This article explains what self reviews are in Personio, and how to manage them.

What is a self review in Personio?

A self review is a review type that allows employees to complete an evaluation of their own work performance and goals.

After the launch of a review cycle, an individual who has been assigned a self review can complete his self-reflection by filling out and sending the self Review Form to their respective supervisor.

Add a self review to a review cycle

You can add a self review to a cycle when creating a new cycle or when editing a live one.

Once self reviews are assigned, the relevant employees receive a notification. They can access the self review form in Performance & Development > Feedback, under the To do tab.

Fill out and send self reviews

To fill out and send a self review, follow the steps below.

1. Go to Performance & Development > Feedback.
2. Under the To do tab, click on the relevant self review.
3. Enter the feedback into the relevant form fields. The feedback that you enter will automatically be saved.
4. Click on Send review, or select Save for later to save it as draft and continue editing at a later stage.
5. When you click on Send review, the Send this self review? dialog will display stating that the review will be sent to your supervisor and that after the review is sent, it will no longer be possible to edit the content.
6. Then click Send review.

Your supervisor (and all the subsequent supervisors, if the option is enabled) can then see your review.

Edit self reviews

Depending on the status of a review and the status of the review cycle, a review can be edited or not. 

Status	Notes
Closed review cycle	After a review cycle has been closed, the status of a self review changes to Locked, and it is not possible to edit the self review anymore.
Self review in draft	A self review that is still in draft can be edited at any time. See below how to edit a self review.
Sent self review	Once a self review has been sent, its status changes to Locked (not editable). Only Personio Administrators, the reviewer's supervisor, and employees with edit rights for cycles and cycle reviews can Unlock the self review to allow editing.

To edit a self review that has not been sent, or that has been unlocked, follow these steps: 

1. Go to Performance & Development > Feedback.
2. Under the To do tab, click on the relevant self review.  
3. Make the necessary changes in the relevant form fields. Your changes will automatically be saved.

Track self review progress

Personio Administrators, and employees with edit rights for cycles and cycle reviews can track the progress of self reviews. Supervisors can track the progress of self reviews assigned to their direct reports. 

Where a supervisor is included in a review cycle that includes self reviews, the review status will change to Done when their direct report sends the self review.

If a supervisor in a review cycle that includes self reviews does not have direct reports, the status None available is shown.

Export a self review

You have the option to export the review to the Documents tab of the feedback receiver, or to download the review as a PDF file:

1. Go to Performance & Development > Cycles and click on the name of the relevant review cycle.
2. The cycle details page opens. Next to the relevant employee and below Self reviews, click the Shared button. If the button displays a different status (Not started), you cannot export the review.
3. The review details page opens. On the top right, click Export.
4. Choose whether you want to export the review to the Documents tab of the feedback receiver, download the review as PDF, or both. Tick the relevant checkboxes.
5. Click Export.