Completing a self-appraisal

  1. Select Growth.
  2. Click the Performance tab, then select the appraisal.
  3. Click Start Appraisal or Continue Appraisal to display the Performance Appraisal page.
  4. You can complete the available sections in the Performance Appraisal page in any order or by clicking Next at the end of each section.
  5. Select the sections and specify this information:
    Our Values
    Review the values and select the I have read and understand Our Values check box.
    Evaluate Criteria
    Specify ratings and provide comments for each criteria section.
    Pulse
    Specify the 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 in 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 section includes 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. Optionally, you can request an activity, request a personal activity, or take action on a checklist component.

    This section includes list of items that are below performance in competencies, skills, education, and credential that result from a percent-fit analysis. You can also see suggested activities that can help you meet expectations in this section.

    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
    Provide comments for the overall performance appraisal.
  6. If the Submit section is available, then click Submit. When prompted, click OK.
  7. Optionally, to mark the section as completed, 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.
  8. To exit the appraisal and continue later, click Save And Close. To resume, click Continue Appraisal.
    You can modify your responses. Save each section that you change.
  9. When the self-appraisal is complete, select the appraisal and click Submit.