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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 #
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.
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.
