U. S.

Army Soldier Support

Institute/ AG School

Personnel Services Delivery Redesign

(PSDR)

New Organizational Training Team (NOTT)

CW2 Robinson 1
Brief Unclassified
Evaluation Reporting System (ERS)
 (NCOER)
(NCOER)

WHAT IS THE PURPOSE OF THE

DA FORM 2166-8?

3
 References

• AR 623-3 – 15 May 2006

• DA PAM 623-3 – 15 May 2006
• MILPER MSG 06-143 Military Evaluation
Systems Implementation, dtd 12 May 2006

4
 What’s New:
• NCOER Support Form/Counseling Checklist
• Electronic Forms, Signatures and AKO
Submission

• Front Side – Admin info aligned with OERs

• Rated NCO now signs after Reviewer
• AER time counted as Non-rated time on NCOER
5
 DA Form 2166-8

• I - Administrative Data
• II - Authentication
• III - Duty Description
• IV- Army
Values/Attributes/Skills
and Actions
• V - Overall Performance
and Potential

6
DA PAM 623-3 para 3
Rated Period – same as OER (8 digits)
AKO Email address for Rated Soldier 7
UIC and codes match OERs
NCO receives an NCOER
with a period covered from
20070601 through 20071201.
What are the total months
for the period?

6 or 7

8
 DA Form 2166-8

• Major Changes:
– Rated NCO now signs after Reviewer.
– Email address with signatures for rating
chain 9
DA PAM 623-3 para 3-4
Part III, Duty Description
• Rater writes
• Be specific with
personnel,
equipment and
mission
• Do not abbreviate or
use uncommon
acronyms
• Comparable to the
OER

10
DA PAM 623-3 para 3-6, pg 39
Part III - Duty Description

Ensure dates are within 90 days 11

DA PAM 623-3, para 3-6
 Bullet Comments
• All bullets should be short concise and to the
point; no more than 2 lines
• Start with action verbs or possessive pronouns
(his/her)
• No names
• Use past tense
• Double Space
• Begin with the small letter “o”
• Bullets begin with small letters

12
DA PAM 623-3 para 3-7, pg 40
 Part IV, Evaluation
• See restrictions applying to DA Form 2166-8
– 3-22 Narrative Gimmicks

– 3-23 Unproven Derogatory Information

– 3-24 Prohibited Comments

– 3-25 Marital Status and Spouse

13
AR 623-3 para 3, pgs 28-38
Part IVa - Values

14
DA PAM 623-3 para 3-7, pg 41
Part IVb through IVf
021115

15
DA PAM 623-3 para 3-7
Part V - Overall Performance and
Potential
Rater

Senior Rater 16
DA PAM 623-3 para 3-8
PERSONNEL DATA SNAPSHOT

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PERSONNEL DATA SNAPSHOT
(View of Last NCOERS processed at EREC)

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 NCO-ER
HOT ISSUES

Timeliness/Accuracy

Gaps in Reporting Periods

Use of AKO Email Addresses

Inappropriate (unproven derogatory) comments

Rater/Senior Rater comments

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 POINTS OF CONTACT

Regulatory and policy questions: DSN: 221-8009

(Evaluation Systems Office)- (703-325-8009)

NCO-ER Website (Hot Link):

https://www.perscomonline.army.mil/tagd/MSD/ESO/eso.htm
**View Quarterly NCO-ER Updates and share with all NCOs
and officers**

HRC-Indianapolis NCO-ERs DSN 699-3698/9

HRC-Alexandria NCO-ER/Cdr’s Inquiry DSN 221-8009
HR-Alexandria APPEALS DSN 221-6914

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QUESTIONS

21
22
Electronic Submission of Officer
and Non-Commissioned Officer
Evaluations

23
“My Forms” Link
on AKO Home

24
 FCMP Portal
provides user
ability to manage
business process

evaluation

Functionality:
• Form Finder
• Drafts
• Inbox
• Favorites
• Tracking
• Templates
• Routing
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Form
Form Finder
Finder Search
Search
produces
produces list
list of
of forms
forms
that
that meet
meet search
search
criteria;
criteria; User
User clicks
clicks
on
on selected
selected form
form toto
open
open form
form application
application

26
Screen shot is 7 Apr Draft/Concept. Elements may change before final implementation due to improvements and regulation staffing process. 27
 Answers to questions
guide subsequent rules
and processes. . .

Screen shot is 7 Apr Draft/Concept. Elements may change before final implementation due to improvements and regulation staffing process. 28
111-11-1111 Da

Forms wizards feature

auto-fill from Army
databases . . .

29
Screen shot is 7 Apr Draft/Concept. Elements may change before final implementation due to improvements and regulation staffing process. 30
. . . dropdowns if needed. . .

31
 . . . formats commonly used
in other applications . . .

Screen shot is 7 Apr Draft/Concept. Elements may change before final implementation due to improvements and regulation staffing process. 32
 . . . A forms wizard with navigation
tabs for user roles and major
sections . . .

. . . and respective sub-tabs for

more specific sections or
functions . . .

Screen shot is 7 Apr Draft/Concept. Elements may change before final implementation due to improvements and regulation staffing process. 33
 . . . embedded regulatory
business logic.

Screen shot is 7 Apr Draft/Concept. Elements may change before final implementation due to improvements and regulation staffing process. 34
 . . . more embedded
regulatory business logic.

Screen shot is 7 Apr Draft/Concept. Elements may change before final implementation due to improvements and regulation staffing process. 35
 . . . logic includes
prohibitions …

Screen shot is 7 Apr Draft/Concept. Elements may change before final implementation due to improvements and regulation staffing process. 36
 Electronic Approvals:
Critical for deployed and
dispersed units.

37
Screen shot is 7 Apr Draft/Concept. Elements may change before final implementation due to improvements and regulation staffing process.
User
User clicks
clicks on
on
signature
signature block
block to
to
sign
sign form;
form; brings
brings up
up
the
the Approve-It
Approve-It Digital
Digital
Signature
Signature Viewer
Viewer

38
User
User enters
enters password
password
for
for CAC
CAC to
to confirm
confirm
authorization
authorization to
to sign
sign

39
System
System provides
provides
certificate
certificate information
information
for
for electronic
electronic approval
approval

40
Four
Four Portlets:
Portlets:
•• Inbox
Inbox
•• Drafts
Drafts
•• Favorites
Favorites
•• Recycle
Recycle BinBin

Inbox
Inbox Portlet
Portlet
shows
shows forms
forms
that
that have
have been
been
routed
routed to
to the
the
user
user by
by other
other
users
users

41
Functions
Functions Include:
Include:
•• Adding
Adding to
to Folder
Folder
•• History
History
•• Comments
Comments
•• Routing
Routing to
to otherother users
users
•• Deleting
Deleting (if(if you
you created
created it)
it)
•• Renaming
Renaming
•• Copying
Copying

42
HISTORY:
HISTORY:
Shows
Shows whowho has
has
had
had the
the form,
form,
what
what action
action was
was
taken,
taken, and
and when
when
that
that action
action
occurred
occurred

43
COMMENTS
COMMENTS are are
Public
Public Notes
Notes
and
and can
can be
be seen
seen
by
by all
all people
people
viewing
viewing form.
form.

This
This is
is what
what they
they
look
look like
like when
when
entered.
entered.

44
Routing:
Uses AKO LDAP to
find intended
recipient.

Three options:
• Original
• Info Copy
• Email Copy

Forms exceeding
suspense dates
appear RED

Optional email to
receiver’s AKO
email account
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Tracking
Tracking Portlet
Portlet provides
provides
visibility
visibility on
on forms
forms that
that the
the
user
user has
has “touched”;
“touched”; tells
tells user
user
who
who isis the
the current
current “owner”
“owner”
and
and for
for how
how long.
long.

We
We expect
expect aa wide
wide variety
variety of
of
management
management reports
reports can
can be
be
produced
produced from
from this
this section
section
alone.
alone.

46
Can
Can create
create OER
OER (or
(or
NCOER)
NCOER) fromfrom aa completed
completed
support
support form;
form; directly
directly
transfers
transfers admin
admin and
and
performance
performance data
data to
to the
the
final
final evaluation.
evaluation.

47
CREATE
CREATE COPY COPY or or
TEMPLATE:
TEMPLATE:
Create
Create aa copy
copy ofof your
your
form,
form, or
or create
create aa
template,
template, which
which isis aa
partially
partially filled-in
filled-in form
form
for
for multiple,
multiple, redundant
redundant
requirements
requirements

EXAMPLE:
EXAMPLE: aa template
template
for
for standard
standard responses
responses
to
to questions/requests
questions/requests

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UPLOAD
UPLOAD
Uploads
Uploads previously
previously
saved
saved forms
forms from
from
computer,
computer, software,
software,
shared
shared drives
drives etc.
etc.

Only
Only necessary
necessary ifif
working
working offline
offline for
for aa
segment
segment ofof the
the
process.
process. Data
Data
could
could remain
remain inin the
the
repository.
repository.

49
UPLOAD
UPLOAD
Browse
Browse for
for .xfdl
.xfdl
wherever
wherever itit may
may
be
be located.
located.

Important
Important –– as
as
this
this allows
allows for
for
disconnected
disconnected useuse
when
when needed.
needed.

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FOLDERS:
FOLDERS:
Packages
Packages
multiple
multiple forms
forms
with
with aa common
common
purpose
purpose

Allows
Allows user
user to
to
route
route multiple
multiple
forms
forms & & items
items
as
as aa single
single
entity
entity

Named
Named by
by user
user

51
 MANAGEMENT SUPPORT DIVISION

HRC On-Line: https://www.hrc.army.mil 52

Select “HRC-Alexandria”, “The Adjutant General”, “and MSD” as next steps.
 HRC On-Line: https://www.hrc.army.mil 53
Select “HRC-Alexandria”, “The Adjutant General”, “MSD”, “OER System Info”