Sample Ratings Activity - Self Assessment

The Evaluatee may be asked to complete a self-assessment prior to the evaluation cycle.

Evaluatee

1. Locate the activity for employee self-assessment and click on the link.
2. Click Start New to open a new instance of the self-assessment.
   

   

3.  The self-assessment fields become enabled.
   

   

   
   
   1. Select a rating for each element.
   2. Click View Rubric next to each element to review the criteria that should be used for determining ratings.
   3. Enter goals, evidence, notes, or other feedback as appropriate.
4. If enabled for your self-assessment, notes library options will appear that allows you to view notes and enter the notes library. See Notes Library for more detailed instructions on using this feature.
   

   

5. Click Save Changes to save your work in progress.
6. When you are finished making changes to your self-assessment, click Save & Exit to view a summary of your choices.
7. From the summary screen, use the action menu to perform any of the following.
   

   

   
   
   • Feedback - displays a pop-up view of all ratings and feedback for the self-assessment.
   • Continue - returns you to the self-assessment task.
   • Share - allows others with access to your plan to view your responses and notes.
   • Finalize - marks the activity as complete.
   • Notes - displays a pop-up view of all notes for the self-assessment.
   • Manage Files - allows you to add and remove file attachments.
   • Delete - removes this self-assessment instance.
8. Once your self-assessment is complete, click Share to allow the Evaluator to view it. Then click Finalize to mark the activity complete and disable further changes.
9. The activity will be denoted as complete with a green check icon.

Evaluator

1. Locate the activity for employee self-assessment and click on the link.
2. A summary of the Evaluatee responses will display. If a note was entered related to a standard/element, a feedback link will appear. Click it to view the note.
   

   

3. To view all notes associated with a rating form, click Feedback from the actions menu.
   

   

4. Click Back to return to the evaluation plan.