Complete a self-assessment and a reviewer's review
Staff open My Performance > My appraisal, score each criterion 1-5 and send. The assigned reviewer then scores and comments to complete it, which locks the appraisal and notifies the staff member.
For Teachers, Staff, Accountants, School administrators, HR managers. Updated 2026-10-09.
Overview
Staff step: go to My Performance > My appraisal (needs appraisal:self). The open appraisal shows the cycle, due date and criteria. Click Send self-assessment and give each criterion a whole-number score from 1 to 5, plus an optional comment ("Anything you want your reviewer to know").
Confirm "Send your self-assessment?"; the toast is "Self-assessment sent for review". It can only be sent once ("Your self-assessment has already been sent.") and only for your own appraisal while the cycle is Open. The status becomes Waiting for review and the reviewer is notified.
Reviewer step: the assigned reviewer opens My Performance > Team to review (filter Ready to review, Waiting for staff, Completed) or Appraisals & Training > Appraisals, opens the appraisal, scores every criterion 1 to 5 and writes a comment of at least 3 characters ("Add a short comment on the review").
The confirmation "Complete this appraisal?" shows the overall score and rating that will be recorded. The overall score is the weighted average of the criteria, with ratings Outstanding (4.5+), Exceeds expectations (3.5+), Meets expectations (2.5+), Needs improvement.
Completing locks the appraisal ("This appraisal is completed and locked.") and notifies the staff member "Your appraisal is complete". Reviewing is blocked until the staff member has finished their self-assessment, and no one may review their own appraisal.
Until completion, the staff member cannot see the reviewer's scores or comment; the page shows them as hidden. After completion they see everything, including past cycles under Earlier appraisals.
Before you start
- An Open cycle and an appraisal generated for the staff member
- A reviewer assigned (or HR with the “edit appraisal” permission)
Steps
- Staff: open My Performance > My appraisal.
- Score every criterion from 1 to 5 and add a comment if you wish.
- Click Send self-assessment and confirm.
- Reviewer: open Team to review and pick an appraisal marked Ready to review.
- Score each criterion and write your review comment.
- Click Complete appraisal and confirm the overall score shown.
Common problems
"The staff member has not finished their self-assessment yet."
The reviewer can only complete after the staff member sends their self-assessment. Remind them or check the Waiting for staff filter.
"Only the assigned reviewer can complete this appraisal."
Ask HR to assign you as reviewer, or have HR (the “edit appraisal” permission) review it if no reviewer was assigned.
I cannot see my reviewer's scores.
Scores and comments are hidden until the appraisal is Completed.
"This appraisal cycle has been closed."
Unfinished appraisals cannot be submitted after the cycle is closed. Ask HR about the next cycle.