Performance Reviews — Employee Self-Assessment

By Monirul Islam · 2026-03-13 · Performance

OpenHRApp includes a built-in performance review system that guides employees, managers, and HR through a structured review process each cycle. This guide covers the employee self-assessment step.

How the Performance Review Process Works

The review process has three stages:

1. Self-Assessment — You rate yourself on each competency and add comments (this guide).
2. Manager Review — Your manager reviews your self-assessment, adds their own ratings, and provides feedback.
3. HR Calibration — HR reviews the final assessment, adds overall remarks, and completes the review.

Checking for Active Review Cycles

Navigate to Performance from the sidebar menu. You'll see one of the following:

• Active Cycle — A review cycle is currently open. You'll see the cycle name, date range, and your review status.
• Upcoming Cycle — A cycle is scheduled but hasn't started yet. You'll see when it opens.
• No Active Cycle — No reviews are currently in progress. Check back later.

How to Complete Your Self-Assessment

When a review cycle is active:

1. You'll see a list of competencies configured by your organization (e.g., Agility, Collaboration, Customer Focus, Innovation Mindset).
2. For each competency, select a rating on the configured scale (typically 1–5):
   • 1 — Needs Improvement
   • 2 — Below Expectations
   • 3 — Meets Expectations
   • 4 — Exceeds Expectations
   • 5 — Outstanding
3. Add a comment for each competency explaining why you chose that rating. Be specific — mention projects, achievements, or areas for growth.
4. Review the auto-generated Attendance Summary and Leave Summary cards. These are calculated from your attendance and leave records during the review period and are included for reference.

Submitting Your Self-Assessment

Once you've rated all competencies and added your comments:

1. Click "Submit Self-Assessment".
2. Your review status changes from DRAFT to SELF_REVIEW_SUBMITTED.
3. Your manager is notified (via email and bell notification) that your review is ready for their input.

Important: Once submitted, you cannot edit your self-assessment. Make sure everything is accurate before submitting.

Viewing Your Manager's Feedback

After your manager completes their review:

• Your status changes to MANAGER_REVIEWED.
• You can see your manager's ratings and comments alongside your own self-assessment.
• The review is then forwarded to HR for final calibration.

When the Review Is Complete

When HR completes the review:

• Your status changes to COMPLETED.
• You can see the final overall rating and HR remarks.
• The completed review is archived in your Past Reviews section.

Downloading Your Review as PDF

Once a review is completed, you can download it as a PDF:

1. Go to your Past Reviews section.
2. Click the Download icon next to any completed review.
3. The PDF includes your organization's branding, all competency ratings (self and manager), attendance/leave summaries, and final HR remarks.

Past Reviews — Your Review History

Click "View Past Reviews" to expand your review history. Each past review shows:

• Cycle name and date range
• Your final overall rating
• Status badge (COMPLETED, MANAGER_REVIEWED, etc.)
• Option to expand and view full details
• Download as PDF

Related Guides

• Performance Reviews — For Managers — How managers evaluate employees.
• Performance Reviews — HR Calibration — How HR finalizes reviews.
• Welcome to OpenHRApp — Overview of all features.