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
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
STANDARDS
Properly complete a DA Form 2166-8-1 and DA Form 21668 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
DA Form 2166-8-1
(NCOER Counseling and Support Form)
Counseling Class, 30 March 2009
Log in to AKO to access
PureEdge forms
Select “Forms” to access
Forms Content
Management
Fill in Form Number or Form
Title and click “Search”
Click NCOER
Counseling and
Support Form
“DA Form 2166-8-1”
Click Begin
NCOER…
Use The Wizard
Click “ARNG” in
Component Drop Down
Type in “AGR” in Status
Code box
Click Automatically
Populate
Fill in Rated Soldiers SSN.
Fill in first 2 letters of Last name.
Click SEARCH
111-11-1111
If correct Soldier is
listed
Click Continue..
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
Fill in Rater, Senior
Rater and Reviewer’s
SSN and first 2 letters
of last names
Click “SEARCH”
Click on found
Officials.
If info not found
manually input data
on next screen.
Click “continue…”
Fill in any needed
info
click “Next”
Fill in
Principle Duty Title.
Duty MOSC.
Daily duties and Scope.
Click “Next”
Fill in
Special Emphasis.
Appointed Duties.
Click “Next”
Task/Actions done
during Initial
Counseling sessions
Bullet Format
Guidance
Performance Summary:
Actual Bullets done
throughout quarterly
counselings
APFT Information:
APFT Drop Down.
Height. Weight.
Within Standards
(Yes/No)
(passed tape)
Follow these steps
for face-to-face
counseling and to
Save form.
Click
“View Form”
111-11-1111
Task/Actions:
Expectations,
objectives, duty
hours etc….
Performance
Summary: List
Soldiers
accomplishments
By clicking “Save As” you can
save the form on your computer.
To “Upload” a form to route
through FCMP. Go to Drafts.
Click “Upload Form”
Click “Browse”
Locate form
Click “Open”
Click
Click “Upload”
“Upload”
Click
Click“Continue”
“Continue”
DA Form 2166-8
NCOER Evaluation Report
(Converted from DA Form 2166-8-1)
Counseling Class, 30 March 2009
Turning your
Support form into
an NCOER
Select “Forms” to access
Forms Content
Management
Inbox.
Select form.
Inbox
Click on form
Drop Down SP. Tasks to
“create NCOER”
All Admin data and rater
Click continue to
view NCOER
NCOER created
from NCOER
Counseling and
Support Form is
now in Drafts
Folder
Click “Complete NCOER
Using Word Format”
Then click NEXT below
Info already filed in
Click “Next”
Click
“Begin NCOER”
If changes to
Rating Scheme
you can update
info here
Click
“View Form”
Bullets and
Administrative
data is pulled from
Support form into
NCOER, update
needed info
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
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
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
Routing NCOER’s 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
Routing Procedures to
obtain signatures,
Go to FCMP “inbox”
Select NCOER
Click “Route Slip” to
forward doc to next
individual
1. Enter last and
first name.
Click “search”
2. Select individual
3. Select original.
Select Individual.
Drop down YES.
Suspense is set here.
4. Click
“ROUTE” to
send
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.
Chapter 6, AR 623-3
Evaluation Redress Program
• Section I
– Managing the Redress Program
• Section II
– Commander’s or Commandant’s Inquiry
• Section III
– Evaluation Appeals
Questions, Comments, Complaints?