Use the links below to find more information on:
Dashboard
The Appraisal Dashboard is the first page you will see when you enter an appraisal.
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- The Appraisal Details area displays your organisation and the appraisee's name and contact details.
- The Appraisal Information area displays the appraisee's Total CPD Score and the break down according to section, quick links to the different sections of Form 3, and links to relevant appraiser notes.
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Form 1 is split into 4 sections. It contains the appraisee’s:
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Form 2 focuses on the appraisee’s Roles and Responsibilities. It contains information regarding:
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Please note: Before you can sign off the appraisal, each of the appraisee's Last Year's PDP items must have a status (e.g. complete/proposed carried forward/proposed dropped). Click here for instructions. |
Form 3 contains the appraisee’s appraisal evidence, including their MSF and complaints and compliments.
- Use the Appraiser Notes function to annotate items in preparation for your meeting.
- You may need to adjust CPD scores when reviewing evidence. Click here for more information.
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Form 4 - Appraisal summaries
As the Appraiser you must complete the three sections in Form 4 after the appraisal meeting. For more information about Form 4, click here.
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Signing off
Once you have had the appraisal meeting and completed Form 4 you can sign off the appraisal.
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The overview page uses a traffic light system to display items of the appraisal that you have completed, and those that must be completed before you can sign off:
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- Any sections that are complete are shown in green
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Once all of the sections are complete you are ready to Sign Off the appraisal. - Click 'Sign Off' in the bottom right corner.
- Enter the Appraisal Sign Off date and click 'Yes' in the dialogue box.
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This will take you back to your appraisal dashboard, where you will see the appraisal status now set as "Awaiting Appraisee Sign Off"
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Reverting your sign off (or a submission)
This will take you back to your appraisal dashboard, where you will see the appraisal status now set as "Awaiting Appraisee Sign Off"
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If there are any changes you want the appraisee to make to their appraisal evidence you can also revert their submission by clicking "Revert submission" in the left navigation bar. |
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Reverting the Sign off will not let the appraisee see any changes (including CPD adjustments) you have made to the appraisal |
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