PPC Advancements and Evaluations Branch
Enlisted Employee Review (EER) Information
EER Documentation
- EER Step-By-Step Power Point
- Approving Official's Advancement Recommendation on the EER
- DA Procedures
- Procedures for units w/o DA
- Quick Reference Guide
- EER Questions & Answers
- Submission Schedule
EER Forms & Worksheets
- EER Forms
- Enlisted Performance Evaluation Support Forms
Employee Review Q & A
Q. I have a member who advanced to a higher paygrade before the submission schedule deadline of his current paygrade. Do I still need to do the marks of his previous paygrade?
A. No, This is a submission schedule question, the submissions schedule will not allow an E2 set of marks dated 08/31 for a member who advanced to E3 on 08/29. In this case the member would need to wait until the next marking period for E3. There is no Time in Rate/Grade restrictions for EERs. Example, if an E2 member advanced January 29 to E3 then he must be marked as an E3 January 31. The 92 day rule does not say, you must complete a review for a member, it merely states that you can perform a Unscheduled Employee review for a member ending more than 92 days since his last. In this case, the member would not need another employee review until January.
Q. My command is processing a discharge board on one of my members, and I have been tasked with providing the burden of proof by which to discharge this member. In April we did a set of marks on this member but I cannot view several of the comments for marks that required comments. Is there a way to get this documentation?
A. Yes, this information can only be seen by certain profiles and cannot be provided for documentation of a member's past for marking purposes, but can be provided via email or fax for supporting documentation of a Discharge board or Awards board by sending an email or letter from the member's CO to PPC(adv) in the following format:
Subject: Request for EER Past Comments of Member's name, rate, and EMPLID
1. Brief summary of why comments are needed and/or special circumstances of request.
2. OPFAC of unit
3. Period ending date of EER
NOTE: Past comments for Evals not entered into Direct Access or archived evals are not available. You will need to locate member's Page 7's for required comments.
Q. Is there a way to get the access to view previous comments without going through PPC(ADV)?
A. Not at this time. However, discussions regarding giving units different kinds of eyes only access is currently under review.
Q. Is there a way to get previous member counseling reports? Can I print a member's current counseling report after I've finalized and submitted marks on a member?
A. If the desired member counseling report is for the last set of marks to be entered then yes. However, if there is a more recent set of marks in the system, even if not completed, then no. The system automatically defaults to the most recent set of Evals available. For more information, click here for instructions on EER's and Member Counseling Reports.
To print the member's most current member counseling report after you've submitted final follow these directions:
MEMBER COUNSELING REPORT (after review has been submitted)
1. Develop Workforce
2. Plan Careers
3. Report
4. Member Counseling Report
5. Search
-if value found, select it
-if value not found, click on add a value, then name it whatever you would like
6. Enter Employee ID of member looking for
7. RUN
8. "Type" must be "Email" and "Format" must be "PDF"
9. OK
10. OK
11. You'll receive an email in a few moments
Q. Where would I put the comment for future leadership potential of those members E6 and above recommended for advancement?
A. You would put the comments in the yellow box next to the Recommendation of Advancement competency under the Reviewers tab.
Q. I have a Reservist who's on EAD, should I mark him along with the rest my Active Duty members?
A. No. When a member is on EAD the member is still considered a reservist and therefore should still only be marked once a year as per the submission schedule(PERSMAN 10.B.5.a).
Q. I accidentally started a set of evals with the wrong date and need to change it, what do I do?
A. Just change the date and it will automatically erase the previous bad set. However, be sure to print all tabs prior to changing date because all data will be LOST when date is changed. This will allow for a relatively painless process when it comes time to transpose the data to the correct form.
Q. A member who wants to take the SWE was previously marked Not Recommended for advancement. Since then the CO would like to change his recommendation, do we need to submit another EER?
A. Not if the Not Recommended mark has been within the last year for the same pay grade. If it is a recent set of marks within the same paygrade then sent a MSG to PPC(adv) requesting that we change Employee Review for most current set of marks. Approving Officials can change the recommendation for advancement IF they are the Approving Official that assigned the marks (PERSMAN 10.B.11.b.). If Direct Access indicates the current CO, command, then you cannot change the recommendation. An option you do have is if you feel that the recommendation given by erroneously, you can write Commander, (CGPC-epm1) requesting it be changed.
Q. When I look under the Employee Review tab in an EER there are many options in the Employee Review Type drop down box. Under what circumstances should I use each of the options available?
A. Though some of the options are not to be used with an Enlisted Employee Review here's a cheat sheet to help you:
- Advancement: Used for member's advancing to paygrade E7 or above. The review should be completed the day prior to advancement in the paygrade previously held. Ref: 10.B.5.B 1.a. A `Special Circumstance' to do marks when a regular or special EER has not been completed in the last 92 days for E6 and below and 184 days for E7 and above.
- Change in Rating: Same rules as advancement marks.
- Concurrent: Reserved for Officers only.
- Detach RO: Reserved for Officers only.
- Discipline: Used to document marks for NJP, CM, and alcohol incident. Ref: 10.B.5.B
- Memo: Used for OCS candidates requiring marks. Or, for Reserve member when a TDY period ends and a member has been at a unit for more than 92 days, and it has been more than 92 days since his last EER. Then the TDY command will complete a Memo EER.
- Probation: As discussed in the beginning of this newsletter, Probation EER's should only be used to document the end of a probationary period for in competency. Ref: 10.B.5.B 5.
- Reduction: Reduction marks should be used only to document a voluntary reduction. They should be completed the day prior to advancement in the paygrade previously held. 10.B.5.B.
- Regular: Follow the guidelines listed in the submission schedule of 10.B.5.A.
- Res ADSW: Reserved for Officers only.
- SWE: Complete a SWE employee review only when the rating chain has not completed an employee review for the current pay grade during the prescribed time frame for advancement listed in Chapter 5.C. You may use SWE for Supplemental advancement list marks and Striker program.
- Special: Reserved for Officers only.
- Transfer: Detachment for PCS. Should be completed at least 15 days prior to transfer to ensure enough time has been given for the appeal process. Detachment for intra command reassignments. Detachment of an AO who directly supervises an evaluee. Ref: 10.B.5.B 1.b.c.d. A "Special Circumstance" to do marks when a regular or special EER has not been completed in the last 92 days for E6 and below and 184 days for E7 and above.
Q. Does the system still record comments we input on an EER if a member receives a competency of 3 through 6?
A. This question often came up during our road show as we presented the new Employee Review system to the field. IAW PERSMAN 10.B.2.a.1, comments are only required for marks of 1, 2, and 7. A marking official may opt to enter comments on the EER which can be used as a counseling tool. These additional comments will be visible on the member counseling form when printed, and a unit may maintain a paper file copy of that form. But the official data record in Direct Access will only store the required comments.