Ask employee for self-assessment (for evaluation purposes)

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As team leader of 7 people, I'll have to run the evaluation process with each of them.
For few of them, the past year was not really a good year (from my point of view) as I had to correct them multiple time. Most of these mistakes lead to a lot of wasted time as they had to re-do their entire work.



As it's always easier to see the "bad things" than the "good things", I wanted to take a step back and ask them to present me their summary of the year/why should they deserve a bad-good-very good evaluation.
This would allow me to avoid forgetting the good things (as I suppose they'll focus on that :)). At the end, I'll still have to complete the evaluation form myself but with a more objective eye (I hope)



Do you consider it as a good (or bad) thing to ask them for their self-evaluation? What could be the (positives/negatives) drawbacks?



Note that this evaluation is directly linked with their (paid) bonus



Thanks!










share|improve this question









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  • what is the companies policy regarding reviews? Some have a very formal process, others no process for doing reviews.
    – mhoran_psprep
    1 hour ago










  • Are you a new leader? Have you not been tracking all their work (both the "good things" as well as the "bad things") all year?
    – Joe Strazzere
    56 mins ago










  • @mhoran_psprep, the policy is very formal and a process already exist but it's way too "closed" and doesn't let the opportunity to correctly judge it.
    – worms
    49 mins ago










  • @JoeStrazzere, it's the second evaluation review (so second year) and I'd like to improve my previous experience :). Besides, the team is young and new in the company so it'll be the first review for most of them. I did but my fear is to misjudge them by forgetting something.
    – worms
    46 mins ago
















up vote
4
down vote

favorite












As team leader of 7 people, I'll have to run the evaluation process with each of them.
For few of them, the past year was not really a good year (from my point of view) as I had to correct them multiple time. Most of these mistakes lead to a lot of wasted time as they had to re-do their entire work.



As it's always easier to see the "bad things" than the "good things", I wanted to take a step back and ask them to present me their summary of the year/why should they deserve a bad-good-very good evaluation.
This would allow me to avoid forgetting the good things (as I suppose they'll focus on that :)). At the end, I'll still have to complete the evaluation form myself but with a more objective eye (I hope)



Do you consider it as a good (or bad) thing to ask them for their self-evaluation? What could be the (positives/negatives) drawbacks?



Note that this evaluation is directly linked with their (paid) bonus



Thanks!










share|improve this question









New contributor




worms is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.



















  • what is the companies policy regarding reviews? Some have a very formal process, others no process for doing reviews.
    – mhoran_psprep
    1 hour ago










  • Are you a new leader? Have you not been tracking all their work (both the "good things" as well as the "bad things") all year?
    – Joe Strazzere
    56 mins ago










  • @mhoran_psprep, the policy is very formal and a process already exist but it's way too "closed" and doesn't let the opportunity to correctly judge it.
    – worms
    49 mins ago










  • @JoeStrazzere, it's the second evaluation review (so second year) and I'd like to improve my previous experience :). Besides, the team is young and new in the company so it'll be the first review for most of them. I did but my fear is to misjudge them by forgetting something.
    – worms
    46 mins ago












up vote
4
down vote

favorite









up vote
4
down vote

favorite











As team leader of 7 people, I'll have to run the evaluation process with each of them.
For few of them, the past year was not really a good year (from my point of view) as I had to correct them multiple time. Most of these mistakes lead to a lot of wasted time as they had to re-do their entire work.



As it's always easier to see the "bad things" than the "good things", I wanted to take a step back and ask them to present me their summary of the year/why should they deserve a bad-good-very good evaluation.
This would allow me to avoid forgetting the good things (as I suppose they'll focus on that :)). At the end, I'll still have to complete the evaluation form myself but with a more objective eye (I hope)



Do you consider it as a good (or bad) thing to ask them for their self-evaluation? What could be the (positives/negatives) drawbacks?



Note that this evaluation is directly linked with their (paid) bonus



Thanks!










share|improve this question









New contributor




worms is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.











As team leader of 7 people, I'll have to run the evaluation process with each of them.
For few of them, the past year was not really a good year (from my point of view) as I had to correct them multiple time. Most of these mistakes lead to a lot of wasted time as they had to re-do their entire work.



As it's always easier to see the "bad things" than the "good things", I wanted to take a step back and ask them to present me their summary of the year/why should they deserve a bad-good-very good evaluation.
This would allow me to avoid forgetting the good things (as I suppose they'll focus on that :)). At the end, I'll still have to complete the evaluation form myself but with a more objective eye (I hope)



Do you consider it as a good (or bad) thing to ask them for their self-evaluation? What could be the (positives/negatives) drawbacks?



Note that this evaluation is directly linked with their (paid) bonus



Thanks!







performance-reviews bonus testevalua






share|improve this question









New contributor




worms is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.











share|improve this question









New contributor




worms is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.









share|improve this question




share|improve this question








edited 9 mins ago









Joe Strazzere

231k112676955




231k112676955






New contributor




worms is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.









asked 4 hours ago









worms

241




241




New contributor




worms is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.





New contributor





worms is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.






worms is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.











  • what is the companies policy regarding reviews? Some have a very formal process, others no process for doing reviews.
    – mhoran_psprep
    1 hour ago










  • Are you a new leader? Have you not been tracking all their work (both the "good things" as well as the "bad things") all year?
    – Joe Strazzere
    56 mins ago










  • @mhoran_psprep, the policy is very formal and a process already exist but it's way too "closed" and doesn't let the opportunity to correctly judge it.
    – worms
    49 mins ago










  • @JoeStrazzere, it's the second evaluation review (so second year) and I'd like to improve my previous experience :). Besides, the team is young and new in the company so it'll be the first review for most of them. I did but my fear is to misjudge them by forgetting something.
    – worms
    46 mins ago
















  • what is the companies policy regarding reviews? Some have a very formal process, others no process for doing reviews.
    – mhoran_psprep
    1 hour ago










  • Are you a new leader? Have you not been tracking all their work (both the "good things" as well as the "bad things") all year?
    – Joe Strazzere
    56 mins ago










  • @mhoran_psprep, the policy is very formal and a process already exist but it's way too "closed" and doesn't let the opportunity to correctly judge it.
    – worms
    49 mins ago










  • @JoeStrazzere, it's the second evaluation review (so second year) and I'd like to improve my previous experience :). Besides, the team is young and new in the company so it'll be the first review for most of them. I did but my fear is to misjudge them by forgetting something.
    – worms
    46 mins ago















what is the companies policy regarding reviews? Some have a very formal process, others no process for doing reviews.
– mhoran_psprep
1 hour ago




what is the companies policy regarding reviews? Some have a very formal process, others no process for doing reviews.
– mhoran_psprep
1 hour ago












Are you a new leader? Have you not been tracking all their work (both the "good things" as well as the "bad things") all year?
– Joe Strazzere
56 mins ago




Are you a new leader? Have you not been tracking all their work (both the "good things" as well as the "bad things") all year?
– Joe Strazzere
56 mins ago












@mhoran_psprep, the policy is very formal and a process already exist but it's way too "closed" and doesn't let the opportunity to correctly judge it.
– worms
49 mins ago




@mhoran_psprep, the policy is very formal and a process already exist but it's way too "closed" and doesn't let the opportunity to correctly judge it.
– worms
49 mins ago












@JoeStrazzere, it's the second evaluation review (so second year) and I'd like to improve my previous experience :). Besides, the team is young and new in the company so it'll be the first review for most of them. I did but my fear is to misjudge them by forgetting something.
– worms
46 mins ago




@JoeStrazzere, it's the second evaluation review (so second year) and I'd like to improve my previous experience :). Besides, the team is young and new in the company so it'll be the first review for most of them. I did but my fear is to misjudge them by forgetting something.
– worms
46 mins ago










2 Answers
2






active

oldest

votes

















up vote
4
down vote













If you offer them a self-appraisal, they will expect a self-appraisal. They will also likely spend a fair amount of time on it.



I would suggest that you advertise this as a collaborative assessment, book a meeting and ask them to prepare for it. Let them know that you expect them to make a case for a good review, and that you will discuss the final appraisal result.



Doing this means they are more likely to prepare properly, and it will not erode trust in you when you have critiques after they submit their own self-evaluation.






share|improve this answer



























    up vote
    0
    down vote














    Do you consider it as a good (or bad) thing to ask them for their
    self-evaluation? What could be the (positives/negatives) drawbacks?




    Overall it's a good thing. But it does set some expectations. Make sure those expectations are clear and that you follow through completely.



    Explain ahead of time what you are doing and why. Make sure you clearly communicate that you will be writing up the final review, but that you value their input. Make sure that you explain that it is your job to write the formal evaluation, not theirs, and that you are looking for their help.



    Decide ahead of time if their self-evaluation will be filed along with your evaluation. And decide ahead of time if they will be allowed to formally comment on your final evaluation or not.



    Some employees will welcome the chance to help you consider all the details of the past year as you prepare your evaluation. Unfortunately, these will likely be the employees who will be getting a "good" evaluation and a good raise.



    Other employees will take this as sign that you don't really understand or value the work that they do and will attempt to use this self-evaluation as a counter to your critical evaluation or as a way to blunt the negative aspects of their work This group will include those employees who had "not really a good year".



    Hopefully, you have a one-on-one meeting to review their self-evaluation in which you go over their points, ask for any needed clarification, thank them for their input, and remind them how the rest of the process will go.



    And hopefully, you have another one-on-one meeting to review your final evaluation report. In it you can review the year including both what went well and what needs improvement. If their self-evaluation was very rosy and your evaluation wasn't here is where you need to be able to be open and honest with your feedback. This can be a difficult conversation - be very prepared.



    Encourage your team members to keep track of their accomplishments throughout the upcoming year, to use as input into next year's evaluation.



    Since at least parts of this process appears to be new, you may want to talk to HR about it before you start. They would likely have some guidance on how to do this effectively in your shop. They may even have some requirements regarding what you will be permitted to do and what you will not be permitted to do. Many companies have a standard evaluation process and wouldn't permit deviations.



    You may also want to run this past your boss. Some bosses wouldn't want part of their team evaluated one way while the rest are evaluated a different way.



    Think it all through completely before you start. And make sure everyone understands what you are doing and why.






    share|improve this answer




















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      2 Answers
      2






      active

      oldest

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      2 Answers
      2






      active

      oldest

      votes









      active

      oldest

      votes






      active

      oldest

      votes








      up vote
      4
      down vote













      If you offer them a self-appraisal, they will expect a self-appraisal. They will also likely spend a fair amount of time on it.



      I would suggest that you advertise this as a collaborative assessment, book a meeting and ask them to prepare for it. Let them know that you expect them to make a case for a good review, and that you will discuss the final appraisal result.



      Doing this means they are more likely to prepare properly, and it will not erode trust in you when you have critiques after they submit their own self-evaluation.






      share|improve this answer
























        up vote
        4
        down vote













        If you offer them a self-appraisal, they will expect a self-appraisal. They will also likely spend a fair amount of time on it.



        I would suggest that you advertise this as a collaborative assessment, book a meeting and ask them to prepare for it. Let them know that you expect them to make a case for a good review, and that you will discuss the final appraisal result.



        Doing this means they are more likely to prepare properly, and it will not erode trust in you when you have critiques after they submit their own self-evaluation.






        share|improve this answer






















          up vote
          4
          down vote










          up vote
          4
          down vote









          If you offer them a self-appraisal, they will expect a self-appraisal. They will also likely spend a fair amount of time on it.



          I would suggest that you advertise this as a collaborative assessment, book a meeting and ask them to prepare for it. Let them know that you expect them to make a case for a good review, and that you will discuss the final appraisal result.



          Doing this means they are more likely to prepare properly, and it will not erode trust in you when you have critiques after they submit their own self-evaluation.






          share|improve this answer












          If you offer them a self-appraisal, they will expect a self-appraisal. They will also likely spend a fair amount of time on it.



          I would suggest that you advertise this as a collaborative assessment, book a meeting and ask them to prepare for it. Let them know that you expect them to make a case for a good review, and that you will discuss the final appraisal result.



          Doing this means they are more likely to prepare properly, and it will not erode trust in you when you have critiques after they submit their own self-evaluation.







          share|improve this answer












          share|improve this answer



          share|improve this answer










          answered 3 hours ago









          JohnHC

          12.4k83143




          12.4k83143






















              up vote
              0
              down vote














              Do you consider it as a good (or bad) thing to ask them for their
              self-evaluation? What could be the (positives/negatives) drawbacks?




              Overall it's a good thing. But it does set some expectations. Make sure those expectations are clear and that you follow through completely.



              Explain ahead of time what you are doing and why. Make sure you clearly communicate that you will be writing up the final review, but that you value their input. Make sure that you explain that it is your job to write the formal evaluation, not theirs, and that you are looking for their help.



              Decide ahead of time if their self-evaluation will be filed along with your evaluation. And decide ahead of time if they will be allowed to formally comment on your final evaluation or not.



              Some employees will welcome the chance to help you consider all the details of the past year as you prepare your evaluation. Unfortunately, these will likely be the employees who will be getting a "good" evaluation and a good raise.



              Other employees will take this as sign that you don't really understand or value the work that they do and will attempt to use this self-evaluation as a counter to your critical evaluation or as a way to blunt the negative aspects of their work This group will include those employees who had "not really a good year".



              Hopefully, you have a one-on-one meeting to review their self-evaluation in which you go over their points, ask for any needed clarification, thank them for their input, and remind them how the rest of the process will go.



              And hopefully, you have another one-on-one meeting to review your final evaluation report. In it you can review the year including both what went well and what needs improvement. If their self-evaluation was very rosy and your evaluation wasn't here is where you need to be able to be open and honest with your feedback. This can be a difficult conversation - be very prepared.



              Encourage your team members to keep track of their accomplishments throughout the upcoming year, to use as input into next year's evaluation.



              Since at least parts of this process appears to be new, you may want to talk to HR about it before you start. They would likely have some guidance on how to do this effectively in your shop. They may even have some requirements regarding what you will be permitted to do and what you will not be permitted to do. Many companies have a standard evaluation process and wouldn't permit deviations.



              You may also want to run this past your boss. Some bosses wouldn't want part of their team evaluated one way while the rest are evaluated a different way.



              Think it all through completely before you start. And make sure everyone understands what you are doing and why.






              share|improve this answer
























                up vote
                0
                down vote














                Do you consider it as a good (or bad) thing to ask them for their
                self-evaluation? What could be the (positives/negatives) drawbacks?




                Overall it's a good thing. But it does set some expectations. Make sure those expectations are clear and that you follow through completely.



                Explain ahead of time what you are doing and why. Make sure you clearly communicate that you will be writing up the final review, but that you value their input. Make sure that you explain that it is your job to write the formal evaluation, not theirs, and that you are looking for their help.



                Decide ahead of time if their self-evaluation will be filed along with your evaluation. And decide ahead of time if they will be allowed to formally comment on your final evaluation or not.



                Some employees will welcome the chance to help you consider all the details of the past year as you prepare your evaluation. Unfortunately, these will likely be the employees who will be getting a "good" evaluation and a good raise.



                Other employees will take this as sign that you don't really understand or value the work that they do and will attempt to use this self-evaluation as a counter to your critical evaluation or as a way to blunt the negative aspects of their work This group will include those employees who had "not really a good year".



                Hopefully, you have a one-on-one meeting to review their self-evaluation in which you go over their points, ask for any needed clarification, thank them for their input, and remind them how the rest of the process will go.



                And hopefully, you have another one-on-one meeting to review your final evaluation report. In it you can review the year including both what went well and what needs improvement. If their self-evaluation was very rosy and your evaluation wasn't here is where you need to be able to be open and honest with your feedback. This can be a difficult conversation - be very prepared.



                Encourage your team members to keep track of their accomplishments throughout the upcoming year, to use as input into next year's evaluation.



                Since at least parts of this process appears to be new, you may want to talk to HR about it before you start. They would likely have some guidance on how to do this effectively in your shop. They may even have some requirements regarding what you will be permitted to do and what you will not be permitted to do. Many companies have a standard evaluation process and wouldn't permit deviations.



                You may also want to run this past your boss. Some bosses wouldn't want part of their team evaluated one way while the rest are evaluated a different way.



                Think it all through completely before you start. And make sure everyone understands what you are doing and why.






                share|improve this answer






















                  up vote
                  0
                  down vote










                  up vote
                  0
                  down vote










                  Do you consider it as a good (or bad) thing to ask them for their
                  self-evaluation? What could be the (positives/negatives) drawbacks?




                  Overall it's a good thing. But it does set some expectations. Make sure those expectations are clear and that you follow through completely.



                  Explain ahead of time what you are doing and why. Make sure you clearly communicate that you will be writing up the final review, but that you value their input. Make sure that you explain that it is your job to write the formal evaluation, not theirs, and that you are looking for their help.



                  Decide ahead of time if their self-evaluation will be filed along with your evaluation. And decide ahead of time if they will be allowed to formally comment on your final evaluation or not.



                  Some employees will welcome the chance to help you consider all the details of the past year as you prepare your evaluation. Unfortunately, these will likely be the employees who will be getting a "good" evaluation and a good raise.



                  Other employees will take this as sign that you don't really understand or value the work that they do and will attempt to use this self-evaluation as a counter to your critical evaluation or as a way to blunt the negative aspects of their work This group will include those employees who had "not really a good year".



                  Hopefully, you have a one-on-one meeting to review their self-evaluation in which you go over their points, ask for any needed clarification, thank them for their input, and remind them how the rest of the process will go.



                  And hopefully, you have another one-on-one meeting to review your final evaluation report. In it you can review the year including both what went well and what needs improvement. If their self-evaluation was very rosy and your evaluation wasn't here is where you need to be able to be open and honest with your feedback. This can be a difficult conversation - be very prepared.



                  Encourage your team members to keep track of their accomplishments throughout the upcoming year, to use as input into next year's evaluation.



                  Since at least parts of this process appears to be new, you may want to talk to HR about it before you start. They would likely have some guidance on how to do this effectively in your shop. They may even have some requirements regarding what you will be permitted to do and what you will not be permitted to do. Many companies have a standard evaluation process and wouldn't permit deviations.



                  You may also want to run this past your boss. Some bosses wouldn't want part of their team evaluated one way while the rest are evaluated a different way.



                  Think it all through completely before you start. And make sure everyone understands what you are doing and why.






                  share|improve this answer













                  Do you consider it as a good (or bad) thing to ask them for their
                  self-evaluation? What could be the (positives/negatives) drawbacks?




                  Overall it's a good thing. But it does set some expectations. Make sure those expectations are clear and that you follow through completely.



                  Explain ahead of time what you are doing and why. Make sure you clearly communicate that you will be writing up the final review, but that you value their input. Make sure that you explain that it is your job to write the formal evaluation, not theirs, and that you are looking for their help.



                  Decide ahead of time if their self-evaluation will be filed along with your evaluation. And decide ahead of time if they will be allowed to formally comment on your final evaluation or not.



                  Some employees will welcome the chance to help you consider all the details of the past year as you prepare your evaluation. Unfortunately, these will likely be the employees who will be getting a "good" evaluation and a good raise.



                  Other employees will take this as sign that you don't really understand or value the work that they do and will attempt to use this self-evaluation as a counter to your critical evaluation or as a way to blunt the negative aspects of their work This group will include those employees who had "not really a good year".



                  Hopefully, you have a one-on-one meeting to review their self-evaluation in which you go over their points, ask for any needed clarification, thank them for their input, and remind them how the rest of the process will go.



                  And hopefully, you have another one-on-one meeting to review your final evaluation report. In it you can review the year including both what went well and what needs improvement. If their self-evaluation was very rosy and your evaluation wasn't here is where you need to be able to be open and honest with your feedback. This can be a difficult conversation - be very prepared.



                  Encourage your team members to keep track of their accomplishments throughout the upcoming year, to use as input into next year's evaluation.



                  Since at least parts of this process appears to be new, you may want to talk to HR about it before you start. They would likely have some guidance on how to do this effectively in your shop. They may even have some requirements regarding what you will be permitted to do and what you will not be permitted to do. Many companies have a standard evaluation process and wouldn't permit deviations.



                  You may also want to run this past your boss. Some bosses wouldn't want part of their team evaluated one way while the rest are evaluated a different way.



                  Think it all through completely before you start. And make sure everyone understands what you are doing and why.







                  share|improve this answer












                  share|improve this answer



                  share|improve this answer










                  answered 25 mins ago









                  Joe Strazzere

                  231k112676955




                  231k112676955




















                      worms is a new contributor. Be nice, and check out our Code of Conduct.









                       

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