Step-by-Step Guide to Mid-Year Reviews for Principals, School Leaders and Staff Members

Mid-year reviews in SuperEval provide an opportunity for any evaluation to reflect on progress prior to the year-end evaluation. While this feature is available for all evaluations (it must be enabled), the process is slightly different for a Superintendent evaluation, or other board-led evaluations. We have a separate article for using the Mid-Year Review In School Board Evaluations. For Principals, School Leaders and all Staff evaluations, use the steps below to complete your evaluation and include a mid-year review.

Sections:

• Submitting Your Evaluation for Mid-Year Review

• Submitting The Mid-Year Review (For Evaluators)

• Proceeding To The Year End Review
  

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Submitting Your Evaluation for Mid-Year Review

Once your self-evaluation is fully complete, your evaluation will be ready for a mid-year evaluation at your convenience. This does not mean that the Evaluation Progress must be at 100%. Regardless of the completion percentage displayed - If you are finished with your responses, you can perform the mid-year review.

1. Navigate to My Self-Evaluation from the dropdown menu on your Dashboard.

2. Click on the Mid-Year Evaluation tab in the Evaluation Progress section.

3. Change the Current Mid-Year Status radio button to In-Progress.

   • This will indicate to your Primary Evaluator that your Self-Evaluation is complete and you are ready for your mid-year review.

4. Fill out the My Mid-Year Comments section with your thoughts and reflections from the mid-point of the school year. This is just a text-based reflection, there are no evaluation responses or evidence submission. 

5. Review your Primary Evaluator's mid-year reflection comments, if they have already been submitted.

6. When you are satisfied with your Mid-Year Feedback, toggle the status radio button to Ready for Review.

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Submitting The Mid-Year Review (For Evaluators)

Evaluators will complete their feedback after the principal or staff member has marked their evaluation as In Progress.

1. Navigate to your evaluatee's evaluation using the dropdown menu on your Dashboard.

2. Click into Step 2.b: Principal Reviewer's Evaluation.

   • Click into your evaluation of the employee.

3. Click on the Mid-Year Evaluation tab in the Evaluation Progress section.

3. Change the Current Mid-Year Status radio button to In-Progress.

4. Fill out the My Mid-Year Comments section with your thoughts and reflections from the mid-point of the school year. This is just a text-based reflection, there are no evaluation responses or evidence submission. 

5. Review the Evaluatee's mid-year reflection comments, if they have already been submitted.

6. When finished, change the Current Mid-Year Status radio button to Ready for Review, if you will be meeting with the evaluatee and having a discussion at this time.  Change it to Completed if no such meeting will take place.

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Closing Out The Mid-Year Review Process

After both the evaluatee and evaluator have completed their portions, the mid-year review can be finalized and transitioned to the next phase.

1. Confirm that both statuses — evaluatee (In Progress) and evaluator (Mid-Year Review Complete) — are displayed.

2. Navigate to your Dashboard.

3. Click Submit To Year-End Review to close out the mid-year phase.

4. Confirm this by selecting Yes, Submit To A Year-End Evaluation in the pop up window.

5. The evaluation will now advance to the year-end phase. The self-evaluation for the employee will be closed and the primary evaluator will be able to continue further with their own evaluation until they advance to the next step. 

If you require further assistance, please contact the Help Desk or call 1-844-312-3825.