Answering your self-assessment
Use this when you have been asked to fill in a self-assessment, for a probation review, a quarterly check-in or your annual appraisal. It shows you how to find it, answer the questions, save and come back later, submit it, see your score afterwards and download a copy. It also explains what "Pending you" and "Pending manager" mean.
Where: Performance › My performance › Assessments
You need: to be in an assessment cycle. Your company adds you, and you get an email when it opens.
How to answer your self-assessment
- Go to Performance › My performance › Assessments, or select the link in your email.
- Under Open Assessments, find the cycle marked Pending you and select Start now.
- For each question, select the answer that fits best. On some questions you can tick more than one.
- Add a Comment to any question to explain your answer.
- Select Save to keep your answers and finish later.
- When every question has an answer, select Submit.
Submit stays greyed out, with the note "Please rate all questions before submitting.", until every question is answered. Select an answer again to clear it.
⚠️ Once you submit, you cannot change your answers. If you need to, ask your reviewer to return the assessment to you.
How to see a submitted assessment and download it
- Go to Performance › My performance › Assessments.
- In All Cycles, select the cycle's row, or select View on its card.
- Read your answers and your Employee score.
- Select Download Report to open a printable copy. Print it, or save it as a PDF.
What you see on the page
Open Assessments shows a card for each cycle that is open now:
| On the card | What it means |
|---|---|
| Dates | The assessment period. |
| Due chip | Your due date, or Overdue once it has passed. |
| Reviewer | Who reviews you. Only shown if your company lets you see it. |
| Self and Manager | Your score and your reviewer's score, out of 5. A dash means no score yet. |
| Status | Pending you, Pending manager or Completed. |
All Cycles lists every assessment you have been part of. Search by name, filter by status, pick a due-date range, and sort by Cycle Name, Scores or Due Date.
| Status | What it means |
|---|---|
| Pending you | You still need to submit. |
| Pending manager | You have submitted, or there was nothing for you to answer. Your reviewer has not finished. |
| Completed | Everyone has submitted. |
Some cycles only have a manager review and no questions for you. They appear here so you can follow them, but there is nothing to fill in.
What Happens Next
- When you submit, your score is calculated and shown as Self. How it is worked out is in How assessment scores are calculated.
- Your reviewers are emailed that you have submitted, and can then complete their review.
- If your company lets you see your reviewer's part, you are emailed when they submit, and their score appears as Manager. Otherwise you will not see it.
- If your assessment is returned to you, you get an email with the reason. It shows as Pending you again, with your answers kept.
- If you have not submitted by the due date, you get a reminder each day for up to 30 days.
Tips
- Save as you go. Closing the window without saving loses what you entered since your last save.
- Give examples in the comments. "Closed 40 tickets a week with 95% satisfaction" helps your reviewer far more than "Good".
- Be honest. Your reviewer usually reads your answers before writing theirs, and a big gap is the first thing they ask about.
- Submit before the due date. Your reviewer cannot finish their part until you have submitted.
Troubleshooting / FAQ
Q: I got an email but can't find my assessment. Check All Cycles, and clear any search or status filter. If it is not there, ask HR to check you are in the cycle.
Q: Submit is greyed out. At least one question has no answer. Scroll down and answer every question.
Q: I submitted by mistake. Ask your reviewer to select Return to Employee before they complete their own review.
Q: I can't see my manager's score or comments. Your company has chosen not to show reviews to employees in this cycle.
Q: Why does it say Overdue? Your due date has passed and you have not submitted. Submit as soon as you can.