Scoring Your Self-Review

Self-reviews are an excellent way for employees to reflect on their yearly performance. They also allow employees to evaluate their progress on goals they have previously set and review notes they have taken.

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Scoring Your Self-Review

Step 1: Make sure you are in the Home tab from the Navigation Bar. Click Score Review. The ability to score your appraisal is determined by your organization’s designated scoring window.

Step 2: Select the appropriate rating, and add a comment if desiredAn abbreviated score will appear in the review summary on the left-hand side indicating that an Employee has rated the competency.


Step 3: When adding a comment, be sure to click Add this comment to it to the appraisal document.


Step 4:  Some form might contain open-ended questions. Be sure to answer any questions in full, then click Add this Answer to save your answer to the review document.

Step 5: When complete, all competencies in the review summary area will have score or checkmarks. An Overall Score is calculated. Now is the time to make any desired changes to the review. When finished select Send to Manager.

Step 6: Trakstar Perform will ask if you are sure you want to submit your self-appraisal. Once submitted, the employee can no longer edit a self-review. When you are sure you would like to submit, click Yes.

Note: Did you know you can still add a goal to your review even if you've already submitted it to your manager? If a goal is added after the Self-Review has already been submitted, this will automatically re-open your review so that you can select the rating for that goal!

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