Performance Assessments

As a manager you request self-assessments from your reports, submit supervisor assessments for them, and track status (draft, submitted, completed). Assessments use assessment templates configured by your organization — each template defines sections (dimensions, open text, scales, and more).

Overview

Performance assessments in SkillHouse typically include:

• Self-assessment — The team member completes the template sections assigned to them.
• Supervisor assessment — You complete the supervisor template for the team member.

When creating a request or a new assessment, you select an active template whose applicable types match the assessment (supervisor, self, peer, or upward). Templates reuse your tenant performance dimensions inside dimension sections.

Project-scoped assessments: When you attach an optional project to a supervisor or self assessment, SkillHouse lists project, delivery, and client templates before general templates. This is still a people assessment — not a Project Assessment run.

Requesting Self-Assessments from Reports

You trigger the process by requesting a self-assessment for one or more reports.

How to request a self-assessment

1. Go to Manager → Assessments (or Performance Assessments).
2. Find the Request self-assessment action (or list of reports).
3. Select the report(s) for whom you want a self-assessment (e.g. for the current cycle).
4. Choose the self-assessment template to use for the request.
5. Send the request. The report receives a task (e.g. in their Dashboard or Performance area) to complete their self-assessment.
6. Track status: Pending, Draft, Submitted.

You can send reminders from the same area if someone hasn’t submitted by the deadline.

Tip: Request self-assessments early in the cycle so reports have time to reflect and you have their input before writing your supervisor assessment.

Submitting Supervisor Assessments

After (or in parallel with) self-assessments, you complete the supervisor assessment for each report.

How to submit a supervisor assessment

1. Open Manager → Assessments and find the report (or open the report from Team).
2. Open Supervisor assessment (or Assess for this cycle).
3. Select an assessment template (if more than one is available for supervisor assessments).
4. Complete each template section (dimensions, achievements, growth notes, etc.).
5. Submit when ready. Status moves to Submitted or Completed depending on your tenant’s workflow.

You can usually save a draft and return later. After submit, editing may be restricted.

Performance Dimensions

Dimensions are the criteria your organization uses to evaluate performance. Examples:

Dimension type	Examples
Delivery	Technical execution, Quality of work, Meeting commitments
Collaboration	Communication, Teamwork, Cross-team impact
Growth	Learning, Applying feedback, Development
Leadership	Ownership, Mentoring, Influence (for senior roles)

You’ll see the exact dimensions and descriptions in the assessment form. Use them consistently so ratings are fair and comparable.

Rating Scales

Your org defines the rating scale. Common patterns:

Scale type	Example
Numeric	1 – 5 (e.g. 3 = Meets expectations)
Labels	Does not meet / Partially meets / Meets / Exceeds / Outstanding
Frequency	Rarely / Sometimes / Usually / Always

Apply the scale as defined; “Meets expectations” is typically the baseline for solid performance.

Tracking Assessment Status

You can track where each report stands in the cycle:

Status	Meaning
Not requested	You haven’t sent a self-assessment request yet
Pending	Request sent; report hasn’t submitted
Draft	Report (or you) has started but not submitted
Submitted	Self-assessment or supervisor assessment submitted
Completed	Cycle or assessment fully complete for that person

Use the Manager Dashboard and Assessments list to see who is pending and who is done, and to send reminders or complete your own assessments.

Tip: Complete supervisor assessments soon after reports submit their self-assessment so you have their perspective in mind and can reference it in your comments.

360 Review Cycles

When an admin creates a 360 review cycle, you may see it reflected in your Manager area. Cycles coordinate multiple assessment types (self, supervisor, peer, upward) across participants.

What you see as a manager

• Active cycles for your reports — If any of your reports are participants in an active cycle, you'll see the cycle and their assignment progress.
• Supervisor assignments — When a cycle is launched, supervisor assessment assignments are automatically created for you to review each of your participating reports.
• Peer nomination approvals — If peer nominations are enabled, you may be asked to approve or reject peer nominations submitted by or for your reports.

Completing cycle-linked supervisor assessments

Cycle-linked supervisor assessments use the review cycle’s assessment template (locked in the form). Start them from Manager → Assessments → Active review cycles, or complete ad-hoc/project-scoped assessments from the same page using New supervisor assessment.

Assessment kind	Template source	Where to start
Cycle-linked supervisor	Cycle template (fixed)	Active review cycles panel
Ad-hoc supervisor	Manager picks from applicable templates	New supervisor assessment
Project-scoped supervisor	Project-context templates listed first	New supervisor assessment + project

Approving peer nominations

When a report nominates a peer (or is nominated by one):

1. You'll see the nomination in the cycle's peer nominations area.
2. Approve to create a peer review assignment, or Reject if the nomination isn't appropriate.
3. Approved nominations generate assignments that the nominee must complete.

Tip: Review peer nominations promptly so participants have enough time to complete their peer reviews before the deadline.