Add a Self-Assessment Activity

This article walks you through how to add a self-assessment activity for use in performance reviews in Ausmed Perform. You’ll learn when and how to use self-assessments, available question types, and what happens after publishing.

Who this applies to

• Users with access to Ausmed Perform
  
  
• Users with Organisation Manager or Team Manager permissions
  
  

In this article

• What is a self-assessment?
  
  
• Steps to add a self-assessment
  
  
• Available question types
  
  
• Customisation options
  
  
• Save as Draft vs Publish
  
  

What is a self-assessment?

Self-assessments are structured activities where the staff member reflects on their own performance. After submission, the manager reviews the staff member’s responses and adds comments.

Self-assessments are typically used in:

• Probation reviews
  
  
• Annual or bi-annual performance check-ins
  
  
• Professional development planning
  
  

Steps to add a self-assessment

1. Go to Reviews > Activities
   
   
2. Click Add Activity
   
   
3. Choose Self-Assessment
   
   
4. Enter a title and description (optional)
   
   
5. Add questions using the available formats (see below)
   
   
6. Mark questions as required or optional
   
   
7. Choose to Save as Draft or Publish
   
   

Available question types

You can mix and match any of the following formats:

Customisation options

• Order your questions to guide staff through a clear reflection
  
  
• Mark questions as required if the answer is essential
  
  
• Save your work as a draft to preview or collaborate
  
  
• Once staff submit their self assessment, managers are required to:
  
  
  • Review the staff’s responses
    
    
  • Add additional comments before the activity is marked as complete
    
    

Save as Draft vs Publish

• Draft: Allows you to continue editing. Can be previewed but not assigned.
  
  
• Publish: Locked in. Once published, it cannot be editedOnly published activities can be used in a performance review cycle.