Assigning and Executing a Prebuilt Assessment – Prosper

Assessments give you a structured, repeatable way to evaluate a team member against criteria your Administrator has prebuilt. This guide shows Managers and Administrators how to assign an assessment, complete it with ratings and comments, control employee visibility, and edit it later if needed.

Who this is for: Managers and Administrators

Read time: 6 minutes

About Assessments

Assessments are prebuilt by the Administrator — the criteria, rating scales, and structure are already defined. Your role as the person executing the assessment is to assign it to a team member, complete it, and decide whether the member can see the results.

Assessments are useful for:

Structured capability or skills assessments
Probation or milestone reviews
Role-specific competency checks
Any repeatable evaluation where consistency matters

Prerequisites

You must be a Manager or Administrator.
The Performance module must be enabled for your organisation.
At least one Assessment must have been prebuilt by an Administrator.
The member you're assessing must be one you manage or have access to.

Part 1 — Assigning and executing an Assessment

Step 1 — Open the Performance Dashboard

From the Prosper main menu, navigate to Performance and select Dashboard.

Step 2 — Select a member

Select the member you want to assess.

Step 3 — Assign an Assessment

Select Assessments in the toolbar, then Assign Assessment.

Step 4 — Choose the Assessment

Choose the Assessment from the dropdown, then select Assign.

Step 5 — Preview and assign

Review the assessment in Preview, then Assign to confirm.

Step 6 — Go to profile

Select Go to Profile to open the member's profile where the assessment now sits.

Step 7 — Open the Assessment to complete

Select the assessment.

Step 8 — Populate ratings and comments

Work through the assessment, populating it with Ratings and Comments against each criterion.

Tip: Comments turn a rating into something useful. A specific note — referencing observable behaviour or a concrete example — makes the assessment far more valuable in a follow-up conversation.

Step 9 — Complete the Assessment

Select Submit.

The completed assessment is now available in the member's profile.

Step 10 — Set employee visibility

To enable visibility for the member being assessed, select Employee Access and Save.

Note: This access can be managed and changed during or after the assessment has been completed — so you can complete the assessment privately first and choose to share it later.

Part 2 — Editing an Assessment in a member's profile

Completed assessments can be reopened and edited if you need to update a rating or comment.

Step 1 — Open the Assessment

Navigate to the member profile and select Assessments, and View the assessment.

Step 2 — Select Edit Assessment

Scroll and select Edit Assessment.

Step 3 — Edit as required

Make your changes to ratings or comments.

Step 4 — Complete the Assessment

Select Complete Assessment. The assessment is now complete again.

To edit again in future, repeat Steps 1 to 4.

Tips and best practices

Be specific in comments. Ratings show the "what"; comments show the "why". Concrete examples make assessments fair, defensible, and genuinely useful for development conversations.
Complete in one sitting where possible. Assessing a member in a single focused session produces more consistent, considered results than starting and stopping.
Use editing responsibly. The ability to edit is there for genuine corrections and updates. Avoid frequent changes that could undermine the member's trust in the process.
Pair the assessment with a conversation. An assessment lands best when it's discussed, not just delivered. Use it as the basis for a development conversation rather than a standalone verdict.

Troubleshooting

The Assessment I want isn't in the dropdown.
Assessments are prebuilt by Administrators. If the one you need isn't available, ask your Administrator to create it.

I can't select a particular member.
You can only assess members you manage or have access to. If a member is missing, confirm the reporting structure in their profile, or ask your Administrator about your access.

The member can't see their completed assessment.
Employee visibility is controlled by the Employee Access setting. Open the assessment, enable Employee Access, and save. This can be done during or after completion.

I completed an assessment but need to change a rating.
Open the member's profile, view the assessment, select Edit Assessment, make your change, and complete it again. See Part 2.

I assigned the wrong assessment.
If you've assigned an assessment in error, select Delete under Actions.

Can two managers complete the same assessment for one member?
An assigned assessment is completed by the assessor. If you need input from multiple managers, discuss the approach with your Administrator.