Complete a Self-Assessment

Learn how to complete a self-assessment in PEARS, including selecting supporting data, setting goals, and completing the survey.

This article walks through the steps for staff members to complete a self-assessment as part of the annual performance review process. During the user assessment window, you will select supporting data from other PEARS modules, review previous goals and feedback, set goals for the next year, upload any supporting documents, and complete the self-assessment survey.

NOTE: You can only complete your self-assessment during the user assessment window defined in the review plan. If the window has not opened or has already closed, you will not be able to submit your assessment.

1

Navigate to Your Performance Review

From the PEARS homepage, hover over the Reflect menu in the top navigation bar and click Performance Reviews. Locate your performance review for the current year and click on it. In the Progress panel, click Supporting Data to begin.

2

Select Supporting Data (if configured)

If the review plan requires supporting data, you will see a section for selecting records from other PEARS modules. Depending on your organization's configuration, you may select data from:

• Action Plans — Select relevant action plans from the configured year.

• Professional Development Plans — Select professional development plans.

• Action Plan Reports — Select action plan reports that document your progress.

• Quarterly Efforts — Select quarterly effort reports.

• Program Activities — Select program activities you led or contributed to.

• Success Stories — Select success stories that highlight your impact.

Use the available lists to browse and select the records that best represent your work during the review period. The year of available records (previous, same, or next year relative to the review year) is determined by the review plan configuration.

TIP: Choose supporting data that clearly demonstrates your accomplishments and contributions. Reviewers will use this information to evaluate your performance.

3

Review Previous Goals and Supervisor Feedback

If you participated in a previous performance review cycle, this section displays your goals from the prior year along with any feedback your supervisor provided. This information is read-only and is included for your reference as you reflect on your progress.

4

Enter Goals for Next Year

In the Goals for Next Year field, enter your professional goals for the upcoming year. Describe the objectives you plan to work toward, including any specific outcomes or milestones.

TIP: Write clear, measurable goals. Your supervisor will review these goals and provide feedback during their evaluation.

5

Upload Supporting Documents (optional)

In the File Attachments section, upload any additional documents that support your self-assessment. These may include certificates, reports, recognition letters, or other relevant files. Then click Save and continue.

6

Complete the Self-Assessment Survey

Complete the self-assessment survey by answering each question. The survey was selected by your administrator when creating the review plan. All required questions must be answered before you can submit. If the review plan does not include a self-assessment survey, this step is skipped.

When you are finished, click Save and Continue.

7

Submit Your Self-Assessment

Review your responses and click Mark as Complete to finalize your self-assessment. Once submitted, your self-assessment will be available for your supervisor to review during the supervisor window.

NOTE: After submitting, you cannot edit your self-assessment. To make changes, contact your supervisor and ask them to change the status of your review to incomplete. Verify that all information is accurate and complete before submitting.