Completing a self-appraisal

  1. Sign in as Employee.
  2. Select My Reviews

    or My Profile > Performance.

  3. On the Active tab, locate and select the appraisal.
    Depending on the status, appraisals are available on the Other Rater, Ready For Review, Acknowledge, and Historical tabs.
  4. Click Start Appraisal or Continue Appraisal.
    The Performance Appraisal page is displayed.
  5. Click these tabs to access related information. After you have completed the information, click the next available tab or click Next.
    • Our Values: Review the values and select the check box.
    • Evaluate Criteria: Specify ratings and comments for each criteria section.
    • Pulse: Specify information from pulse surveys.
    • Evaluate Goals: Review and add a rating for each goal.
      • You can add a rating on any rated goal, including a completed goal.
      • You can complete a goal.
      • You might not see all of your goals.
      • Goals that belong to other goal types are not displayed on the appraisal.
    • Set Goals: Review your future goals. Optionally, request new goals for the next performance review period.
    • Completed Activities: Review your completed activities.
      • This tab lists unvalidated competencies and skills, credentials, and education.
      • If the continuous development module is active, then continuous development data, such as learning activity, is displayed.
    • Planned Activities: Review the activity requests and personal activities that you currently have in process.
      • This tab lists items that are below performance in competencies, skills, education, and credential that result from a percent-fit analysis. It lists suggested activities that might help you meet expectations.
      • Optionally, you can request an activity, request a personal activity, or take action on a checklist component.
      • If the continuous development module is active, then continuous development data, such as learning activity, is displayed.
    • Rave: Specify information from rave awards.
    • Awards: Specify information from other awards.
    • Check-Ins: Specify information from check-in meetings.
    • Overall Evaluation Comments
  6. Optionally, click Mark Section As Reviewed. Select the Completed Activities check box and click Submit. If there are unvalidated items, then a confirmation message is displayed. Click OK to mark the section as completed.
  7. Click Finish.
  8. When the self-appraisal is complete, select it and click Submit.

    You cannot finalize the appraisal until all of the required sections are completed. To exit the appraisal and continue later, click Save And Close. To resume, click Continue Appraisal.

    The finalized appraisal is displayed on the Historical tab of My Appraisals and is accessible to your manager.