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Performance at Carolina

Self-Assessment

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The optional self-assessment marks the beginning of the annual performance season with the opportunity to reflect on the accomplishments, strengths, areas for improvement and overall contribution to the University for the previous year. Self-assessments in the performance process foster a culture of learning and growth, align employee performance with organizational goals, facilitate dialogue and feedback and lay a strong foundation for a productive performance conversation between employees and their managers.


What is the Self-Assessment?

The self-assessment is an optional step in the annual performance season process but an important one for contributing your own feedback towards your goals and achievements for the previous year and for considering your performance and development areas for the year to come. An employee’s completed self-assessment is saved and recorded as part of the annual appraisal document for the previous performance cycle.

Available each year from March 10 through March 31, the self-assessment kicks off the annual appraisal season, with an opportunity for performance-eligible employees to weigh in on their achievements to close out the previous performance cycle.
All performance-eligible University employees have the opportunity to complete the optional self-assessment as part of their annual appraisal during the performance season process.

See details about performance eligibility for University employees.

In March, you will receive the following automatic emails from Carolina Talent:

  • Notification of that the task was assigned on March 10
  • Due date notifications
    • Every Friday for the period of March 10-31 (as part of the Carolina Talent weekly digest)
    • 2 days before due date
    • 1 day before due date
    • The day of due date
The assessment asks the following four questions:

  • Describe your accomplishments for the review period. As you do so, think about the people who are impacted by your work and note the outcomes you achieved for your customers, clients, communities or the University at large.
  • Describe your performance on this review period’s individual and institutional goals. Include challenges you faced, what you learned and what you might do differently in the future.
  • Complete any unit-specific self-assessment questions assigned by your manager or department (if applicable).
  • Add any additional information that you would like considered for this review period.

Please note that on the self-assessment you can upload awards and certifications and other files and documentation as relevant.

Why complete a self-assessment?

The self-assessment empowers employees to assess their own progress and reflect on achievements and development areas, deepening self-awareness and creating a starting point to think about growth goals and career aspirations. Completing a self-assessment also gives employees the opportunity to actively contribute to their performance review.

The self-assessment allows you to pause and reflect on your work throughout the performance cycle, giving you an opportunity to evaluate your performance, progress and achievements. You can consider the goals you set at the beginning of the cycle, assess how well you have met them and identify any challenges you encountered along the way.

Self-reflection helps you gain a better understanding of your strengths, areas for improvement and areas where you have made a significant impact.

The self-assessment empowers you to take ownership of your performance and contribute to the evaluation process, creating a space for you to provide insights into your work, highlight accomplishments and share your perspective on your performance journey.

By actively participating in the self-assessment, you demonstrate your commitment to your personal and professional growth as well as your accountability for your own success.

During the self-assessment, you have the opportunity to identify and articulate your strengths and skills that have been instrumental in your performance. Recognizing your strengths enables you to leverage them further for personal and team success.

Similarly, you can reflect on areas where you may need improvement or further development. This self-awareness enables you to partner with your manager on identifying opportunities to enhance your skills and contribute even more effectively in the future.

Your self-assessment facilitates a more productive and positive conversation with your manager and provides a platform to share your insights, perspectives and aspirations.

By expressing your thoughts on your own performance and development, you contribute to a collaborative dialogue, ensuring that your manager has a comprehensive understanding of your work and providing a way for you to deliver valuable feedback.

Your self-assessment also reminds your manager of key milestones, along with the accomplishments and challenges, that occurred throughout the past year. It can also focus a manager’s attention on important details about what you enjoy about your work, including your interests and career goals.

The self-assessment informs the goal-setting process for the upcoming performance cycle.

By evaluating your performance and identifying areas for growth, you can propose meaningful goals that align with your aspirations and contribute to organizational objectives.

It also helps your manager better understand your developmental needs, enabling them to support your professional growth by providing relevant resources, project work, stretch assignments, networking opportunities, coaching, mentorship and training.

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Tips for Writing a Self-Assessment

When thinking about performance, it is important to consider not only what you achieved but also how you achieved it. The self-assessment includes the opportunity to reflect on how your performance and the pursuit of your individual goals aligns with the University’s institutional goals and values. Use the tips below to write an effective self-assessment.

Begin by revisiting the goals set during the last review period:

  • Assess whether these goals were met, partially met or perhaps not met, and consider the reasons behind each outcome.
  • Identify the projects and initiatives you’ve been part of.
  • Pinpoint your specific contributions within these projects.
  • Quantify, where possible, the impact of your contributions using relevant metrics.

You can view your goals in Carolina Talent Performance > Goals.

Strategies to help you craft a thoughtful self-assessment:

  • Focus on results. Emphasize the outcomes of your actions. For instance, instead of merely stating your involvement in a project, highlight the tangible results it achieved for your stakeholders, such as increased efficiency or customer satisfaction.
  • Prioritize. Choose the accomplishments that best showcase your contributions and are most relevant to your role and to the review discussion.
  • Aim for a balanced perspective. Identify your strengths and acknowledge areas where you can improve. Be honest but not overly self-critical.
  • Go beyond listings. Rather than merely listing accomplishments, illustrate your achievements with specific instances that highlight your contributions and the skills you employed.
  • Support your self-assessment with concrete examples and evidence. This approach not only validates your achievements but also provides a clear roadmap for your future development goals. Include challenges you faced, what you learned and what you would do differently.
  • Maintain professionalism. Keep a professional tone throughout your self-assessment, avoiding any exaggeration or negative commentary about others.
While there is no prescribed format for your self-assessment responses, you may find it helpful to structure your responses using the STAR framework:

  • Situation: Set the scene by briefly describing the context.
  • Task: Clarify your role or responsibility.
  • Action: Detail the specific actions you took.
  • Result: Showcase the positive outcomes and their broader impact.
Regularly update progress toward your goals and feedback in Carolina Talent. This ongoing documentation will serve as a valuable resource when reflecting on your accomplishments and areas for growth.

Submitting the Self-Assessment

Employees complete the self-assessment through the My Appraisal task in Carolina Talent Performance. Once you submit your self-assessment, the system will save and record it as part of your annual appraisal document for the previous performance cycle.

Your manager will be able to view your completed self-assessment in Carolina Talent during the Manager Review step of the Annual Appraisal task.

Log in to Carolina Talent Performance to access the self-assessment, which is part of the Performance Appraisal Task.

To submit your self-assessment once you have entered your answers into the response boxes, click the Submit button in the bottom right corner.

If you would like to save your responses and return later to finish the self-assessment, click the Save as Draft and Exit button.

See step-by-step instructions in the Carolina Talent Performance Hub for the Employee Self-Assessment Step of the annual appraisal.

Yes. In March when the optional self-assessment is available, you can make changes to your answers any time — even if you have already submitted them. If you make changes, just be sure to click the Submit button again or the system will keep your previous submission.

To make edits to your submitted self-assessment before March 31, log in to Carolina Talent and follow this path: PerformancePerformance DocumentsMy Assigned Reviews.

Be aware that after March 31, if the self-assessment was not previously submitted, any answers saved as a draft will automatically be submitted, even if you did not click the Submit button.

After March 31, employees will not be able to access the self-assessment task in Carolina Talent.

See step-by-step instructions in the Carolina Talent Performance Hub for:

After March 31, employees will not be able to access the self-assessment task in Carolina Talent.

However, employees who missed the opportunity to complete the self-assessment may download and complete the template below to document their reflections on their performance for the past year. Email the completed file to your manager and request that they attach it to your annual performance appraisal in Carolina Talent.

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Carolina Talent Performance

Log in to Carolina Talent Self Service to view and complete performance tasks,
and visit the Carolina Talent Performance Hub for step-by-step instructions and FAQs.

If you need technical help with Carolina Talent Performance, submit a help request via the Carolina Talent Service Request in the UNC help portal.

Contact Performance Management

Jessica Procel, Talent Management Program Manager 
Kathleen Guerra, Senior Director of Organization & Professional Development

919-843-7752
performance_management@unc.edu