured with conditions that check for the presence of specific data or template sections. The absence of a "Potential Assessment" section in the review document would cause a condition to evaluate to false

thereby skipping the 'Assess Potential' step.

3. Cornell University

Division of Human Resources: Workday Performance Management for Managers Toolkit

"Understanding the Performance Review Process

" pg. 4. The guide outlines the standard workflow

noting that optional sections like "Potential Assessment" will only appear for managers to complete if they are part of the centrally configured review template for that specific performance cycle.