---
title: "How to Start and Complete a Self-Assessmen"
description: "Self-assessments in HRSimplified provide employees with an opportunity to reflect on their performance, track their progress on assigned **KPAs (Key Performance Areas)** and **KPIs (Key Performance Indicators)**, and answer custom questions set by their managers. Here's a step-by-step guide to…"
url: "https://hrsimplified.org/docs/how-to-start-and-complete-a-self-assessmen/"
updated: "2024-10-08"
category: Performance Management
---

# How to Start and Complete a Self-Assessmen

Self-assessments in HRSimplified provide employees with an opportunity to reflect on their performance, track their progress on assigned **KPAs (Key Performance Areas)** and **KPIs (Key Performance Indicators)**, and answer custom questions set by their managers. Here's a step-by-step guide to help employees complete their self-assessment.

---

## Steps to Start a Self-Assessment

![HRSimplified My Performance management section indicating the list of assessments assigned to this user. ](https://hrsimplified.org/wp-content/uploads/2024/10/image-40-1024x576.png)

### 1. Log in to HRSimplified

- **Log in** to your HRSimplified account using your credentials.
- Navigate to the **Employee Self-Service** section.

### 2. Access My Performance

- Once in the **Employee Self-Service** section, click on **My Performance** in the menu.
- You’ll see a list of all the **performance reviews** that have been assigned to you.

### 3. Check Review Availability

- **Review Availability**: Your assigned performance reviews will show their availability status based on the review period (e.g., **Annual**, **Quarterly**, **Monthly**). Reviews become available after the specific time period set by your manager:
  - **Annual Review** unlocks after 11 months.
  - **Half-Yearly Review** unlocks after 5 months.
  - **Quarterly Review** unlocks after 2 months.
  - **Monthly Review** unlocks after 2 weeks.

### 4. Start the Self-Assessment

- Once your review is available, click **Start Self-Assessment** to begin your self-assessment.

---

## Completing the Self-Assessment

### 1. Review KPAs and KPIs

- Begin by reviewing the **KPAs** and **KPIs** assigned to your role. Each KPA will be paired with specific **Key Performance Indicators** that are measurable goals or targets.
  - **Example**: For the **Revenue Generation** KPA, the KPI might be “Achieve a monthly sales target of $50,000.”

### 2. Provide Feedback on Each KPA/KPI

- For each **KPA/KPI combination**, evaluate your performance. You may be asked to rate your performance based on predefined criteria (e.g., **1 to 7 scale**), or provide written feedback on how you have achieved or missed the set targets.
  - **Example**: If the target was $50,000 in monthly sales, you might note that you achieved $55,000 and explain the strategies you used.

### 3. Answer Open-Ended Questions

- In addition to KPIs, you’ll likely encounter **open-ended questions** designed to gather qualitative feedback about your experience, challenges, and growth opportunities.
  - **Example**: “What challenges did you face in meeting your performance targets this quarter?”
  - **Example**: “In which areas do you feel you need further development?”

### 4. Add Additional Comments

- If your review template includes a **comments section**, use this space to provide any additional feedback or notes that you feel are relevant to your overall performance.
  - This could include requests for support, reflections on company culture, or suggestions for improvement in your role.

![HRSimplified screen showing the Self assessment modal where the employee completes the first self assessment step of the process](https://hrsimplified.org/wp-content/uploads/2024/10/image-41-1024x576.png)

---

## Submitting the Self-Assessment

### 1. Final Review

- Once you’ve completed the assessment, take a moment to **review your answers** and ensure you’ve provided comprehensive feedback on all **KPAs, KPIs**, and questions.

### 2. Submit the Self-Assessment

- After reviewing, click **Submit** to send your self-assessment for review. Once submitted, your manager and, if applicable, your peers will be notified.

---

## Important Notes:

- **Timely Submission**: Be sure to complete your self-assessment by the deadline set by your manager. You will receive **email reminders** if your review is still pending.
- **Peer Review**: After submitting your self-assessment, peers assigned to review you will also be notified to complete their reviews, and your manager will perform the final assessment.
- **Manager Review**: Following the peer reviews, your manager will complete the final review and may adjust scores or add development recommendations.