Complete Self-Assessments

Provides step-by-step instructions on how to complete your performance review.

Complete Self-Assessments

Complete Your Self-Assessment

If your company includes employees in the review contributor path, you may be required to complete a self-assessment.

Contributors, such as your manager, may be assigned to your review. You can collaborate with each other based on the contributor path assigned to the review and the review status.

When it is your turn to participate in a review, you will receive an email requesting an employee assessment. The applicable sections of the performance review, located in the Review Summary page, are then completed.

E-mail Notification

Open a Review Summary

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

Your Human Resources Administrator determines the sections that appear in the review and any sections you are required to complete. If additional contributor feedback is included in the review, your manager assigns those employees to participate in your review.

Navigation:Menu > Inbox > Requests > select review > Review Summary

Note Employee reviews can also be accessed from your Inbox.
  1. From the expanded navigation menu, select the Inbox. The Requests page appears.
    Requests Inbox Employee Self-Assessment
  2. Select the Edit link of the applicable Review. The Review Summary page appears.
    Review Summary page
    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.

Complete the Performance Review Goals Section

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

Navigation:Menu > Inbox > Requests > select review > Review Summary

  1. From 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.
    Performance Review - Goals Page for Employee
  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.

Complete the Performance Review Competencies Section

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

Navigation:Menu > Inbox > Requests > select review > Review Summary

  1. From 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.
    Performance Review - Competencies Page for Employee
  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.

Complete the Configured Open Ended Questions Section

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

For this section, administrators can configure the title, the questions included, and whether the questions are required.

  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.

Complete the Review Developmental Comments Section

The Developmental Comments section of a performance review outlines developmental needs or requirements for the upcoming review period.

You must enter comments for this section to be completed.

Navigation:Menu > Inbox > Requests > select review > Review Summary

Navigation:Menu > My Team > Talent Dashboard > Reviews > select review > Review Summary

  1. From the Review Summary page, complete one of the following:
    • To begin entering comments, select the Start button in the Developmental Comments section.
    • To edit comments, select the Edit button 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.

Complete the Performance Review Overall Comments Section

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

You must enter comments for this section to be completed.

Navigation:Menu > Inbox > select review > Review Summary

  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.
  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.

Send the Review

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

Navigation:Menu > Inbox > Requests > select review > Review Summary

  1. From the Review Summary page, review each section to ensure accuracy.
    Send Review To Next Contributor
    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.

Acknowledge a 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.

When the review is completed by the manager, it will be available for the employee to view on the Reviews page.

Navigation:Menu > Inbox > Requests > select review > Review Summary

  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.
    Performance Review - employee Sign and Complete
  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).

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