How do I fill up a self-assessment review form?

Category: Performance

Self-assessment is an opportunity for all employees to showcase their achievements, strengths, weaknesses, and strategies for the next quarter. Once the HR Administrator has initiated an employee performance review, every user can do their self-assessment under My Reviews in

Why this feature?

  • The self-assessment is the first step of the review process. 
  • This important step will give users insights into their own strengths and weaknesses. 
  • This will help employees to get prepared before the management and peers begin their assessment of them.

Step 1:

Navigate to Performance → Reviews the left navigation panel.

In the Reviews page, click on the Self tab under the Active reviews tab and select the Self-assessment that you are going to perform.

You can also perform the self-assessment through the Action Center.

Step 2

In the My Review: Active tab you can perform a self-assessment and Add Peers to evaluate your performance and in the Documents section you can include supporting documents for the review.

Step 3

Provide Ratings and Comments, you can also view the progress of your OKRs and points you received in the Recognition tab.  

Step 4

Provide Ratings and click on the Comments option to add your comments

Step 5:

You can even perform Check-ins for your Key results if needed before providing ratings for the OKRs section.

Step 6:

Provide Overall Rating and comments, After performing the assessment click on Submit.

Finally, in the confirmation popup message, click Submit.

Related Answer Post

To know more about How to fill out a Peer assessment, click here.

Related Blog Post

To know more about Employee Self Evaluation Templates, Examples, and Tips, click here.

Related Questions