Non-Commissioned Officer Evaluation Reports (NCOERS)

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(No Transcript)
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Non-Commissioned Officer Evaluation Reports
(NCOERS) DA Form 2166-8-1 (NCOER Counseling and
Support Form) DA Form 2166-8 (NCO Evaluation
Report) SFC NAME National Guard Bureau Personnel
Division
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TASK

• Complete an evaluation report that support the
  Evaluation Reporting System (ERS)

CONDITIONS
Contribute to Army-wide improved performance and
professional development by increased emphasis on
performance counseling and reporting
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STANDARDS

• Properly complete a DA Form 2166-8-1 and DA Form
  2166-8 through AKO, MyForms, PureEdge, Forms
  Content
• Management Program (FCMP) in compliance with
• The Evaluation Reporting System
• AR 623-3 and DA Pam 623-3

SAFETY
Stay awake, participate and ask questions

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DA Form 2166-8-1 (NCOER Counseling and Support
Form)
Counseling Class, 30 March 2009
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Log in to AKO to access PureEdge forms
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Select Forms to access Forms Content Management
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Fill in Form Number or Form Title and click
Search
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Click NCOER Counseling and Support Form DA
Form 2166-8-1
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Click Begin NCOER
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Use The Wizard
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Click ARNG in Component Drop Down Type in
AGR in Status Code box
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Click Automatically Populate
Fill in Rated Soldiers SSN. Fill in first 2
letters of Last name. Click SEARCH
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111-11-1111
If correct Soldier is listed Click Continue..
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Verify Data, if corrections needed update it now
CMD Code DA Pam p. 50 Table 3-8 PSB Code AR p.
66-67 Table 5-3 Enter first date of
report Click Next when complete
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Fill in Rater, Senior Rater and Reviewers SSN
and first 2 letters of last names Click SEARCH
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Click on found Officials. If info not found
manually input data on next screen. Click
continue
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Fill in any needed info click Next
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Fill in Principle Duty Title. Duty MOSC. Daily
duties and Scope. Click Next
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Fill in Special Emphasis. Appointed
Duties. Click Next
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Task/Actions done during Initial Counseling
sessions
Bullet Format Guidance
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Performance Summary Actual Bullets done
throughout quarterly counselings
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APFT Information APFT Drop Down. Height.
Weight. Within Standards (Yes/No) (passed tape)
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Follow these steps for face-to-face counseling
and to Save form.
Click View Form
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111-11-1111
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Performance Summary List Soldiers accomplishments
Task/Actions Expectations, objectives, duty
hours etc.
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By clicking Save As you can save the form on
your computer.
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To Upload a form to route through FCMP. Go to
Drafts. Click Upload Form
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Click Browse Locate form Click Open
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Click Upload Click Continue
Click Upload Click Continue
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DA Form 2166-8 NCOER Evaluation
Report (Converted from DA Form 2166-8-1)
Counseling Class, 30 March 2009
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Turning your Support form into an NCOER
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Select Forms to access Forms Content Management
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Inbox Click on form
Inbox. Select form. Drop Down SP. Tasks to
create NCOER All Admin data and rater
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Click continue to view NCOER
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NCOER created from NCOER Counseling and Support
Form is now in Drafts Folder
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Click Complete NCOER Using Word Format Then
click NEXT below
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Info already filed in Click Next
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Click Begin NCOER
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If changes to Rating Scheme you can update info
here
Click View Form
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Bullets and Administrative data is pulled from
Support form into NCOER, update needed info
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Excellence vs. Success

• Quantifiable
• Exceeded the standard
• Accountable items/numbers
• Beyond expectations
• Self-starter
• Highly motivated
• Above and beyond

• Met the standard
• Job done complete
• Job done well
• Great attitude
• Meets objectives
• Does what their told

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Needs Improvement

• Using words such as
• Failed, Incapable, Unable, negligence,
  difficulty, most disorganized, personal gain,
  improper, integrity compromised, Soldier
  relieved, poor judgment, was cited, bad example,
  refused, non compliant
• Negative comments must be backed up by proper
  documentation/counseling forms/disciplinary
  action
• Article15/Court Martials (CM) cannot state
  Soldier received ART 15/CM, but can state reasons
  for the action
• o NCO exercised poor judgment by operating a
  motor vehicle while under the influence of
  alcohol

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Per AR and DA Pam 623-3

• DA Pam. page 45, para 3-7,b. Bullet Comments are
  mandatory regardless of ratings given. (See
  Bullet Format Guidance in FCMP)
• DA Pam, Page 44, table 3-3, NCOER Part IIIf.
  Counseling Dates When counseling dates are
  omitted, the senior rater will enter a statement
  in section Ve, explaining why counseling was not
  accomplished example counseling dates were not
  documented
• DA Pam. Page 48, table 3-6/7, Codes and Reasons
  for submission/Reason Codes for non-rated time
  (Non-Rated time memos are done through State
  Enlisted Program Manager)
• DA Pam. Page 50, table 3-8, Command Codes, Either
  NG or GB for Guard Soldiers regardless of duty
  station or position
• AR 623-3, Page 66-67, table 5-3, PSB Code will
  always be 2 digit state numerical code,
  regardless of duty station or position

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Routing NCOERs thru Rating Chain

• Rater/S1 completes admin data and rating chain
• Rater fills in their comments, signs, then
  forwards to Senior Rater
• Senior Rater fills in their comments, signs, then
  forwards to Reviewer
• Reviewer Concur/Nonconcur, signs, then forwards
  to Senior Rater
• Rated Soldier receives NCOER to verify admin data
  and sign, and notified of Chap. 6 Redress Program
• NCOER should then be forwarded to State EPM or at
  NGB to HCM for Processing and IPERMing
• At any time during the preparation the SGM/1SG
  should be forwarded a read only copy for review

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Routing Procedures to obtain signatures, Go to
FCMP inbox
Select NCOER
Click Route Slip to forward doc to next
individual
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1. Enter last and first name. Click search
2. Select individual

• Select original.
• Select Individual.
• Drop down YES.
• Suspense is set here.

4. Click ROUTE to send
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DA PAM 623-3

• Page 38-47, Para. 3-2.-3.8. Step by Step
  instructions
• block by block, Beginning to end, Actions
  required, ref.

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Chapter 6, AR 623-3

• Evaluation Redress Program
• Section I
• Managing the Redress Program
• Section II
• Commanders or Commandants Inquiry
• Section III
• Evaluation Appeals

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Questions, Comments, Complaints?