Electronic

Military Evaluations:
Training Package

Section 3:
Evaluation
Processing

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POC: ESO, tapcmse@conus.army.mil, (703) 325-9660 (DSN: 221) https://www.hrc.army.mil/site/Active/TAGD/ESPD(formerly_MSD)/msdweb.htm

AKO
AKO My
My Forms
Forms Portal
Portal
Evaluations
Evaluations Business
Business Process
Process -- Officers
Officers
At the beginning of the rating
period . . .
S1 publishes command-
approved rating scheme
Option 1
Rater ensures RS
receives copies of Rater
and SR OER Support
Forms
Option 2
Rater and RS have face-
to-face discussion of
duties & objectives
RS initiates
Option 1 OER Support Form
During Inprocessing, S1
Option 2 initiates OER Support
Form shell & routes
original to RS
Initial Counseling conducted
in first 30 days of rating period
RS completes Pt X, initials &
routes original OER Support
Form to Rater
Rater reviews OER Support
Form, initials & routes
original to SR
When RS is CPT, LT, CW2, or
W02, rater and RS crosswalk
Into Developmental Spt Form,
Initial, and route, with OER, to SR
SR reviews OER Support
Form, (and DSF), initials &
routes original to RS
LEGEND
RS Rated Soldier Action in My Forms Portal
IR Intermediate Rater Action offline
SR Senior Rater
At the end of the rating period . . . Preparing the Evaluation . . .
Rater completes Rater Portion of
OER, then Signs and Routes
RS creates OER in My RS routes original original OER to next rating official
Forms Portal from OER to Rater.
completed OER
Routes Info Copy of
Support Form (& DSF).
OER to S1 for
tracking.
IR completes IR Portion of OER,
RS routes completed
then Signs and Routes original
OER Support Form to
OER to SR
Rater. Rater creates
OER in My Forms Rater routes
Portal from completed Info Copy of OER to Referred Report . . .
OER Support Form S1 for tracking.
(& DSF). SR completes SR Portion of OER,
then Signs and Routes original SR checks referred box and refers
OER to RS report to RS for comment
If RS makes comments they are
Is RS available for signature and
attached to original OER as an
willing to sign the OER?
NOTE: This step enclosure
ensures S1 has YES NO
visibility on OER in the
Tracking Portlet RS reviews SR explains If a Relief for Cause and relieving
throughout the OER OER and the problem
preparation phase official is SR or higher, then SR
signs and in SR forwards completed report to
routes narrative the next Army official in the
original
chain of command for
OER to SR
Supplementary Review.
Follow-up Counseling conducted
during the rating period
Non-Army SR? SR routes original
OER to appropriate Army official
RS updates Pts X & Y, initials for Supplementary Review.
& routes original OER Spt When DSF is required:
Form (& DSF) to Rater rater crosswalks with
Spt Fm & annotates constructive
counseling session. Initials DSF,
routes back to RS.
Rater reviews updated
Does not route to SR with OER
OER Support Form, initials
& routes original to SR
Authorized Sender (SR, S1, etc) electronically submits original
SR reviews updated OER OER to HQDA for processing and posting to RS’s OMPF
Support Form, initials &
routes original to RS
S1 tracks OER status using Tracking Portlet in AKO My Forms Portal.
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AKO
AKO My
My Forms
Forms Portal
Portal
Evaluations
Evaluations Business
Business Process
Process -- NCOs
NCOs
At the beginning of the rating
period . . .
S1 publishes command- Option 1
approved rating scheme
Rater ensures RS
receives copy of Option 2
rating scheme
Rater and RS have face-
to-face discussion of
duties & objectives
Option 1 Rater initiates
NCOER Counseling
& Support Form
Option 2 During RS Inprocessing,
S1 initiates
NCOER Counseling &
Support Form shell &
routes original to Rater
Initial Counseling conducted
in first 30 days of rating period
Rater completes
Task/Actions, counsels RS,
both initial & routes original
NCOER Counseling &
Support Form to SR
SR reviews NCOER
Counseling & Support Form,
initials & routes original to
Rater
Rater routes Info Copy to
RS for his file
LEGEND
RS Rated Soldier Action in My Forms Portal
SR Senior Rater Action offline
REV Reviewer
At the end of the rating period . . .
At any time during the
Preparing the Evaluation . . . preparation . . .
RS creates NCOER in My RS routes original
Forms Portal from Rater completes Rater Portion of
NCOER to Rater. Info copy (dynamic read-only) of
completed NCOER NCOER, then Signs and Routes NCOER can be routed to senior
Counseling & Support Form Routes Info Copy of
original NCOER to SR NCO, such as BN CSM, for review
NCOER to S1 for
tracking.
Rater creates NCOER in My SR completes SR Portion of
Forms Portal from Rater routes NCOER, then Signs and Routes
completed NCOER Info Copy of original NCOER to REV
Counseling & Support
NCOER to S1 for Relief for Cause
Form.
tracking.
Rating official that directed relief
REV reviews NCOER, will explain reason for relief and
concurs/nonconcurs, then Signs indicate that RS has been notified
and Routes original NCOER to SR of reason for relief.
NOTE: This step Is RS available for signature and If a Relief directed by someone
ensures S1 has visibility willing to sign the NCOER? other than rating officials, then
on NCOER relieving official will prepare
in the Tracking Portlet YES NO memorandum explaining reason
for relief and submit as an
throughout the NCOER enclosure to the report
RS reviews SR enters
preparation phase
NCOER and bullet
signs and comment
routes explaining
original the problem
If a Relief is within first 30 days of
NCOER to in SR
rating period, waiver memorandum
SR comments
required to be signed by either GO
Follow-up Counseling conducted in chain of command or GCMCA
at least quarterly during rating period over RS.
Non-Army SR? SR routes original
Rater updates Tasks/Actions, NCOER to appropriate uniformed
documents Performance Army official for
Summary Supplemental Review.
Rater conducts face-to-face
counseling with RS.
both initial & routes original
NCOER Counseling &
Support Form to SR
Authorized Sender (SR, S1, etc) electronically submits original
NCOER to HQDA for processing and posting to RS’s OMPF
SR reviews NCOER
Counseling & Support Form,
initials & routes original to
Rater
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S1 tracks NCOER status using Tracking Portlet in AKO My Forms Portal.