diff --git a/app/performance-survey/[[...path]]/page.tsx b/app/performance-survey/[[...path]]/page.tsx
index 20741b3..8cfd593 100644
--- a/app/performance-survey/[[...path]]/page.tsx
+++ b/app/performance-survey/[[...path]]/page.tsx
@@ -2130,7 +2130,6 @@ function CreateSurveyForm({
   const [saving, setSaving] = useState(false)
   const [publishingLabel, setPublishingLabel] = useState('')
   const [error, setError] = useState<string | null>(null)
-  const defaultTargetInitializedRef = useRef(false)
 
   const selectedTemplate = templateCode || templates[0]?.code || ''
   const selectedTemplateInfo = templates.find((template) => template.code === selectedTemplate)
@@ -2140,33 +2139,26 @@ function CreateSurveyForm({
     1,
     Number(selectedTemplateInfo?.requiredWorkItemCount || DEFAULT_VISUAL_CASE_COUNT),
   )
+  const effectiveTargetEmployees = useMemo(
+    () => surveyKind === 'item_course'
+      ? []
+      : mergeEmployeesById(currentEmployee ? [currentEmployee] : [], targetEmployees),
+    [currentEmployee, surveyKind, targetEmployees],
+  )
   const currentTargetSelected = Boolean(
-    currentEmployee?.id && targetEmployees.some((employee) => employee.id === currentEmployee.id),
+    currentEmployee?.id && effectiveTargetEmployees.some((employee) => employee.id === currentEmployee.id),
   )
   const createdUploadTarget = visualTemplateSelected
     ? (createdSurvey?.targets || []).find((target: any) => target.canUploadWorkItems)
     : null
   const delegatedTargetCount = surveyKind === 'item_course'
     ? 0
-    : targetEmployees.filter((employee) => employee.id !== currentEmployee?.id).length
+    : effectiveTargetEmployees.filter((employee) => employee.id !== currentEmployee?.id).length
   const evaluatorEmployees = useMemo(
     () => mergeEmployeesById(manualEvaluatorEmployees, ...Object.values(evaluatorDepartmentEmployees)),
     [manualEvaluatorEmployees, evaluatorDepartmentEmployees],
   )
 
-  useEffect(() => {
-    if (
-      defaultTargetInitializedRef.current
-      || surveyKind === 'item_course'
-      || !currentEmployee?.id
-    ) {
-      return
-    }
-
-    defaultTargetInitializedRef.current = true
-    setTargetEmployees((current) => current.length > 0 ? current : [currentEmployee])
-  }, [currentEmployee, surveyKind])
-
   const removeEvaluatorEmployee = (id: string) => {
     setManualEvaluatorEmployees((current) => current.filter((employee) => employee.id !== id))
     setEvaluatorDepartmentEmployees((current) => {
@@ -2193,8 +2185,8 @@ function CreateSurveyForm({
       if (surveyKind === 'item_course' && targetItemsToSubmit.length === 0) {
         throw new Error(`请填写${selectedTemplateInfo?.itemName || '课程、事项或活动'}名称`)
       }
-      if (surveyKind !== 'item_course' && targetEmployees.length === 0) {
-        throw new Error(`请至少选择 1 个${selectedTemplateInfo?.ownerRoleName || '被考核人'}`)
+      if (surveyKind !== 'item_course' && !currentEmployee?.id) {
+        throw new Error('当前账户尚未匹配考核人员档案，暂时无法发起调研')
       }
       const visualCasesToSubmit = visualCases.slice(0, visualRequiredCount)
       if (visualTemplateSelected && currentTargetSelected) {
@@ -2221,7 +2213,7 @@ function CreateSurveyForm({
           templateCode: selectedTemplate,
           dueAt: assessmentMonth ? `${assessmentMonth}-01T00:00:00` : null,
           openNow,
-          targetEmployeeIds: surveyKind === 'item_course' ? [] : targetEmployees.map((employee) => employee.id),
+          targetEmployeeIds: effectiveTargetEmployees.map((employee) => employee.id),
           targetItems: targetItemsToSubmit,
           evaluatorEmployeeIds: evaluatorEmployees.map((employee) => employee.id),
         }),
@@ -2252,7 +2244,7 @@ function CreateSurveyForm({
       setTitle('')
       setDescription('')
       setDueAt(getCurrentMonthValue())
-      setTargetEmployees(surveyKind === 'item_course' || !currentEmployee ? [] : [currentEmployee])
+      setTargetEmployees([])
       setManualEvaluatorEmployees([])
       setEvaluatorDepartmentValues([])
       setEvaluatorDepartmentEmployees({})
@@ -2310,7 +2302,7 @@ function CreateSurveyForm({
 
         {error && <div className="border border-[#ffdad6] bg-[#fff6f4] px-4 py-3 text-sm font-semibold text-[#93000a]">{error}</div>}
         <button
-          disabled={saving || Boolean(createdSurvey)}
+          disabled={saving || Boolean(createdSurvey) || (surveyKind !== 'item_course' && !currentEmployee?.id)}
           onClick={submit}
           className="h-12 w-full rounded bg-[#0050cb] px-5 text-[15px] font-bold text-white hover:bg-[#003fa4] disabled:opacity-50"
         >
@@ -2339,10 +2331,43 @@ function CreateSurveyForm({
         <div className="grid gap-8 lg:grid-cols-2">
           <div>
             {surveyKind !== 'item_course' ? (
-              <div>
-                <EmployeePicker title={selectedTemplateInfo?.ownerRoleName || '被考核人'} purpose="target" selected={targetEmployees} onChange={setTargetEmployees} />
+              <div className="grid gap-4">
+                <div>
+                  <div className="text-[12px] font-semibold tracking-[0.05em] text-[#5f5e5e]">
+                    {selectedTemplateInfo?.ownerRoleName || '被考核人'}
+                  </div>
+                  {currentEmployee ? (
+                    <div className="mt-2 flex items-center gap-3 border border-[#dce5f3] bg-[#f8faff] px-3 py-3">
+                      <div className="flex h-9 w-9 shrink-0 items-center justify-center rounded-full bg-[#0050cb] text-[13px] font-bold text-white">
+                        {getSurveyInitials(currentEmployee.displayName)}
+                      </div>
+                      <div className="min-w-0 flex-1">
+                        <div className="truncate text-[14px] font-bold text-[#1a1c1c]">{currentEmployee.displayName}</div>
+                        <div className="mt-0.5 truncate text-[12px] text-[#5f5e5e]">
+                          {[currentEmployee.departmentName, currentEmployee.positionLevel || currentEmployee.levelType]
+                            .filter(Boolean)
+                            .join(' · ') || '当前登录账户'}
+                        </div>
+                      </div>
+                      <span className="shrink-0 rounded-full bg-[#e8f0ff] px-2 py-1 text-[11px] font-bold text-[#0050cb]">
+                        当前账户
+                      </span>
+                    </div>
+                  ) : (
+                    <div className="mt-2 border border-[#ffdad6] bg-[#fff6f4] px-3 py-3 text-[12px] font-semibold text-[#93000a]">
+                      当前账户尚未匹配考核人员档案
+                    </div>
+                  )}
+                </div>
+                <EmployeePicker
+                  title="添加其他被考核人（可选）"
+                  purpose="target"
+                  selected={targetEmployees}
+                  excludedIds={currentEmployee?.id ? [currentEmployee.id] : []}
+                  onChange={setTargetEmployees}
+                />
                 {delegatedTargetCount > 0 && (
-                  <div className="mt-2 text-[12px] font-semibold text-[#0050cb]">
+                  <div className="text-[12px] font-semibold text-[#0050cb]">
                     将向 {delegatedTargetCount} 位被考核人发送钉钉确认
                   </div>
                 )}
@@ -2645,6 +2670,7 @@ function EmployeePicker({
   title,
   purpose,
   selected,
+  excludedIds = [],
   onChange,
   onAddEmployee,
   onRemoveEmployee,
@@ -2652,6 +2678,7 @@ function EmployeePicker({
   title: string
   purpose?: 'target' | 'evaluator'
   selected: Employee[]
+  excludedIds?: string[]
   onChange: (employees: Employee[]) => void
   onAddEmployee?: (employee: Employee) => void
   onRemoveEmployee?: (id: string) => void
@@ -2717,7 +2744,7 @@ function EmployeePicker({
     return () => document.removeEventListener('mousedown', closeWhenOutside)
   }, [])
 
-  const selectedIds = new Set(selected.map((employee) => employee.id))
+  const selectedIds = new Set([...selected.map((employee) => employee.id), ...excludedIds])
   const selectEmployee = (employee: Employee) => {
     if (selectedIds.has(employee.id)) return
     if (onAddEmployee) {
diff --git a/lib/__tests__/performance-survey-target-policy.test.ts b/lib/__tests__/performance-survey-target-policy.test.ts
new file mode 100644
index 0000000..e790b52
--- /dev/null
+++ b/lib/__tests__/performance-survey-target-policy.test.ts
@@ -0,0 +1,27 @@
+import { getPerformanceSurveyTargetEmployeeIds } from '@/lib/performance-survey-target-policy'
+
+describe('performance survey target policy', () => {
+  test('人员考核默认使用当前账户', () => {
+    expect(getPerformanceSurveyTargetEmployeeIds({
+      requestedEmployeeIds: [],
+      currentEmployeeId: 'employee-current',
+      surveyKind: 'person_period',
+    })).toEqual(['employee-current'])
+  })
+
+  test('添加其他被考核人时保留当前账户并去重', () => {
+    expect(getPerformanceSurveyTargetEmployeeIds({
+      requestedEmployeeIds: ['employee-other', 'employee-current', 'employee-other'],
+      currentEmployeeId: 'employee-current',
+      surveyKind: 'visual_case',
+    })).toEqual(['employee-current', 'employee-other'])
+  })
+
+  test('事项型调研不自动注入当前账户', () => {
+    expect(getPerformanceSurveyTargetEmployeeIds({
+      requestedEmployeeIds: ['employee-other'],
+      currentEmployeeId: 'employee-current',
+      surveyKind: 'item_course',
+    })).toEqual(['employee-other'])
+  })
+})
diff --git a/lib/performance-survey-service.ts b/lib/performance-survey-service.ts
index 8b7343d..974eb11 100644
--- a/lib/performance-survey-service.ts
+++ b/lib/performance-survey-service.ts
@@ -38,6 +38,7 @@ import {
   withPerformanceSurveyImageProcessingSlot,
   type PerformanceSurveyStoredImageGroup,
 } from '@/lib/performance-survey-image-processing'
+import { getPerformanceSurveyTargetEmployeeIds } from '@/lib/performance-survey-target-policy'
 import { deleteFromS3, uploadToS3 } from '@/lib/s3'
 
 export class PerformanceSurveyApiError extends Error {
@@ -1472,7 +1473,11 @@ export async function createPerformanceSurvey(session: Session | null, body: any
     throw new PerformanceSurveyApiError('只能创建本人部门范围内的考核调研', 403)
   }
 
-  const targets = await resolveSurveyTargets(body, surveyKind)
+  if (surveyKind !== 'item_course' && !ctx.employee?.id) {
+    throw new PerformanceSurveyApiError('当前账户尚未匹配考核人员档案，暂时无法发起调研', 409)
+  }
+
+  const targets = await resolveSurveyTargets(body, surveyKind, ctx.employee?.id)
   if (targets.length === 0) {
     throw new PerformanceSurveyApiError(
       surveyKind === 'item_course'
@@ -2442,8 +2447,12 @@ export async function runPerformanceSurveyNotificationMaintenance(session: Sessi
   return { reminderCount: reminderIds.length, recovered }
 }
 
-async function resolveSurveyTargets(body: any, surveyKind: string) {
-  const targetEmployeeIds = normalizeList(body?.targetEmployeeIds)
+async function resolveSurveyTargets(body: any, surveyKind: string, currentEmployeeId?: string | null) {
+  const targetEmployeeIds = getPerformanceSurveyTargetEmployeeIds({
+    requestedEmployeeIds: body?.targetEmployeeIds,
+    currentEmployeeId,
+    surveyKind,
+  })
   const itemTargets = Array.isArray(body?.targetItems)
     ? body.targetItems
         .map((item: any) => ({
diff --git a/lib/performance-survey-target-policy.ts b/lib/performance-survey-target-policy.ts
new file mode 100644
index 0000000..249d38a
--- /dev/null
+++ b/lib/performance-survey-target-policy.ts
@@ -0,0 +1,24 @@
+type PerformanceSurveyTargetPolicyInput = {
+  requestedEmployeeIds: unknown
+  currentEmployeeId?: string | null
+  surveyKind: string
+}
+
+function normalizeEmployeeIds(value: unknown): string[] {
+  if (!Array.isArray(value)) return []
+  return Array.from(new Set(
+    value
+      .map((item) => String(item || '').trim())
+      .filter(Boolean),
+  ))
+}
+
+export function getPerformanceSurveyTargetEmployeeIds({
+  requestedEmployeeIds,
+  currentEmployeeId,
+  surveyKind,
+}: PerformanceSurveyTargetPolicyInput): string[] {
+  const requested = normalizeEmployeeIds(requestedEmployeeIds)
+  if (surveyKind === 'item_course') return requested
+  return normalizeEmployeeIds([currentEmployeeId, ...requested])
+}