2025 Year-end Reviews

As 2025 winds down, it’s time to revisit goals, record results, and celebrate wins. Year-end Reviews started on Nov. 3 and were due in DIG on Friday, November 14. These are an important part of eMoney’s performance management program – designed to support your growth and our ongoing success.

2025-26 Performance Timeline

Click here to view the 2025-26 performance timeline.

• November 3: Year-end reviews begin.
• November 14: Year-end assessment due in DIG. After you submit your self-assessment, your manager will also complete an assessment based on your performance.
• November 17: Manager assessments begin.
• December 12: Manager assessments are due by Friday, December 12, in DIG.

Important Eligibility Notes

For those who joined eMoney recently, eligibility for performance bonuses and base compensation increases depends on your hire date:

• Started on or after October 1, 2025
  You’ll complete the year-end assessment and are eligible for a base pay increase, though you won’t be eligible for a 2025 bonus.

• Started on or after November 1, 2025
  You will not be eligible for a base pay increase or bonus this cycle and do not need to complete a year-end assessment.

Assessments must be submitted on time to remain eligible for base pay increases and/or performance bonuses. 

Goal Accomplishments and Evaluating Competencies

Goal Accomplishments

Goals make up 75 percent of your overall review. You’ll be asked to rate your performance and add comments when reviewing your goal achievements. Learn more about the goal rating scale.

Competencies

Making up 25 percent of your overall review, competencies combine knowledge, skills, behaviors, and attributes that contribute to both individual and organizational success. Learn more here. 

Resources

STAR Method Video: Watch a video on how to apply the STAR (Situation/task, Action, and Result) method for impactful performance appraisal comments.

DIG User Guide: Click here to download the DIG User Guide to help you through the completion of your year-end assessment.

DIG Tutorial (video): Click here to watch a DIG tutorial/training session for completing your self-assessment. 

Articles

• Success Through Self-Evaluation
• Performance Defined
• From Fear to Function
• Writing a Self-evaluation: How to Make the Most of the Process

If you have any questions, please reach out to the PX team by emailing PX@emoneyadvisor.com.