Overview
At the end of the review period the review can be closed (you will only be able to close the review if you have been assigned the user rights to do so).
Instructions
Before a review can be closed you must ensure everything within the review has been addressed and all the data is correct:
It is first necessary to update the status of all objectives from 'In Progress' to either 'Met', 'Not Met', or 'Partially Met’
By default in SchooliP, 'Partially Met' does not mean completed. This can be changed by your Administrator by editing the Objective Status within Objective Settings and then clicking on the Objective Status tab, then selecting the status you wish to edit. The following screen should appear
From here, check 'Are objectives with this status considered complete?' to make the Objective Status classed as complete.
The ‘Monitoring’ has to have taken place (or have been deleted)
The ‘Areas for Development’ have to be set to ‘Completed’ or ‘Not Achieved’
All ‘Standards’ must be rated
To Close the Review:
Go to ‘My Staff’ on the main menu
Select the staff member's name whose review you wish to close
At the top of the staff member’s portfolio screen, click ‘Close Review’
Actions
Pay Progression
Here indicate whether the staff member should be recommended for pay progression and add any additional comments in the textbox
Succession Planning
This section allows you to indicate the staff member's career aspirations and your recommendations as their reviewer
Staff Agreement
To finally close the review in the ‘Staff Agreement’ tab, the line manager and the staff member must enter their passwords
Click ‘Close Review’
