Overview
A central aspect of performance management involves staff aiming to achieve a set of Standards which are appropriate to their present or aspiring job role. Adding and assigning Standards is similar to adding and assigning Standard Objectives and Standard Monitoring Forms.
In a similar way to Standard Objectives and Standard Monitoring Forms, Standards are usually set up in a way to be automatically pulled into new reviews for staff with matching Roles to the Standards. Note the Roles settings for Standards and for Staff can have multiple ticks. For example, Senior Leaders may be ticked to receive both Teaching Standards and Leadership Standards.
Location
To access the options for modifying standards, you should first go to the left-hand contents menu and select Settings, then from the Review dropdown select Standards.
Instructions
Select the Settings item from the left-hand contents menu
Click the arrow in the Review box
From the dropdown list displayed, select Standards
Select the Standards tab from the list on the left
Your screen should now look something like the image below
Actions
Editing Existing Standards
- Click the title of one of the Standards to open the 'Edit Standard' screen.
- Note the Details tab contains the data displayed on the main page but additionally an optional description
- Select the Roles tab and adjust the categories if necessary
- Click the Save button to save your update
Importing Pre-existing Standards
- Select the Settings item from the left-hand contents menu
- Select Standards from the Review dropdown
- Select the Standards tab
- Select Import Standards
- From the Available Standards Imports list select a category like Support Staff then click Next
- Set an appropriate End Date for your Standards - usually the same date as end of the Review cycle e.g 31st August
- Tick an appropriate Roles from the list or add one if there is no appropriate one
- Click Next to move to the final screen
- Check the summary information and click Import if the information is correct
- Check your imported Standards are displayed on the Standards Settings page. When the new reviews are opened, these Standards will automatically be allocated to the Roles selected.
Adding a New Standard Type
Before we look at adding bespoke Standards, you may wish to add your own new Standard Type, e.g 'Acacia Avenue School Standards', rather than add your bespoke Standards to an existing list e.g. Teacher Standards. You may wish to create a bespoke list to ensure it can be applied to all staff members.
- From the Standards Settings page select Type
- Click on the + icon and create a title
- Click on Add to save
Adding New Standards
- From the Standards tab select + icon
- Complete the Title, Description and Due Date (usually the end review date)
- Select the Standard Type dropdown to add to an existing Standard list or find the one you have just created
- Tick an appropriate Roles from the list or add one of there is no appropriate one
- Click Add to save
