---
title: Writing and Submitting a Self Assessment
description: The Self Assessment provides employees an opportunity to assess their performance over a period of time.
---

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1. [Inspire Online Help Center](https://help.inspiresoftware.com/en?hsLang=en)
2. [Performance](https://help.inspiresoftware.com/en/performance?hsLang=en)
3. [Self-Assessment](https://help.inspiresoftware.com/en/performance?hsLang=en#self-assessment)

# Writing and Submitting a Self Assessment

## The Self Assessment provides employees an opportunity to assess their performance over a period of time.

### Navigation

Click the **Modules **menu in the navigation bar at the top of the page, and select **Performance. **

**![Performance Module Menu](https://help.inspiresoftware.com/hs-fs/hubfs/Performance%20Module%20Menu.jpg?width=450&height=401&name=Performance%20Module%20Menu.jpg)**

Select the **Self Assessment** from the cycle timeline if the assessment does not open by default.

![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Dec-24-2025-12-12-41-6454-AM.png?width=1442&height=720&name=image-png-Dec-24-2025-12-12-41-6454-AM.png)

**Note**: Self Assessments may be unavailable or configured slightly different based on your organizations setup.

**Writing a Self Assessment**

Towards the end of the Performance Cycle, you will receive a notification asking you to complete your self-assessment and submit it to your supervisor.

 The following options are available when writing assessments and may differ based on your organizations performance configuration:

1. - **Grades:** Employees are provided a grade dropdown to assess their performance.
     - **Comments:** Employees are provided a comments field to provide details, insights or examples of their performance.
     - **Required Fields:** Based on your companies configuration some grading or comments may be required to ensure adequate assessments are provided.

**TIP**

Click **Save Progress** to save your work and continue later. You MUST save your progress before you can submit the appraisal.

- A yellow **Alert** icon indicates a tab requires additional data.
- A blue and white **Asterisk** icon indicates the tab has unsaved changes. 

**Self Assessment Tabs**

The following are all the options available when making a performance assessment. Not all of these options may be available within your organization and the naming may differ as well.

**Summary Tab**

Use the summary tab to record your thoughts on the contributions and achievements you've made, as well as address any areas where you would like to improve in the next performance cycle. 

![SASummaryTabwithData](https://help.inspiresoftware.com/hs-fs/hubfs/SASummaryTabwithData.png?width=650&height=345&name=SASummaryTabwithData.png)

**Objectives**

The objectives tab lists all the objectives that you added to your Performance Agreement at the beginning of the cycle. Review each objective and add any comments you may have. If grading has been enabled, select the appropriate grade for each objective. 

![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Dec-24-2025-12-13-11-7423-AM.png?width=1442&height=720&name=image-png-Dec-24-2025-12-13-11-7423-AM.png)

#### **Viewing Objective Details While Editing Self Assessments and Appraisals**

While editing a Self Assessment and working in the **Objectives** tab, you can view objective details and key results while entering comments.

- Each objective includes an **info icon** on the objective image.
- Click the info icon and select **Show details**.

![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Dec-24-2025-12-10-45-5056-AM.png?width=670&height=223&name=image-png-Dec-24-2025-12-10-45-5056-AM.png)

- A side panel opens displaying:![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Dec-24-2025-12-19-05-5766-AM.png?width=670&height=356&name=image-png-Dec-24-2025-12-19-05-5766-AM.png)
-  
  
  Objective details
- Associated key results
- The side panel remains visible while comments are entered.
- Performance fields automatically shift to accommodate the panel, allowing both the details and comment fields to be viewed at the same time.

This layout allows you to review objective information without leaving the Objectives tab.

**Using the AI Assistant**

**Note:** If your Organization enabled the AI Assistant- you will see **Summarize with Inspire AI** and **Import conversations and check-ins to comments**

![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Dec-24-2025-12-20-52-8048-AM.png?width=2239&height=1274&name=image-png-Dec-24-2025-12-20-52-8048-AM.png)

If your Organization has Flags enabled- you will see the Check In(s) with Flags first - then all other Check In Status Updates below

**Note:** If your organizations doesn't have the Flag option enabled- you will see your Status Updates to choose from. 

![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Jun-27-2024-03-49-16-2019-PM.png?width=670&height=232&name=image-png-Jun-27-2024-03-49-16-2019-PM.png)

Once you choose the Status Updates to include in your comments-

**Select Apply**

**![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Dec-24-2025-12-25-03-6015-AM.png?width=1829&height=928&name=image-png-Dec-24-2025-12-25-03-6015-AM.png)**

Your Status updates will be listed in the Comment Section

Another Option is:

**Summarize with Inspire AI**

**![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Jun-27-2024-03-56-48-3055-PM.png?width=670&height=209&name=image-png-Jun-27-2024-03-56-48-3055-PM.png)**

**Choose the Status Updates to Summarize and Select Summarize **

Inspire AI Assistant will summarize your Status updates in a paragraph format. 

![](https://help.inspiresoftware.com/hs-fs/hubfs/image-png-Dec-24-2025-12-25-45-9591-AM.png?width=1948&height=979&name=image-png-Dec-24-2025-12-25-45-9591-AM.png)

**Competencies and Assessment Questions**

Competencies are particular areas of focus selected by your company.  Competencies may include items like: Execution of Role, Develop Self, Technical Skills, etc. If grading has been enabled for this section, select the appropriate grade and add any comments you may have.  

- - Behaviors (ways of demonstrating a competency) may or may not be enabled. If behaviors are enabled, the competency score will be equal to the average of all behaviors. 

![SACompetenciesTab-1](https://help.inspiresoftware.com/hs-fs/hubfs/SACompetenciesTab-1.png?width=650&height=265&name=SACompetenciesTab-1.png)

**Values**

The Values tab displays your organization's key values. This section allows you to assess how you've met these values over the previous performance period.  Values may include items like: Passion, Trust, Empowerment, Excellence, or Teamwork.

If grading has been enabled for this section, review the values, select your grade(s) and any desired comments. Instead of grades, your Performance Administrator may have opted to have you use the drop down button to select whether or not you feel the value was demonstrated. 

**Note**:  The grade scales and point values are customized by your company's Performance Administrator to meet your company's needs for performance evaluation.

**Grade Sheet**

This tab provides an overview of the data entered in the previous sections and shows the grades and comments you have entered. 

![SAGradeSheet](https://help.inspiresoftware.com/hs-fs/hubfs/SAGradeSheet.png?width=650&height=252&name=SAGradeSheet.png)

**Submitting the Self Assessment**

When you have completed your Self-Assessment, click the **Complete Assessment** button. 

A confirmation message will then appear where you may enter any notes for your supervisor. Once you click Submit, the assessment is complete, no changes can be made. 

![SACompletePrompt](https://help.inspiresoftware.com/hs-fs/hubfs/SACompletePrompt.png?width=650&height=299&name=SACompletePrompt.png)

** Next Step:**

If your Organization has 360s Enabled:

[360s Overview](https://help.inspiresoftware.com/en/360-performance-assessments-overview?hsLang=en)

If your Organization does not have 360s Enabled:

[Performance Appraisals](https://help.inspiresoftware.com/en/completing-a-performance-appraisal?hsLang=en)

 

 

 

 

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