✏️ EVALUATEE: Self-Evaluation Task (Connect)

The self-evaluation process allows individuals to reflect on their performance throughout the year, identifying strengths and areas for improvement.

1. Start under My Tasks in the left navigation menu and select a self-evaluation.
   • Alternatively, tasks may be opened under Manage Evaluation Year in the left navigation menu.
2. You will see the Details tab of the Perform Evaluation Task.  Here, your Evaluator may have left notes to review. If you want to leave notes for the evaluator, you may do so in the Evaluatee Notes field.
3. Click the Self-Evaluation tab and select Self-Evaluation List View.

4. On the left, you will see the different Criterion.  Click the arrow to reveal sub-components.
   • The * icon denotes a Focused Criterion you or your Evaluator has chosen to focus upon for the school year.
5. Click the chosen criterion to review.
6. Click the checkbox for the chosen performance level.
7. Click the checkbox for the chosen performance level. A color-coded checkbox will appear, corresponding to the performance level you selected. You will also notice the criterion on the left now has a checkbox denoting that the criterion is complete.

8. Below the Performance Level selection on the right is an optional Notes box to enter to enter any notes for that selection.
   • Click the checkmark in the top right corner to save. 
   • Click the “X” icon to delete the note. 
   • A doc icon will appear next to the criterion on the left.

9. Click the Self Evaluation tab at the top of the page and select the Self Evaluation Table View.  This will allow you to view the Evaluation Criterion, the designated performance levels, and notes in table form.
   • Click the arrow to the far left to reveal additional criterion.

10. When finished, click the Incomplete button in the top right of the page. NOTE: Whether the task is required and the due date are posted here as well.

11. Select Yes or No from the Send Email? dropdown menu and click Save.  Selecting Yes will send an email to the Evaluator.
12. The Incomplete button will now be replaced with a Complete button. Click again at any time to reverse this process for editing purposes.

13. Click the Print icon in the top right to download a PDF.

• Evaluatee_ Self-Evaluation (Connect).pdf400 KB