Sign and Submit Evaluation to HQDA

Sign and Submit Evaluation to HQDA

Whether you are an ink-signed NCOER or an AER, you must ensure that the evaluation you submit to HQDA includes the full SSN of the person you are evaluating. This provides credibility during the evaluation process and enables you to confirm that the rated Soldier has received the evaluation report. Ink-signed OERs/NCOERs/AERs must include the … Read more

How to Use the Unlock Rater Profile Process

How to Use the Unlock Rater Profile Process

Using a Rater Profile Process is very important because it will enable you to ensure that the Ratings you are sending out are accurate. The reason why it is important is that if you don’t, your employees will end up getting a poor rating. In addition, you will be able to monitor the ratings your … Read more

The Army Performance Evaluation Guide

The Army Performance Evaluation Guide

Submitting a DA Form 2166-8 NCOER for a Soldier on Temporary Duty

Soldiers who serve alongside Australian counterparts in joint exercises or exchange postings often find themselves navigating U.S. administrative systems from the other side of the world. The Noncommissioned Officer Evaluation Report, captured on the DA Form 2166-8, follows a soldier wherever they go, and submitting one for a service member on temporary duty requires careful coordination across time zones and duty stations.

When a rated NCO travels to a training site near Townsville for a joint course or to an attachment overseas, the rater still carries the responsibility of completing the evaluation within the prescribed window. Knowing how to prepare, route, and submit the form keeps the soldier's record complete and protects their promotion timeline.

This walkthrough covers the practical steps, common pitfalls, and digital pathways that connect the rater, the senior rater, and the soldier while the rated NCO is away from the home unit.

Understanding the DA Form 2166-8 and TDY Context

The DA Form 2166-8 is the official NCOER used across the active Army, the Army Reserve, and the National Guard. It captures performance across duty description, character, presence, intellect, leadership, and development, with each block requiring narrative justification rather than simple checkbox responses.

Temporary duty, commonly abbreviated TDY, shifts the location of work rather than the chain of command. A rater who is preparing an evaluation for a soldier who departed for a course in a city such as Brisbane or for a multinational exercise still draws on the same reporting senior relationship defined by the duty memorandum.

For Australian Defence Force personnel reviewing these forms for interoperability, the structure mirrors aspects of the ADF's own performance reporting under the Defence Personnel System. Familiarity with both frameworks helps when Army Australia liaison staff work alongside U.S. units during Talisman Sabre or other combined activities.

Coordinating With the Rated Soldier Before TDY

The most reliable submissions begin long before the rated NCO steps onto a charter flight. Before departure, the rater should sit down with the soldier and confirm the duty description, the period of the rating, and the key accomplishments that will anchor the narrative blocks.

Email correspondence works well for remote updates, but a face-to-face counseling session recorded in DA Form 2166-9-1 establishes the formal start point for the senior rater. A copy of the duty description, signed by the soldier and the rater, becomes the anchor document that travels with them on temporary duty.

If the soldier is moving to an installation where personal data handling must align with the Privacy Act 1988 of Australia during a bilateral posting, the rater should remind them that U.S. evaluation data is still covered by Army regulations on confidentiality. Setting those expectations early avoids surprises when the form is finalized.

Preparing the Required Sections of the NCOER

Block-by-block preparation is more efficient than drafting the entire form at once. The rater should write the duty description first, since it frames every subsequent comment and rating.

Next, the part III and IV narrative paragraphs should be drafted using specific dates, measurable outcomes, and direct observations. Phrases like "led a section through a 12-day field exercise" or "recovered three unserviceable vehicles in under 48 hours" carry more weight than generic praise.

The senior rater's box is reserved for the senior rater's own assessment, but the rater should prepare a draft that the senior rater can edit. Sharing a working copy through a secured channel lets the senior rater review content while the rated NCO remains at the temporary duty location.

Routing and Signatures While the Soldier Is Away

Digital signatures have streamlined the routing process, but wet ink signatures are still required in some commands. The rated soldier must review and sign part V of the form once the rater and senior rater have signed their respective parts.

When the soldier is physically absent, the reviewer may scan and email a draft for review. The soldier can annotate changes, return the marked copy, and later sign the final version upon return. Some units allow a witnessed statement acknowledging the soldier's review of the draft in lieu of a wet signature, provided the supporting memorandum is filed with the form.

For soldiers TDY to a remote Australian site where connectivity is limited, the rater can transmit the form through the Army Evaluations Entry System and hold the document in draft status until the soldier returns. Holding the form as a draft, rather than submitting it incomplete, preserves the option for the rated NCO to review and sign within the regulatory window.

Submitting Through Army Evaluations Entry System Channels

The Army Evaluations Entry System is the primary digital pathway for transmitting completed NCOERs to the official record. Raters who have not logged in for a while should refresh their credentials and confirm their assigned role in the system before the reporting period closes.

A practical reference for navigating EES can be found in the what Army EES covers overview, which explains the relationship between evaluation entries, profiles, and the supporting workflows.

Once the form is digitally signed by all required parties, the rater submits it through EES and notes the confirmation number. A backup PDF copy should be retained locally and uploaded to the Army's records system for redundancy.

Handling Common Delays and Missing Information

The most frequent snag in a TDY evaluation is a missing senior rater signature. If the senior rater has also departed, the rater should request a delegated authority memorandum from the next higher level in the chain of command.

Another common issue is the rated soldier returning from temporary duty after the report suspense has passed. Extensions can be requested through the evaluation appeals channel, with a memorandum explaining the delay attached to the form.

When soldiers want to verify that their evaluation has been processed and reviewed at headquarters, they can check the MilSuite promotion board status pathway to confirm board visibility. This step is particularly useful for E-5 and E-6 candidates awaiting promotion consideration after the report closes out.

Records, iPERMS, and Follow-Up Actions

After submission, the NCOER routes into the Integrated Personnel Electronic Records Management System, commonly called iPERMS. The rated soldier should review the document in iPERMS within 30 days of submission to confirm that all content transferred correctly.

Any errors discovered after submission can be challenged through the Army Board for Correction of Military Records or through a formal appeal within the evaluation system. Time invested in careful preparation reduces the likelihood of an appeal and protects the soldier's file.

Finally, the rater should keep a personal log of the submission date, confirmation number, and any unusual circumstances that arose during the process. That log becomes invaluable when the next reporting period opens and the cycle begins again for the same soldier.

The Rating Chain Tool User’s Guide

The Rating Chain Tool User's Guide

Whether new or experienced, the Rating Chain Tool User’s Guide can help you get the most from your equipment. This article will cover the key features of the tool as well as provide some frequently asked questions and tips. Exploitability Researchers can quickly determine the potential impact of an exploit using the Exploitability of Rating … Read more

Creating an Evaluation Reporting System

Creating an Evaluation Reporting System

Creating an Evaluation Reporting System is essential to achieving the mission of the HQDA. The purpose of the system is to ensure that evaluations are done on a timely basis and that the information is accurate. The system also helps to ensure that officials who conduct rating activities are eligible to do so. In addition, … Read more

What is the iPERMS website?

The iPERMS website allows soldiers to access their Army EES records. It is an online application that provides administrative information and facilitates evaluation management. It automatically populates with all batches created and submitted in the system, including the number of the batch, the date it was created, and the status. The process also requires a … Read more

How Do I Find My Military ID Number?

The military ID card has a unique identification number that you can use to access various services and places. It is issued to active duty service members, National Guard members, civilian employees of the Defense Department, and some contractors. You must have this card to access certain installations, buildings, and secured computer networks. Regardless of … Read more

How Do I View My ERB?

You can check your promotion points online by viewing your Enlisted Record Brief. This is your official military file. You can access it through the Human Resources Command’s iPERMS website, or you can print it from your S1. This document contains the information you need to calculate your promotion points. In order to view your … Read more

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