Instructions
More information can be added to the new review before navigating to the header and selecting Agree. Notice the screen for starting a review may have a text box for the line manager to enter the title of the review, or a default title may be entered. The Start and End dates will have default values (these are pre-populated from the global settings) There are four tabs - Objectives, Monitoring Forms, Standards, Areas for Development with the Objectives tab selected. There may be one or more objectives displayed including those that may have just been copied or moved from the previous review and any Standard Objectives set by the Administrator of the system for the particular staff member type. It is intended that all of these areas are discussed, created and edited (if necessary) and then agreed.
Practical Task:
- Enter a title for the review
- Select the first Objective title and edit the text (if necessary) and select Save
To add, edit or remove areas, click on the +, pencil or bin icon in each tab:
Notice that at present in the header there are two options - Agree Targets and Cancel Review. If Cancel Review is chosen any edits will be lost and the line manager will need to start another review from scratch. Selecting Agree Targets will require both the line manager and the reviewee to enter passwords to formally set the review as open (some organisations turn the setting for passwords off). If the line manager wishes to save their input but not agree targets, they need to click away from the current page. This effectively suspends the review which can be resumed at a later time. If this is the case:
Practical Task:
- Select the Home option from the left-hand contents list
- Select My Staff tab from the Home page main screen
Notice the button next to the staff member's name has changed from Start to Resume
Practical Task:
- Click the Resume button next to the staff name you used previously
The Start Review screen should appear with the edits which were typed earlier. Notice:
Further items can be added to the review and then the line manager and reviewee can agree the targets. Once targets are agreed the review is set and the Portfolio page for the review is accessible to both the line manager and the reviewee.
On the 'My Staff' page, the line manager sees the reviewee's name with two ticks to the right of the name, and coloured blocks in the Objectives, Monitoring Forms and Standards columns as appropriate.
The staff member's Portfolio will open with the newly created review. If it is not the review you just created, check the other reviews in the dropdown list and find your new review. The standard objectives, standard Monitoring Forms and standards appropriate for the staff member type should display.
Next Steps
