Complete an Employee Assessment as a Manager

The article outlines the process for managers to complete assessments for their direct reports within the BambooHR mobile app. It explains the purpose of the assessment, provides a table of contents, and details specific sections including manager assessments, submission procedures, and follow-up notes. Managers will receive email notifications thirty days prior to the assessment review period, directing them to complete assessments. The article specifies that employees can view certain responses after submitting their self-assessments. It also covers options for submitting assessments, including setting future dates and unlocking completed assessments for revisions if necessary. Finally, it highlights the ability to add follow-up notes, which employees can view.

Dec 5, 2025
Knowledge

Title

Article Text

How do I complete a manager assessment for an employee?

Purpose: To show you how you can complete a manager assessment for the employees who directly report to you (direct reports).

Table of Contents

Manager assessment
- Answers available for the first two assessment questions
Submitting the assessment
Unlocking a completed assessment
Adding follow-up notes

Manager assessment

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

Access settings for manager and self assessments: Once you submit the manager assessment for an employee/direct report, they can view your answers to the free-text questions (but not the first two questions) as long as they have completed their self assessment and there is not a future date set.

To view your employee's completed self assessment, you will need to complete the manager assessment first.

Thirty days before an assessment review period ends, you will receive an email notification to complete the manager assessment for your direct reports. You can access the manager assessment from within the email notification or navigate to the employee's Performance tab on their employee profile.

On the Assessments subtab, you will be able to review the assessment questions and enter your responses.

Answers available for the first two assessment questions

1. If [employee] got a job offer elsewhere, I would...

Do everything I could to keep [employee]. We'd be in trouble.
Convince [employee] to stay. [Employee] would be difficult to replace.
Need to think about it. [Employee] does a decent job.
Wish [Employee] well. I'll be able to find a better replacement pretty easily.
Be relieved. It's not likely to work out anyway.

2. How engaged is [employee] at work?

High engagement and a great attitude.
Good engagement and a mostly positive attitude.
Medium engagement and an okay attitude.
Low engagement and is burned out.
No engagement and is checked out.

Submitting the assessment

Once you click Submit, you will have the option to automatically submit the assessment or future date the submission.

If choosing a future date for submitting the assessment, select a date up to a month out from the completion date. This option helps you and other managers ensure feedback is provided during a face-to-face conversation so that the employee has the kind of experience that makes their organization exceptional. If a future date is set, the employee is not able to view the manager assessment until the set date.

Click Submit Assessment to publish the assessment at 12 AM (company time zone) on the date selected. The employee will receive an email notification on the publish date.

Once you complete a manager assessment, a Full Admin user can unlock the assessment when needed.

If you selected a future date, you can easily change the date or click Share Now to share the assessment with the employee immediately.

Please keep in mind that viewing a completed self assessment is not available until you complete the manager assessment for the specific employee.

Unlocking a completed assessment

Once an assessment (self and manager) is complete, you and the employee cannot make any changes to the assessment. If changes are needed, a Full Admin user can unlock the assessment for you or the employee to make changes.

The Full Admin user can do this by going to the employee's Performance tab and selecting Assessments. Clicking Unlock Assessment will immediately unlock the assessment. If an assessment is unlocked the corresponding assessment will be hidden until it is resubmitted.

Adding follow-up notes

With both assessments completed, you will see an option to add a follow-up note regarding the assessments. To add a note, hover your cursor over the Follow-Up Notes section and click Edit. This option encourages you and other managers to discuss responses on the assessments with the employee and record the interaction as a reminder to follow up with them again. Only one note is available to the manager during each assessment period. You can edit a note, but there will be no history of revisions.

Please note that the employee can view follow-up notes.

You can easily view past assessments by changing the review period in the top right corner of the Assessments subtab.

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588040