Overview
If you line manage staff in your establishment then one of your tasks will be to manage their reviews. In this section we learn how to start a review. In order to appreciate how a review appears to the staff you manage, you should have two logins for this training session, one as the line manager of the other staff, and another as a member of staff who you manage.
Instructions
As a line manager you have extra user rights compared to an ordinary member of staff. Notice extra options in the contents menu on the left-hand side of the screen after you login compared to those available of an ordinary member of staff.
Practical Task:
- Login with your Middle/Senior Leader login
- Under Details in the contents menu, select My Staff
The screen you see should look similar to this:
There is a lot of information on this screen. Notice in particular:
All the staff you manage should appear at least once in the list
Staff can appear more than once - that means two or more of their reviews fail within the current date range
Staff with Start in the Objectives column currently do not have an open review
Staff with Resume in the Objectives column have a started review where targets have not yet been agreed
The date range corresponds to the current academic year dates. You can edit the the From and To dates to alter the information displayed.
You can filter by Staff Member Types and/or by Department
Notice the difference between selecting Only Staff I Manage and All My Staff (which contains staff managed by the staff I manage)
In order to start a review, you need to click on the name of the staff member and then ensure their Staff Summary page is displayed (if you are not taken to the Staff Summary Page, select Staff Summary from the top right)
Practical Task:
- Select Start Review from the options in the top right
Under normal circumstances, when a review is started the line manager is sitting with the member of staff so the items included in the review can be discussed and modified if necessary.
Notice:
You need to enter a title for the review, something like Yearly Review - September 2017 to October 2018
The Start Date and End Date default to the dates for your current academic year. These dates can be edited if necessary.
You have four tabs - Objectives, Observations, Standards, Areas for Development - the first three of which are likely to have items listed. These are set up on your system as default items for reviews according to the staff member type of the reviewee
Practical Task:
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Enter the Title of the Review
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With the Objectives tab selected, click the plus (+) icon to add a further objective
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Leave this as a personal objective and add text in the mandatory (yellow) fields
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Click Add to add this new objective
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Check the new objective appears in the list of objectives
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With the Observations tab selected, click the plus (+) icon to add a further observation
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Fill in the fields with realistic data and select an observer other than yourself
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Click Add to add this new observation
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Check the new observation appears in the list of observations
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With the Standards tab selected, click the bin icon to remove one of the standards
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Check the standard removed is no longer in the list
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Click the plus (+) icon to add the standard just removed back into the list
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With the Areas for Development tab selected, click the plus (+) icon to add one
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Enter realistic data and click the Add button
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Check the area for development is added
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From the top right select Agreed Targets
17. Enter the passwords then click the Agree button
The Staff Summary page should now look something like this:
Notice:
The Review Period text box with your new review period title displayed - all reviews for this member of staff should display in the dropdown list
The items on the first four tabs should reflect your editing when the review was started
The other seven tabs should be blank apart from the Pay Progression tab where an item is listed with Deferred status as the default
The top-bar contains a Portfolio button
The Portfolio page should look something like this:
Notice:
The counts against the objectives, observations, standards and areas for development
Selecting the tabs in turn you see the information you set up and agreed to when starting the review
Next Steps
