Performance and Development Review Online System User Guide

Transcription

1 Performance and Development Review Online System User Guide To access the online system go to: Online resources can be found at: [1]

2 The Process Start of Year (September) Interim Review Meeting (January to February) End of Year Review Meeting (May to July) [2]

3 Online Performance and Development Review Instructions Logging on and What You See Enter your UEL username and password Click here to log into the system Click Enter Review to display the link to your review form [3]

4 The Me tab is your home page where you access your review form and the notepad Click here at any stage if you need help using the system This header section is where your information will be displayed Click here to view any notifications, such as when a meeting date is agreed Click here to enter your review form This section will be where your review form will be An orange triangle will show here if you have any outstanding actions on that review form such as viewing comments You can record notes throughout the year and either keep them private or share with your reviewer. You can upload documents such as CVs or certificates Click on View my notes to open This is the name of your reviewer Click here to view any finalised review forms Click here to create a new note [4]

5 This middle box will be prepopulated with your Counter signer Click here to save your review form as a print friendly pdf document Click here to set/edit a review meeting. This box will turn green once the meeting date has been set Click here to add attachments to your form Click here to share your review form with your reviewer An option to finalise the form will appear beneath these boxes at the end of the review period this can only occur when all three boxes above are green This tab will only show if you are a Reviewer This section shows you whether your reviewee has any outstanding actions An amber triangle in this section shows that you have outstanding actions, such as agreeing to a meeting date This section will show you a list of your Reviewees. Click on their name to view their Me page and see their review progress and any shared notes If you are also a Counter-signer your Counter signees will be listed on your My Reviewees page too. [5]

6 Only one person can edit a form at any given time. Click on Share and close to let your Reviewer/ Reviewee know that you have made changes to the form Click Save or Save and close if you want to save, but not share. [6]

7 Stage One: Start of Review Year For stage one you will need to complete the following sections: Check Personal Details are correct (Section 1). Enter Performance againist objectives for this review period (Section 4) you will only need to enter this for the first year of using the system. This section will be prepopulated for subsequent years. Enter Career and/or role aspirations (Section 7). Review Personal Development Plan (PDP) (Section 12). Set Interim Meeting Date. Section 1 will be prepopulated with your details Click on the i symbol will expand the guidance notes For the first review you will need to type in and add your objectives, all subsequent years this sections will be prepopulated. Reviewee to enter details here, if applicable Click on the X to delete a row Either the Reviewer or Reviewee can add Core Objectives Reviewer selects status from the drop down Click on the plus sign to add a row Reviewer to enter details here, if applicable [7]

8 Reviewee can add comments here Reviewer and Reviewee can add Development needs Reviewer to select outcome of development activity Choose HEA Position from drop down list Enter any professional qualifications here Select the drop down to select the Reviewee s HEA Status Click in this window to open the calendar to set the date. [8]