Confidential
Internal Use Only
2026 Mid-Year Performance Reviews
A visual step-by-step guide for completing your self-assessment in ADP, from receiving your email notification to submitting, acknowledging, and preparing for your 1:1.
Key Dates
June 4, 2026
ADP email sent
self-assessment is available
June 30, 2026
Everything due
submit, 1:1, acknowledge
Know Your Dates
Save this before you start.
| Date | What Happens |
|---|---|
| June 4, 2026 | You receive an ADP email, your self-assessment is now available |
| June 4 – June 30 | Complete and submit your self-assessment in ADP |
| June 30, 2026 Deadline | Self-assessment must be submitted |
| After you submit | Your manager completes their evaluation of you; feedback is released to you as they submit it |
| When your manager submits | You receive an ADP notification that your feedback is available to view |
| Before June 30 | After both of you have submitted, schedule and hold your 1:1 review conversation with your manager |
| June 30, 2026 Deadline | Acknowledge your review in ADP |
ADP Walkthrough
Follow each step in order. ADP autosaves your work, so you can exit and return at any time without losing progress.
Check Your Inbox
On June 4, 2026 you will receive an email from ADP. This is your official notification that your self-assessment is ready.
Email from performance_notifications@adp.com, subject: 'Submit your self-assessment'
Action
Click the blue "Take me to Performance Dashboard" button. This takes you directly to your review.
Alternatively: Go to workforcenow.adp.com → log in → click Myself in the top navigation bar → select Performance.
⚠️ Can't Find the Email?
Check your spam or junk folder. Still missing? Contact HR immediately. Do not wait.
Performance Dashboard
You will land on the Performance Dashboard. You will see your 2026 Parcion Review Cycle card under My Reviews.
Performance Dashboard, 2026 Parcion Review Cycle with 'Start self-assessment' button
What You'll See
Your review card showing the evaluation period (01/01/2026 – 06/29/2026) and the self-assessment due date.
Review Form
You will land on the Review Form. Your name, title, evaluation period, and assessment status are shown at the top. On the left you will see your progress tracker: Introduction → Questions → Overall Comments → Summary.
Review Form: Introduction page showing the 5-step process and all deadlines
Read Every Word
The Introduction walks you through the full 5-step review process and all key dates. Do not skip it.
Questions Section
The Questions section has 7 required written responses. Click each question in the left navigation panel to open it. Every question has a rich text comment box with formatting tools and an optional Add Attachment link.
Questions section, left nav showing all 7 questions, click each to open
💾 Autosave
ADP saves your work automatically. "Last Saved [time]" appears in the top-right corner. You can close ADP and return anytime without losing your progress.
✏ Pro Tip
Write your responses in a Word doc or Notes app first, then paste them into ADP. This lets you refine your answers before submitting.
📎 Attachments
Each question has an "Add attachment" option. Use this to attach supporting documents, project examples, or data that backs up your response.
① Red Badge
A red number badge appears on any question you haven't answered yet. You must answer all 7 before you can submit.
After Question 7
After completing all 7 questions, click Next to reach Overall Comments. This is your space to write a high-level summary, a closing statement for your manager to read alongside your individual responses.
Overall Comments, your high-level summary with the Questions section complete
What to Write Here
A brief 2–3 sentence summary of your first half of 2026, your biggest win, your most important growth area, and your single focus for the second half of the year. Think of it as your opening statement.
Final Review
The Summary page shows every question and your response side by side. Your status will update to "In Progress." This is your last chance to review and edit before submitting.
Summary page, all 7 of 7 responses provided, edit with the pencil icon on the right
Before You Submit
• To edit any response: Click the pencil icon ✏ on the right side of that question's row.
• Check: Confirm "7 of 7" responses are shown as provided. If any are missing, go back and complete them.
• Autosave confirmation: "Last Saved [time]" in the top-right confirms everything is saved.
Submit
When you are satisfied with all of your responses on the Summary page, click the Submit button in the bottom-right corner. Once submitted you cannot edit your responses, so review everything carefully first.
Success: your self-assessment has been submitted
✅ You'll See
A green popup: "Success, You have successfully submitted the review." Click Close.
Performance Dashboard after submission, button now reads 'View form'
After Closing
You return to the Performance Dashboard. The button on your review card now reads "View form", confirming your submission was received.
What Each One Is Asking
Use the STAR framework for each response: Situation → Task → Action → Result. Be specific. Cite real examples and real outcomes. Generic responses don't serve you or your development.
Q1: Drive for Results
DRIVE FOR RESULTS: Review the employee's goals and KPIs for the year. Where have they demonstrated the strongest progress, and what specific outcomes or contributions stand out to you?
✏ Tip
Lead with your strongest, most measurable progress. Use numbers, client outcomes, or concrete results that stand out.
Q2: Personal Responsibility
PERSONAL RESPONSIBILITY: Which goal, KPI, or deliverable is most at risk, and what specific actions are you taking to ensure success by year-end?
✏ Tip
Name the goal or deliverable most at risk and be specific about the actions you are taking to land it before year-end.
Q3: Integrity
INTEGRITY: Reflect on your commitments to clients, colleagues, and the firm. Share an example of integrity in action from the first half of the year.
✏ Tip
Pick one concrete example of integrity in action, what you did and why it mattered. Be specific.
Q4: Collaboration & Communication
COLLABORATION & COMMUNICATION - Where have you had to work through misalignment this year and how did you handle it?
✏ Tip
Describe a real situation where things were misaligned and focus on what YOU did to work through it.
Q5: Organizational Responsibility
ORGANIZATIONAL RESPONSIBILITY: How have you represented Parcion's values, reputation, and standard of excellence through your work this year?
✏ Tip
Think beyond your desk. How have you represented Parcion's values and reputation through your work? Specific moments carry the most weight.
Q6: Legendary Experience
LEGENDARY EXPERIENCE: How do you ensure everyday interactions reflect Parcion's standard of world-class service? Share an example.
✏ Tip
Pick a moment of consistent, everyday excellence, not just a big win. The ordinary interactions define your standard.
Q7: Goals, KPIs & Looking Ahead
GOALS, KPIs & LOOKING AHEAD: What are the top 2-3 outcomes you must achieve in the second half of the year to consider 2026 a success?
✏ Tip
Be specific and ambitious. Name the 2-3 outcomes that would make the second half a success and that your manager can hold you to.What Comes Next
You're done with your part for now. Here's what the rest of the process looks like.
Feedback Released As Submitted
Your manager's feedback is released to you as soon as they submit it, so timing depends on when they finish. You will receive an ADP notification when it's ready to view. Log in, read it thoroughly, and come prepared for your conversation.
📅 Schedule Your 1:1 Now. Seriously, Do It Today
Don't wait to find time. Book your 45-minute review conversation with your manager today, calendars fill up fast. It needs to happen after you have both submitted and before June 30, so put it on both calendars now.
⚠️ June 30: Acknowledge in ADP
After your review conversation, log back into ADP and click Acknowledge to confirm you have received and discussed your feedback. This must be done by June 30 and saves your completed review permanently to your employee profile in ADP.
You've Got This
This is your moment to own the first half of 2026 and set the tone for everything that follows. Take it seriously. Be specific. Be honest. Show up to your review conversation ready to grow.
HR / People Operations · Parcion Private Wealth · 2026 Mid-Year Performance Reviews
Additional Resources
Everything you need to complete the mid-year review process on time.
Platform
Log in to ADP Workforce Now
Access your self-assessment, review feedback, and acknowledge your evaluation directly in ADP.
Manager Guide
Manager Evaluation SOP
Step-by-step instructions for managers completing evaluations in ADP.
Questions
Contact People Operations
Reach Montoya Hill directly at montoya.hill@parcionpw.com for any questions about the process, ADP access, or deadlines.