TIPS FOR USING Electronic Evaluation System (EES)
All NCOERs with a through date of 1 JAN 2016, will be completed within the EES (https://evaluations.hrc.army.mil/).
It is STRONGLY recommended that you utilize the PDF-F version of the applicable evaluation forms (DA FORM 2166-9-1 for SGT; DA FORM 2166-9-2 for SSG-1SG/MSG; DA FORM 67-10-1 for O1-O3 and W1-CW2) for drafting an evaluation. This allows you or your SMEs to QA/QC your product before putting it into EES.
NCOER / OER PROFILING:
NCOERs: Raters must maintain a credible RATER PROFILE. Your Rater Profile is UN-CONSTRAINED, meaning you can give as many “FAR EXCEEDS” ratings as you like. However, your “Rater Tendency,” or rating history for each grade they rate, is maintained within the EES. It follows a rater through their career and while not constrained, will affect how an evaluation is looked at; e.g. if a Rater only gives “FAR EXCEEDS” to certain grades (from SSG-CSM/SGM), it will give less weight to their comments on a particular evaluation.
NCOERs: Senior Rater Profile. You Senior Rater Profile is CONSTRAINED, meaning you are limited to marking 24% of SSGs-CSM/SGM (, “MOST QUALIFIED.” There is a “Silver Bullet Exception,” meaning with immature profiles (under 5 evaluations) 1 of the first 4 NCOERs can be given the “MOST QUALIFIED” ranking.
OERs: Rater and Senior Rater Profiles are CONSTRAINED, meaning Officers are only allowed to grant 49% of each rank they rate with either an “EXCELS” (as Rater) or “MOST QUALIFIED” (as Senior Rater). HOWEVER, if you have an immature profile, and have only just begun rating/senior rating Officers of a certain rank, you are allowed a ONE TIME option of giving one of the first two evaluations you make at a particular grade, an “EXCELS” (as Rater) or “MOST QUALIFIED” (as Senior Rater).
NCOER PART IV and V:
NCOER Bullets
From DA PAM 623-3, pg. 46:
- Bullet comments. Bullet comments are mandatory regardless of the ratings given (at least one bullet will be entered in each block of a through f). Standardized rules apply to bullet comments on DA Form 2166–8. Bullet comments will—
(1) Be short, concise, to the point. Bullets will not be longer than two lines, preferably one; and no more than one bullet to a line.
(2) Start with action words (verbs) or possessive pronouns (“his” or “her”); personal pronouns (“he” or “she”) may be used; use past tense when addressing how the NCO performed and his or her contributions made during the rating period.
(3) Be double-spaced between bullets.
(4) Be preceded by a small letter “o” to designate the start of the comment. Each bullet comment must start with a small letter unless it’s a proper noun (name) that is usually capitalized.
(5) Support the box checks by rating officials.
(6) A specific example can be used only once; therefore, the rater must decide under which responsibility the bullet fits best (or is most applicable).
Other Notes (these may be unit specific and may not apply to all BNs; check your local CSM guidance to be sure):
-Do not copy bullets from year to year.
-Do not use Soldier’s name in the bullet, but DO use other’s names if applicable: “recognized by MG Smith, Commander 1 ID, for excellence”
-Numbers; 1-10, write them out (e.g. one, two, ten). 11 or higher, write the number; e.g. 11, 15, 105. Exception, when a 1-10 is WITH an 11 or higher; e.g. “5 tool kits with 20 tools each.”
–NO PERIODS at the end of the bullets
-Fashion the bullet to the Soldier; double check use of “he/his” vs. “she/hers.”
-School/Course Comments: Bullets about how a Soldier did in a school or course are ONLY allowed if that school did not produce an AER/DA Form 1059.
-Awards: Awards and/or special recognition received during the rating period may be cited in evaluation comments (for example, “received the Humanitarian Service Medal” or “named the NCO of the Year”).
NEGATIVE COMMENTS: (see sections)
-DO NOT put a negative comment unless it has been verified and there is counseling to back it up (except in the rarest circumstances).
-References CAN be made to the following (if verified) in Part IV, V or any NCOER Enclosure:
– Cited for or received a DUI – AWOL – Arrested
– Tested positive on urinalysis – Apprehended – Incarcerated
– Criminal incident – Fraud – Desertion
– Dropped from the rolls
– Violated AR 600-20 (fraternization or similar regulatory noncompliance)
– Senior rater may recommend/request discharge, separation or QMP
-References CANNOT be made to the following in Part IV, V or in any NCOER Enclosures:
– Allegation
– Anything pending (might want to hold off and do an extended annual)
– Letter of Reprimand – Letter of admonishment – Flagged
– Court martial – Reduction – Civil Trial
– Reenlistment or letter of declination (same as bar)
– Article 15 (but you can include what the ART 15 was for, e.g. AWOL, negligence, etc.)
-Not meeting UNIT APFT standards
-See bottom of list for examples of UNJUSTIFIED negative comments.
For a complete lesson/PowerPoint on the new NCOER, go to:
https://www.hrc.army.mil/site/ASSETS/PDF/Module3-DA-Form2166-9_APR%2015.pdf
For guides with in depth examinations of performance measure definitions, go to:
https://www.milsuite.mil/book/docs/DOC-239209
For more info, templates, etc., sign up for the milSuite, (https://www.milsuite.mil) and join the S1NET.
HYPERLINKS to sections: