Create & Share Annual Evaluations for Your Direct Reports
Important Notes:
This job aid provides supervisors of professional and classified employees instructions to create annual evaluations for direct reports.
Annual evaluations include two sections: 1) Performance evaluation of this review period and 2) Performance and Development objectives for the upcoming year.
Employees can choose to submit their ideas for performance and development objectives as part of their self-evaluation.
Supervisors should work with their employees to define agreed upon performance and development objectives for the upcoming year before submitting the final evaluation.
Annual Evaluation Process Flow:
Supervisor completes annual evaluation for their employee(s) (YOU ARE HERE ⭐)
Supervisor shares and retains evaluation
Employee is able to view the content of their annual evaluation
Supervisor and employee meet to discuss annual evaluation and align on performance and development goals for the upcoming year
Supervisor shares and releases evaluation
Employee selects Acknowledge
Employee adds final comments and selects Submit
Supervisor selects Submit
Step 1: Log in to Bronco Hub and Team Performance Documents
Begin by signing in to Bronco Hub from my.boisestate.edu
Select My Team from the top navigation.
Select the Performance icon.
Step 2: View or Open an Evaluation
By default, the Evaluate Performance page will be filtered to show In Progress evaluations that require action from you. If needed, select filter criteria to update the view based on Document Status to “Completed” or “Canceled”. You can also update the Current Task Owner filter from “Me” to “All” to view employee self evaluations. For additional information on filters and search options, visit the View the Status of Employee Evaluations job aid.
To open an evaluation, select the hyperlinked evaluation name for the employee you are evaluating - “2025 Annual (Professional or Classified) Staff Performance Evaluation”.
The evaluation will populate with individual Performance Standards sections.
For a refresher on annual evaluation guidelines, select Show More in the blue banner at the top of the page.
Step 3: Enter Prior Year Evaluation Details
For each performance standard, you must enter both a rating and a comment.
Select a rating from the Manager Rating drop down field.
Enter comments and examples that support the rating in the Manager Comment text box.
If you would like to add all comments into the summary field alongside the overall rating you may do so. However, you will still need to add a comment to each performance standard such as "See my comments in the Summary section."
c. After entering competency rating and comments, select Save and Next.
Select Show competency info in any of the Performance Standards sections to see the description for the specific competency and/or the overall performance rating descriptions.
Complete the step above for all performance standards.
In the Summary section, select the overall annual rating for the employee in the Manager Rating drop down and add overall evaluation comments in the Manager Comment section.
Select Save and Close.
Step 4: Enter Next Period Performance and Development Objectives
Select the Evaluation questionnaire located below the Summary section.
Enter employee performance and development objectives for the upcoming year.
If you will create and/or finalize objectives during your review meeting with the employee, enter text to let the employee know. Example, “We will create objectives for next year when we meet”.
After entering details in both objectives sections, select Save and Close.
Step 5: (Optional) Upload Attachments
Select Drag and Drop to upload a Word, PDF, or other document type as supporting documentation for the annual evaluation. Do not include a URL as external documentation.
Step 6: Share the Evaluation with the Employee for Review
If your department completes an internal department review before routing the evaluation to the employee, visit the Transfer a Bronco Hub Evaluation job aid before moving forward with the steps below.
Sharing the evaluation with the employee is a two step process.
Scroll to the top of the evaluation and select Submit. You will be routed back to the Evaluate Performance landing page.
In order to share the evaluation with the employee for their review, you must submit your ratings and comments. Confirm you have submitted ratings and comments by viewing the Current Task details.
If the Current Task is “Manager Evaluation of the Employee”, click on the evaluation hyperlink name and select Submit in the upper right corner.
Access the evaluation you just submitted by selecting the hyperlinked evaluation name and select Share and Retain in the upper right corner to share the evaluation with the employee.
Share and Retain: Sharing and retaining will allow the employee to view the evaluation content(ratings, comments, etc.) but they will not be able to make edits. The supervisor will retain control over the content of the evaluation and can make edits.
Share and Release: Sharing and releasing will allow the employee to view and enter additional comments in the evaluation. It allows the employee to actively participate in the next step of the evaluation process. Supervisors cannot make edits to the evaluation after sharing and releasing. If you need to make edits after releasing the evaluation, you must email evaluations@boisestate.edu for assistance.
If you have multiple direct reports, you can share all evaluations at the same time by selecting the checkboxes to the left of the evaluations and selecting the applicable share option from the Actions drop down.
After selecting Share and Retain, you will be routed to the same page with the Share buttons.
You will not receive a confirmation message that the evaluation has been routed to the employee.
The employee will receive a system generated email letting them know their evaluation is available for review. The subject of the email will include, “Annual Performance Evaluation is Available for Review”.
What’s next:
After sharing the evaluation with the employee, schedule a meeting with them to discuss their evaluation and their performance and development objectives for the upcoming year.
During the meeting, you (as the supervisor) can open the employee evaluation up to edit and/or finalize the evaluation questionnaire that contains performance and development objectives for the upcoming year.
To make edits to an evaluation that has been shared and retained, you must select the three dots to the right of the evaluation and select Edit Submitted Manager Evaluation. After selecting edit, access the evaluation again to update or add information as needed.
End of Process
Need help with the steps above?
If you have additional questions about the process, please email employeerelations@boisestate.edu
If you experience a system issue/error OR have suggestions to improve the instructions in this job aid, please submit an OCI Service Request ticket.