This article explains the following:

• What is a Self Review in Personio
• How to add a Self Review to a Review Cycle
• Fill out and Send Self Reviews
• Edit Self Reviews
• Track Self Review Progress

What is a Self Review in Personio?

A Self review (also referred to as a Self Reflection) is a review type that allows employees and supervisors to complete an evaluation of their own work performance and goals. Self reviews can be added to a review cycle using the Performance Review Cycle Builder in Personio.

After the launch of a review cycle, an individual who has been assigned a Self review by their supervisor or an employee with edit rights in the Performance & Development area can complete a self-reflection by filling out and sending a Self Review Form to their respective supervisor.

How to Add a Self Review to a Review Cycle

To add a Self review to a review cycle, follow these steps:

1. Go to Performance & Development > Cycles.
2. Click on Create a new cycle.
3. Under Step 3: Select review types, ensure that you select the Self review checkbox.
4. Under Step 4: Add forms, select the relevant form that you wish to assign to employees from the Self review drop-down menu. 
5. Under Step 5: Set due dates, go to the Self review field and enter how many days, weeks, or months after the launch of the review cycle the Self review is due. Reminders will be sent to the reviewers one day before a review is due.
6. Under Step 6: Preview and Launch, check that the configuration of your review cycle is correct in the preview. If you are ready to launch the cycle, click on Launch review cycle.
7. The Launch this review cycle? dialog displays stating that emails will be sent to all employees who need to provide Self reviews. Click on Launch review cycle, to confirm.

The newly created cycle can be accessed by navigating to Performance & Development > Cycles. Individuals who have been nominated to provide a Self review receive an email notification. They can access the newly created Self reviews in Performance & Development > Feedback, under the To do tab.

Note
Supervisors now have limited access to the Cycles page. They can view the review cycles for which their direct reports are selected and check their review status.

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.

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, employees with edit rights in the Performance & Development area, HR Managers, and Supervisors 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, employees with edit rights in the Performance & Development area, and supervisors can track the progress of Self reviews. 

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.

More Information

Performance Review Cycles in Personio