Reviews Process Step 1: The Self Evaluation
The self-evaluation is the first step in the reviews process. When an Admin starts a review cycle an email from Uptick goes out to everyone being reviewed in that cycle, letting them know they can start working on their self-evaluation.
The team member writes a response to each section of the review, and once they have marked each section as "complete", they will be able to submit their self evaluation and the review gets passed to the manager for their evaluation.
How to fill out your self evaluation
Watch: A walkthrough of how to fill out the self evaluation
Once an Admin has started a review cycle, you'll see your review queued up on the Reviews page.
Note: If you are also a manager and/or review approver, to see your self evaluation make sure you're on the "My Reviews" tab in the upper left of the Reviews page.
Click the "Start Self Evaluation" button on the Reviews page to open your review
You'll see the review questions set up by an Admin on your Uptick account. You don't need to complete the self-evaluation all in one sitting, you can start it and return to it any time.
Click on each section in the review to view the prompt, and click "write a response"
What you write is automatically saved, so you can start so you can always come back and continue working on it before you submit.
Click the "+" icon on the left side, or highlight any text, to see formatting options.
Click "Show Notes" at the bottom left of the section, as another way to view or insert any saved notes.
[Optional] Choosing "Insert a Note" will open a window that allows you to view and select any notes you have saved from the specified review period
Select any notes you want to insert into this section of the review, click the blue "Add" button, and they will be added that section's response in a bulleted list.
Not seeing the notes you're looking for? Click on the topic or review cycle filters to view other topics or additional date ranges:
When you're happy with what you've written, mark the section as "complete" in the bottom right
All sections must be marked as "complete" before you can submit the self evaluation.
See your progress at any point via the sidebar menu
Click the clipboard icon to see your review steps and your completion progress.
Step 1, Tag Notes, is optional.
Step 2, Use Notes to Write Your Review, shows your progress on completing each section of your evaluation. Using notes is optional. You can choose to write your whole review using free text and not use any saved notes.
Submitting your self evaluation
Once you have written a response to each section, and marked each section as complete, then the sidebar will automatically slide out and you will see the option to click "Submit Self Evaluation".
Clicking "Submit" will send an email notification to your manager, and will not allow you to make any further edits unless an Admin reopens your self-evaluation.
If you "Preview" your evaluation and decide you would like to make additional edits, use the back arrow in your browser to return to your evaluation, and you will need to "un-complete" the section you would like to continue editing. Make your edits and click "complete" again when you are ready, and then "Submit" your evaluation.
If you are ready to submit your evaluation after clicking "Preview", open the sidebar menu again (click the clipboard icon), and you will see the button to "Submit".
That's it!
Once you have submitted your evaluation, then your manager will add their evaluation and then the review will be passed to the Approver. Once your review has been approved, then your manager will share it with you via Uptick.
Questions? Contact us via chat and we're happy to help!