How AI Can Help You with Your Self-Appraisal

Let AI help you streamline your self-appraisal so you spend less time drafting and more time celebrating your accomplishments. Consider using the following approved University AI tools to help you: Google Gemini or Microsoft Copilot (your data is protected and private when you log in with your @charlotte credentials).

AI can support you in:

• Summarizing accomplishments
• Organizing scattered notes
• Drafting clearer statements
• Reframing challenges into developmental insights
• Setting goals aligned with your role, Charlotte’s mission, guiding commitments and strategic plans or your unit’s strategic goal.

Below are recommended checklists and prompts based on common appraisal questions. If you are not familiar with Google Gemini or Copilot, see these FAQs or attend a OneIT training class or open swim.

• How do I access Gemini with data protection?
• How do I access Microsoft Copilot with data protection?
• Security Checklist

SHRA Self-Appraisal Prompts

(EHRA employees, please scroll down)

• What do you think you did well in this performance cycle? What are you proudest of?
  
  AI prompt idea: Help me draft a summary of my key accomplishments for my SHRA self-appraisal. I supported [describe your responsibilities at a high level], completed projects such as [project names] and contributed to team success by [general examples]. Organize this into a clear paragraph I can customize.
  
• What could you have done better? Did you encounter obstacles?
  
  AI prompt idea: Help me describe growth areas for my SHRA self-appraisal. I want to discuss challenges related to [general area—e.g., workload, time management, changing processes], the impact they had, and what I learned. Make the tone constructive and professional.
  
• What are your job priorities for the upcoming cycle?
  
  AI prompt idea: Create a list of job priorities for next year based on the following responsibilities: [very general duties]. Write them as focused, actionable priorities.
  
• What personal or professional goals do you want to achieve? What support do you need?
  
  AI prompt idea: Suggest professional development goals for someone in [your field or role] at a university setting. Include what support, resources or training might help me achieve them.

ehra self-appraisal prompts

EHRA employees reflect on accomplishments through the lens of the six institutional goals: expertise, accountability, customer‑oriented, team‑oriented, compliance and integrity and supervision (if applicable).

• Reflecting on institutional goals
  
  AI prompt idea: Help me summarize my performance using UNC Charlotte’s Institutional Goals. Provide a short paragraph for each: expertise, accountability, customer-oriented, team-oriented, compliance and integrity and supervision (if relevant). Use a confident and factual tone.
  
• Describing goals and achievements
  
  AI prompt idea: Draft a summary of the goals I accomplished this year. My goals included: [general versions of your 3–5 goals]. Create a professional narrative that highlights results, impact and is short concise.
  
• Identifying improvement areas and obstacles
  
  AI prompt idea: Help me write a constructive reflection on areas of improvement, including obstacles such as [general challenge]. Keep the tone growth‑oriented and professional.
  
• Professional development activities
  
  AI Prompt Idea: Write a short reflection on the professional development activities I completed this year, such as [general activities]. Include what I learned and how I applied it in my role.

General Tips for Using AI Effectively

• Always review and follow the security checklist. Ensure you are embracing AI in a responsible manner.
• Use bullet points as input when you’re unsure where to start. AI can turn bullet points into well‑organized paragraphs.
• Ask AI to adjust tone. Try: “Make this sound more professional,” or “Shorten this to three sentences.”
• Use AI to create variations. Ask for
  • A shorter version
  • A more formal version
  • A version aligned to University values
• Always review and personalize the final content. AI drafts; you provide the accuracy.

What Not to Do When Using AI to Complete Your Self-Appraisal

What Not to Do When Using AI to Complete Your Self-Appraisal

Below are a few simple tips to help you use AI appropriately and effectively while ensuring your self-appraisal remains accurate and true to your experience:

• Don’t include confidential or sensitive details in your prompts (such as personnel issues or protected data). Keep inputs general and high level.
• Don’t let AI over-embelish your accomplishments or outcomes. Use AI to refine your wording, not exaggerate your impact beyond what is accurate.
• Don’t copy and paste AI-generated data without reviewing it. Always ensure that final content accurately reflects your work and voice.
• Don’t rely on AI as the final decision-maker. Treat AI as a drafting tool and apply your judgment, context, experience and goals.
• Don’t use AI to evaluate co-workers or supervisors. Keep the focus on your contributions, challenges, and goals.

Final Thought

AI can support you in capturing your experiences, insights, and accomplishments throughout the performance cycle, but you are still responsible for providing accurate and ethical content. Your self‑appraisal is your opportunity to showcase your impact, reflect on your growth, and shape the direction of your professional journey at Charlotte.

For questions about appraisal policy or content, please contact nt-stakes@charlotte.edu.