Complete Self-Assessments

The Review Summary page includes details of an employee's performance review.

1. From the expanded navigation menu, select the Inbox. The Requests page appears.
   
2. Select the Edit link of the applicable Review. The Review Summary page appears.
   

   Note

   • The Employee Notes link, located beside the employee name, allows you view or enter notes.
   • Review sections do not have to be completed all at once or in any particular order. Once review information is entered, it can be saved and can be edited up until it is sent to the next contributor.
   • The final score appears only after the Goals and Competencies sections are completed.
   • A review cannot be sent to the next contributor until all required sections are complete.

Employees rate themselves and comment on each goal they have been assigned in the Goals page.

1. If enabled, Goals appear on the Review Summary page. Complete one of the following:
   • To begin rating goals, select Start at the Goals section. The Goals page displays the employee's assigned goals.
   • To edit goal ratings, select Edit at the Goals section. The Edit button appears only after the section has been started. The Edit button appears even if the review ratings are completed. As the current contributor, you can change the review ratings until the review has been sent to the next contributor.
   • To add a note to an existing goal, select the Goal Notes link.

   Note

   • Employee ratings may be required, optional, or not allowed. Depending on the ratings configuration, they may display differently in your review. For example, they may show a number from 1 to 5, instead of stars or show both stars and a number rating. Reviews can be configured to display average rating scales differently for Goals, Competencies, and Final Scores. If enabled, a Not Applicable rating can be selected.
   • The Rating Scale link, indicates the rating scale that is assigned to this review. You can select the link to view the scale descriptors.
   • The View Entire Goal Plan link, appears for users with access to an employee's goals. You can select the link to show all goals for the employee.
   • The Show Details link, indicates the goal alignment and type. You can select the link to display alignments.
   • The Goal Notes link, allows you to view, enter or update progress notes for each goal.
   • The Section Weight indicates the percentage assigned to the Goals section, if applicable. Each goal weight is also listed.
2. At each goal, select a rating and enter any applicable comments.
   Note If a rating is not available for selection, the review may be configured for comments only.

   
3. Select Save to continue entering review information.
4. Select Save & Close when you have completed all entries in this page. The Review Summary page appears.
   Note

   • Comments and ratings are automatically saved upon system timeout. When accessing the review after system timeout, a warning message alerts you to unsaved data in one of the review sections. Upon accessing the section with unsaved changes, an informational message appears at the top of the page. You have the option to Save the information or Undo, which reverts the information to the last saved version.
   • Review comments are checked for spelling. Your spell-check preferences are saved as long as you don't change to a different browser or clear your browser cookies.
   • When the review template is configured for anonymous comments, additional contributor names and roles are hidden from review participants.

Employees rate themselves and comment on each competency they have been assigned in the Competencies page.

1. If enabled, Competencies appear on the Review Summary page. Complete one of the following:
   • To begin rating competencies, select the Start button at the Competencies section. The Competencies page displays the employee's assigned competencies.
   • To edit competency ratings, select the Edit button in the Competencies section. The Edit button appears only after the section has been started. The Edit button appears even if the review ratings are completed. You can modify the review ratings as the current contributor until the review has been sent to the next contributor.
   • To add a note to an existing competency, select the Competency Notes link.

   Note

   • Employee ratings may be required, optional, or not allowed. Depending on how your company has configured ratings, they may display differently on your review. For example, they may show a number from 1 to 5, instead of stars or show both numbers and stars. Reviews can be configured to display average rating scales differently for Goals, Competencies, and Final Scores. If enabled, a Not Applicable rating can be selected.
   • The Rating Scale link, indicates the rating scale that is assigned to this review. You can select the link to view the scale descriptors.
   • The Show Details link, indicates the competency type. You can select the link to display the competency type associated with this competency.
   • The Competency Notes link, allows you to view or enter notes for each competency.
   • The Section Weight, indicates the percentage assigned to the Competencies section, if applicable. Each competency weight is also listed.
2. At each competency, select a rating and enter any applicable comments.
   Note If a rating is not available for selection, the review may be configured for comments only.

   
3. If configured by your administrator, minimum job competency proficiency levels may be available for reference when rating each competency. Select the Show Details link to view the level for each competency.
4. Select Save to continue entering review information.
5. Select Save & Close when you have completed all entries on this page. The Review Summary page appears.
   Note

   • Comments and ratings are automatically saved upon system timeout. When accessing the review after system timeout, a warning message alerts you to unsaved data in one of the review sections. Upon accessing the section with unsaved changes, an informational message appears at the top of the page. You have the option to Save the information or Undo, which reverts the information to the last saved version.
   • When the review template is configured for anonymous comments, additional contributor names and roles are hidden for all review participants.

A review may contain a configured section that enables you to answer questions on a particular topic.

1. From the Review Summary page, select one of the following from the open ended question section:
   • Start - enables you to begin answering the questions.
   • Edit - enables you to edit answers that have been entered previously.
   • View - enables you to review answers that were entered.
2. Enter the answers to each question.
3. Select Save to continue entering review information.
4. Select Save & Close when you have completed all entries on this page. The Review Summary page appears.
   Note

   • All questions are optional for additional contributors even if they are required for the employee and manager.
   • Comments and ratings are automatically saved upon system time-out. When accessing the review after system time-out, a warning message alerts you to unsaved data in one of the review sections. Upon accessing the section with unsaved changes, an informational message appears at the top of the page. You have the option to Save the information or Undo, which reverts the information to the last saved version.
   • When the review template is configured for anonymous comments, additional contributor names and roles are hidden to all participants of the review.
   When all required questions are answered, the section displays a Completed status.

If enabled, the Developmental Comments appear on the Review Summary, providing an opportunity to outline developmental needs or requirements for the upcoming review period.

1. From the Review Summary page, complete one of the following:
   • To begin entering comments, select Start in the Developmental Comments section.
   • To edit comments, select the Edit in the Developmental Comments section. The Edit button appears only after the section has been started. The Edit button appears even if the comments are completed. You can modify comments as the current contributor until the review has been sent to the next contributor.
2. For self-assessments, employees enter comments in the Employee Comments box. For manager assessments, managers enter comments in the Manager Comments box. When completing a matrix manager assessment, enter comments in the Comments box.
3. To access the employee's development plan, select the View Personal Development Plan link.
4. Select Save to continue entering review information.
5. Select Save & Close when you have completed all entries on this page. The Review Summary page appears.
   Note

   • Comments and ratings are automatically saved upon system timeout. When accessing the review after system timeout, a warning message alerts you to unsaved data in one of the review sections. Upon accessing the section with unsaved changes, an informational message appears at the top of the page. You have the option to Save the information or Undo, which reverts the information to the last saved version.
   • When the review template is configured for anonymous comments, additional contributor names and roles are hidden to all participants of the review.

The performance review's Overall Comments section can be used to provide clarification or additional information related to a performance review.

1. From the Review Summary page, complete one of the following:
   • To begin entering comments, select the Start button in the Overall Comments section.
   • To edit comments, select the Edit button in the Overall Comments section. The Edit button appears only after the section has been started. The Edit button appears even if the comments are completed. You can modify comments as the current contributor until the review has been sent to the next contributor.
2. Enter your comments in the Comment box.
   Note If enabled, you can use the Bryte AI tool to draft a summary of your goals and feedback. To use Bryte AI:

   1. Select Use Bryte AI to Draft Comments.

   2. Answer the optional questions and select Generate. To generate a summary without answering the questions, select Skip This Step.

   3. To add the draft to the Overall Comments text field, select Insert.

   To request a revised draft from Bryte AI, select Regenerate. You can also make changes to the draft in the Overall Comments text field.

3. Select Save to continue entering review information.
4. Select Save & Close when you have completed all entries on this page. The Review Summary page appears.
   Note

   • If a system timeout occurs, the page automatically saves review comments. In addition, when launching the page the next time, you have the option to save the review comments or revert to the previous version.
   • When the review template is configured for anonymous comments, additional contributor names and roles are hidden to all participants of the review.

If enabled, the Documents section of a performance review allows you and your manager to attach supporting documentation to your review.

1. To add a document to a review, from the Review Summary page, select Add a Document.
2. Select a file from your device.
   Note You can update the file name in the Document Title field. File names:

   • Can have up to 30 characters, including numbers, letters, and spaces

   • Cannot include symbols (for example, #&*)

3. Select Save.

After an employee completes the applicable sections of a review, the review must be sent to the next contributor.

1. From the Review Summary page, review each section to ensure accuracy.
   

   Note

   • If a review section is required, the section appears as Incomplete or Completed.
   • The final score appears only after the Goals and Competencies sections are completed. If enabled, Not Applicable ratings are not included in the final score calculation.
   • If final scores are not available, the review may be configured for comments only.
   • A review cannot be sent to the next contributor until all required sections are complete.
   • The Routing Comments section may not appear if your administrator has chosen to hide this field.
2. Enter any comments regarding the routing of the performance review to the next reviewer. Select Send. A confirmation pop-up window appears.
3. Select OK. The review is submitted to the next contributor in the review.

When the review is sent back to you for completion, you must acknowledge the review by selecting Sign and Complete. Once you select Sign and Complete, the employee portion of the review is complete and modifications can no longer be made.

1. From the Review Summary page, review each section of the Performance Review to ensure accuracy.
2. In the Sign and Complete section, enter any final comments you would like to save in the review.
   
3. Select Sign and Complete. A confirmation pop-up window appears.
4. Select OK to confirm the completion of the review.
   Note

   All your performance reviews can be viewed in the Reviews page (Menu > Myself > Jobs > Reviews).