Overview
This job aid shows employees how to complete their self-evaluation as part of the ePerformance annual review.
Background
The Self Evaluation phase is intended for the employee to re-review goals/professional development and to self-evaluate so the manager can review this information prior to completing the annual manager-initiated evaluation document.
Guidelines
- When entering comments, do not paste from external sources, such as html, Word, Excel, PPT, PDF files. Instead, type the comments in directly or copy/paste from a plain-text editor, such as Notepad.
- Use Attachments for images. Do not try to include images in the Comments field.
- Employees cannot rate themselves, but can add comments and attachments.
Step 1: On the Employee Self Service page, click the Performance tile.
Step 2: Click My Current Documents.
Step 3: Click the Annual Evaluation.
Step 4: Click Update and Complete under Complete Self Evaluation.
Use this procedure to complete the Goals section.
The Goals tab is open by default.
Step 1: Expand a goal to review the goal.
Step 2: Review the goal.
Step 3: Enter comments in the comments field.
Step 4: Enter comments into the Goals Summary field.
Use this procedure to complete the Self Evaluation section.
Step 1: Click the Self Evaluation tab.
Step 2: Expand a self-evaluation option.
Step 3: Enter comments into the comments field.
Step 4: Enter comments into the Questionnaire Summary field.
Use this procedure to complete the Professional Development section.
Step 1: Click the Prof Development tab.
Step 2: Expand a Professional Development goal.
Step 3: Enter Professional Development comments.
Step 4: Enter Professional Development Summary comments.
Use this procedure to complete the Summary section. The overall summary tab is a space available for comments that they would like your manager to see and review for your evaluation period.
Step 1: Click the Summary tab.
Step 2: Enter overall summary comments.
You can add attachments that you believe your manager should review. This section is located at the bottom of the page. Some examples of attachments you may want to include are diplomas, certifications, project completion documents, and more.
Step 1: Click Add Attachment.
Step 2: Click Choose File, then click Upload.
Step 3: Enter a Description and then select the Attachment Audience.
Step 1: Click Save.
Step 2: Click Complete.
Step 3: Click Confirm.
The Complete Self Evaluation task is complete.
End of Article