Complete the Self Assessment as an Employee

The article provides guidance on completing a self-assessment within the BambooHR platform. Employees receive an email notification thirty days before a review cycle ends, prompting them to complete the assessment. They can access it via the email link or their employee profile. The assessment allows for progress to be saved for later completion. Once submitted, the manager can view the responses if their assessment is also completed. The article outlines available answers for key questions and the option to provide additional comments. Employees can review past assessments by adjusting date ranges in their profile. If changes are needed post-submission, a Full Admin can unlock the assessment.

Nov 6, 2025
Knowledge

Title

Article Text

How do I complete a self assessment?

Purpose: To show you how you can complete a self assessment.

Table of Contents

Completing the self assessment
- Available answers for the first two self assessment questions
Reviewing past assessments

You can submit the self assessment on the BambooHR mobile app. Click here to learn more!

Self assessment

Access settings for self and manager assessments: Once you submit your self assessment, the manager will be able to view your responses as long as they have completed their manager assessment. You will also be able to view the manager assessment if completed and a future date is not set.

Thirty days before a review cycle ends, you will receive an email notification to complete a self assessment. To access the assessment, you can either click Complete Assessment in the email notification or go to your employee profile and click Performance Assessments.

If you need to complete the assessment at another time, you can click Save Finish Later.The system will then save your progress inits current state, and you can pick up where you left off during the review cycle.

If you are in the middle of the self assessment but remain inactive in your account for more than 30 minutes, the system will autosave your progress. This helps prevent you from losing your progress when the system automatically logs you out of your account after 30 minutes of inactivity. You will just need to enter your password to log back in and continue the assessment.

Available answers for the first two self assessment questions

1. How well does [Company] recognize my value?

I feel I am highly valued.
I sometimes feel valued.
I'm not sure others value what I do.
I don't feel valued at [Company].

2. What would have the greatest impact on my ability to do my best work more often?

The company direction or purpose was better defined.
Coworkers were more committed to doing great work.
Work that better fits my strengths.
I have what I need to do my best work every day.
Other*

*If selecting Other, a text box will appear and requires you to add additional information before submitting the self assessment. The text box has a limit of 100 characters.

When you are ready to submit your assessment, click Submit. A confirmation modal will appear. Please keep in mind that once you click Submit Assessment, you will not be able to make any changes to the assessment.

If you need to make make changes to your assessment, a Full Admin user has the option to unlock the assessment for you.

Your manager will receive an email notification letting them know you have completed the self assessment. If the manager has not completed the manager assessment yet, the email will include a link for them to log in and complete it.

Reviewing past assessments

You can review your past assessments by changing the date range on the Assessments subtab of your employee profile.

If you have access granted to add files to your self assessment, any file attachment(s) added will appear within the applicable assessment on the Assessments subtab.

URL Name

588039