Performance Review

The annual process starting with performance review and including staff development, performance recognition, senior staff salary review, workforce planning, budget setting and re-grading is set out in the document - Performance-Management-and-Development-Cycle.

Recording the annual performance review discussions

Managers are now able to record performance review discussions through the Performance Review Module in MyView.

Details of how to use the module are available in the MyView Manual.

The Performance Review module allows managers to summarise discussions about performance, set new objectives (previously Form B) and record any mandatory training identified (previously Form C). Reviewees will still be able to access Form A (which helps them to prepare for their Performance Review meeting) through a link in MyView.

The Performance Review Module is available for use now and it is anticipated that this will be used across the University for recording performance reviews. However it is recognised that some areas have commenced the 2010/2011 Performance Review cycle using the current forms, therefore these are still available below.

Forms for the Annual Performance Review

(If not using the PDR Module in Myview)

Form	Word version	pdf version
Form A is designed to help those to be reviewed think through the issues in advance. They can let the reviewer have the form in advance, to indicate what needs to be on the agenda for the performance review meeting.	Performance-Review-form-a	Performance-Review-form-a
Form B is the report of the performance review meeting. It contains a summary of the meeting.	Performance-Review-form-b (188 kb)	Performance-Review-form-b (30 kb)
Form C is for identifying training and development needs.	Performance-Review-form-c (183 kb)	Performance-Review-form-c (29 kb)

Documentation for the annual Performance Review


Information	Word version	pdf version
Performance Review Process Map		Process Map - Performance Review
Guidance notes for Reviewers and Reviewees (revised January 2011 in line with use of MyView to record discussions	Performance Review and Career Development Scheme	Performance Review and Career Development Scheme
A suggested format for Performance Review discussion (and an aid for preparation)	Performance Review discussion - a suggested format	Performance Review discussion - a suggested format
Some helpful hints for reviewees	Performance Review preparation - helpful hints for reviewees	Performance Review preparation - helpful hints for reviewees
Some helpful hints for reviewers	Performance Review Process - Brief Guide and helpful fints for reviewers	Performance Review Process - Brief Guide and helpful fints for reviewers

Training and Development for Reviewers and Reviewees

Preparing for and Conducting Performance Reviews is included on the 2-day workshop entitled Managing People and Performance.
Preparing for Performance Reviews as a reviewee is included in a half-day workshop entitled Getting the Best out of my Performance Review.

Full details and booking process are available in the Training section Staff Development Website.