Start Your Self Review
Navigate to the Performance Management Dashboard.
Locate the active review cycle.
Find the Self Review card.
Click Do Review.
Note: The Do Review button is available only after the review cycle's Open Date. Before the open date, the self review cannot be accessed.
Complete the Self Review
Within the review:
Answer all applicable review questions.
Provide ratings and comments where required.
Create or update goals if the review includes a goal review section.
Complete any additional sections included in the review template.
After completing all required sections, click Submit to complete your self review.
Save Your Progress
You can leave the review at any time without losing your work.
Simply:
Close the review.
Navigate away from the page.
Return later to continue.
Your responses are automatically saved as a Draft, allowing you to continue from where you left off.
Resubmit a Returned Self Review
If your self review is returned for updates:
Navigate to the Performance Management Dashboard.
Open the review cycle.
Click Do Review on the Self Review card.
Review the return comments explaining what needs to be updated.
Make the requested changes.
Click Submit to resubmit your self review.
Things to Know
The Do Review button is available only after the configured Open Date.
Your progress is automatically saved as a draft while you complete the review.
You can leave and return to your self review as many times as needed before submitting.
Returned self reviews can be edited and resubmitted after addressing the return comments.
Once submitted, your self review proceeds through the configured review workflow.