Upon receiving your assigned performance review, follow these steps to complete your self-assessment:
Access Your Self-Assessment:
Navigate to Apps > Performance Reviews.
Select the three dots menu next to your review and choose "Update Self-Assessment."
For Manager-level users and above, ensure you are in the "Me" context.
Performance Review Sections:
Click through each section of the review to complete your self-assessment. The sections included in the Performance Review are dependent upon the configuration set by your HR team. The titles and total number of sections included may vary between organizations.
The application autosaves your ratings and comments periodically. Check the last autosave time in the top right. Click "Save & Close" at any point to save progress for later.
Sidebar Drawers:
As you are completing your self-assessment, you can reference the sidebar drawers to view other relevant records. This is helpful when completing your ratings and comments as you review your previous Check-ins, 360 Feedback, and Recognition received.
Approval Section:
Once completed, select the approval tab, mark your assessment as completed, and click "Submit." This notifies your manager that your self-assessment is finished.
The video below provides a brief overview of the self-assessment process.
Best Practices:
When assigning star ratings, include specific examples explaining the rationale behind your selection.
Add notes throughout the entire review cycle to streamline the process, saving time at the end.
Consider reviewing previous Check-Ins, progress on goals, and any received Recognition. This holistic approach provides context and a well-rounded perspective for a thorough self-assessment.
Keep in mind that a 3-star rating signifies meeting expectations. Ensure your assessments align with this benchmark for an accurate and fair evaluation.
Optional Features:
Allowing employees to update self-assessment objectives - if this feature is enabled on your account, then you can assign or update your performance objectives.
Overall Score - if your account has enabled this feature, you will see an overall score which is based on your placement in the Performance-Values Matrix.
Personal Goals / Professional Development Objectives and/or Workplace Satisfaction sections may be incorporated into your review.
Note: Some features may be disabled based on your account settings.
Still have questions? Contact [email protected]