Step 1: Add Current or Future Goals (if applicable)
Click Employee Documents.
Click Employee Goal Tools.
Select the Current or Future tab.
Select which appraisal you wish to work with from the "Appraisal Process" drop down if visible.
Click Add Goal.
Enter Goal Name, Weight, Due Date, and Goal Description, and Action Steps (if desired).
Click Language Check to review your text.
Click Save.
Step 2: Evaluate Core Values
If your organization does not utilize Core Values, skip to Step 3.
Click Appraisals.
Click Evaluate Core Values.
Select which appraisal you wish to work with from the "Appraisal Process" drop down if visible.
Select the first Core Value.
Review the Description. If necessary, click on the expander at the bottom center of the description to view any hidden text.
Select a score by clicking on the level descriptor, adjusting the slider bar, or typing into the box above the slider bar.
Note: Depending on your organization's settings, if you were rated on the Core Value during the previous appraisal cycle, you will see a "Last" slider bar displaying that score.
Add Comments.
Click Language Check to review your text.
Click Next to evaluate the remaining Core values. Ratings and comments are automatically saved when you leave the screen.
Step 3: Evaluate Competencies
Click Appraisals.
Click Evaluate Competencies.
Select the first Competency.
Review the Description. If necessary, click on the expander at the bottom center of the description to view any hidden text.
Select a score by clicking on the level descriptor, adjusting the slider bar, or typing into the box above the slider bar. If applicable, read the description of each Sub-Competency and select a rating from the dropdown.
Note: Depending on your organization's settings, if you were rated on the Competency during the previous appraisal cycle, you will see a "Last" slider bar displaying that score.
Add Comments.
Click Language Check to review your text.
Click Next to evaluate the remaining Competencies. Ratings and comments are automatically saved when you leave the screen.
Step 4: Evaluate Goals
Click Appraisals.
Click Evaluate Goals.
Select the first goal.
If necessary, click on the expander at the bottom center of the Goal description to view the entire description.
Select a score by clicking on the level descriptor, adjusting the slider, or typing into the box above the slider bar.
If applicable, read the description of each Action Step and select a rating from the dropdown. Ratings on Action Steps will be averaged together to produce a score for the Goal. This score will automatically be reflected on the slider bar. You may manually edit this score if your organization's settings allow for overrides.
Add Comments.
If activated, you can describe progress in the "Goal Progress" area to the right of the Comment boxes.
Click Language Check to review your text.
Click Next to evaluate the remaining Goals. Ratings and comments are automatically saved when you leave the screen.
Step 5: Summary Comments
Click Appraisals.
Click Summary Comments.
Complete all Summary Fields.
Click Language Check to review your text.
Comments are automatically saved when you leave the screen.
Step 6: Finish Appraisal
Click Appraisals.
Click Finish Appraisal.
Click on the Ready tab.
Make sure all criteria have been evaluated.
Click the Mark Ready button.
Note: Upon marking ready, the document will become Read-Only. No further edits can be made to the self-appraisal at this point. If additional edits are needed, contact an Administrative User, or a member of your HR team. From here, your manager will complete their portion of the review. If activated, you will receive an e-mail notification when it is time to E-sign your review. Follow the steps below to sign.
Step 7: E-signing the Appraisal
Click Home.
From the "To Be Signed" widget, select an appraisal.
Review the appraisal one last time.
Click the box at the bottom of the appraisal to sign electronically.
Choose Agree or Disagree.
Add comments, if desired.
Note: If you select 'Disagree' a comment is required to save your signature.
Click Save.
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