A self-assessment gives individuals a moment to reflect on their own development, growth and performance against their goals, OKR’s and/or company values. This will also allow managers to gauge how their direct reports, feel, they are performing in comparison to their own perception.
- Selecting Reviews on the navigation menu.
- Clicking Create a review on the upper right side.
- Choose "Custom Review"
- Click the Add self-assessment checkbox.
On the Participants page, add in your participants by clicking the green "Add participants" button next to Recipients.
A pop up will appear where you can select whom will be reviewed by clicking the checkbox adjacent to their name or you can add everyone by checking the box next to the search bar. You will not add in any feedback reviewers as this is a self-assessment, and not a review exchange.
In this section, you can choose what topics, questions or values the participants are going to give feedback on. You can either choose a topic from your company's pre-populated (competency) library or write your own custom questions or topics.
Once added you can adjust the response methods, as “rating scale with comment” will be the default method. Note, you will not need to add a self-assessment perspective to this review.
Before launching a review you need to choose a start and end date and time. Once you add in a start and end date, you can configure what default reminder notifications will be sent
On the start date and time, an invitation will be sent to all participants. As the review progresses you selected reminders are sent to the review participants who haven't completed their tasks.
All review reports will only be shared at the deadline.
Add in a title/context
On the Communication page, you will first need to enter in a title for your review, survey or form. It should be specific and easy referable. Such as, 2020 Sales Self Evaluation Peer Review.
Next, enter in the review context. Note, this context will be sent in the initial email to all participants taking action in the review, and will appear on the review task in Impraise. Whether you're completing a self-assessment, peer review, or both the context will be the same for everyone.
Before scheduling your review decide whom the reports should be shared with: The feedback recipient and/or the feedback recipient manager. Review reports are shared at the deadline, simultaneously with recipient and manager when applicable. You cannot edit whom will receive the report once the review launches.
Tip: You can also add "Observers" who will receive all individual reports from the review. We recommend adding an observer to every review. An observer should be a generic / HR account that is used for scheduling and filing, to ensure there is one account with all review reports.
When you feel you are ready click Save and close. Always double check the summary of your review, then select the Schedule button to set your review in motion!