Appraisals in your organisation
- Clarity Oz Administrator
Click "Appraisals" in the top menu to manage your organisation's appraisals.
Use the links below for more information on:
Appraisals
To view a list of all of the appraisals in your organisation, go to the Appraisals area of Appraisal Toolkit:
- Click “Appraisals” in the top menu bar
You will be taken to the Appraisals overview page (“Appraisals” in the left navigation bar)
You can search for a specific appraisal or set of appraisals using the filter and search function:
Filter the options according to year or status, or find appraisals with/without an appraiser, those that are late and/or those that are overdue :
- Use the drop down, the Yes/No buttons, and/or the tick boxes to create detailed search criteria
- Click
- You can clear searches by clicking
then
Search within your results:
- Enter the name of either the appraisee or appraiser
- Click
Please Note: You can only view appraisals if the Responsible Officer has granted you access and the status is "Complete"
Conflicts of interest
It is important to record any conflicts of interest that occur between appraisees and appraisers in your organisation.
To add a conflict of interest:
- View the appraisee (or appraiser)
- Click the “Conflicts” tab
- Click
- Search for the appraiser (or appraisee) the user is conflicted with
- Click
- Enter an explanation for the conflict in the text box and the start/end dates (if appropriate)
- Click
To view conflicts in your organisation
Click Appraisals in your top menu bar
Click “Conflicts of Interest” in your left navigation bar (see image above)
To remove a conflict of interest
- Go to the Conflicts section of Appraisal Toolkit (under Appraisals in the top menu bar)
- Click
Exemptions
Appraisees may be exempt from an appraisal due to a number of reasons (e.g. illness/maternity leave).
To add an exemption:
- Click Appraisals in the top menu bar
- Click 'Exemptions' in the left navigation bar
- Click
- Search for the appraisee you wish to exclude from annual appraisal
- Click
- Select the reason for exemption from the drop down list
- Complete the rest of the fields
- Click
To delete an exemption:
- Go to the exemptions section of Appraisal Toolkit (under Appraisals in the top menu bar)
- Click
Allocating appraisal due dates
To batch allocate appraisal due dates to your Clinicians
- Go to the Appraisals area
- Click “Allocate Due Dates” in your left navigation bar.
- Clinicians without a current due date are shown at the top of the page
- Tick the boxes to the right of any Clinicians you want to allocate a due date to
- Click
If Appraisal Toolkit could not allocate due dates to specific Clinicians they will be displayed at the bottom of the page with an explanation.
You can also allocate due dates for the next appraisal year, by clicking the Check link (
) in the top left corner of the page and following steps above.
To allocate due dates individually
- Find and view the appraisee
- Click
- Complete the fields (if applicable )
- Click
Allocating appraiser
You can allocate Appraisers to your Clinicians individually or in a batch process.
To allocate individually
- View the appraisee and ensure they have a current appraisal due date
- Click
in the Appraiser column of the Current Appraisal tab - Search for the Appraiser you wish to allocate
- Click
To allocate Appraisers to multiple Clinicians
- Go to the Appraisals area
- Click “Batch Allocate Appraisers” in the left navigation bar
- Click
- If you do not want to accepted match, untick the box to the right.
- Click
(This will accept all of the suggested matches with a ticked box next to them)
Unsubmitting / reverting appraisal status
As an Appraisal Administrator you can revert the status of an appraisal that has been submitted or signed off.
- Go to the Appraisals area of Appraisal Toolkit
- Click Unsubmit Appraisal/Revert Appraiser Signoff/Revert Clinician Signoff in the left navigation bar.
- You will be presented with a list of appraisals that can be reverted
- Click
- Click
to confirm
Viewing late or overdue appraisals
Appraisals are marked as Overdue when their due date passes and they have not yet been completed.
Appraisals are marked as Late if they have not been completed within 28 days of the appraisal meeting.
To view appraisals that are overdue, or nearly overdue:
- Go to the Appraisals area of Appraisal Toolkit
- Click Overdue Appraisals in the left navigation bar
This page will display any appraisals that are already overdue, or that will become overdue if they are not completed within 28 days. You can sort the table according to date, overdue days, or alphabetically according to appraisee or appraiser name.
To view appraisals that are late or nearly late:
- Go to the Appraisals area of Appraisal Toolkit
- Click Late Appraisals in the left navigation bar
This page will display any appraisals that are already late, or that will become late if they are not completed within 28 days. You can sort the table according to date, late days, or alphabetically according to appraisee or appraiser name.
Appraisal requests
In August 2017 we deployed updates to ensure Appraisees could more effectively control Appraiser allocation and appraisal dates where no Appraisal Administrators maintained them.
Where Appraisal Administrators control Appraiser allocation and dates we are providing a better framework for the Appraisee to pass a request to their Administrators within the toolkit.
Each of the requests below will generate an email to the Appraisal Administrator team, will show in new widgets on the Appraisal Administrator dashboard and will be automatically cleared either by an action taken by the Administrators or deleted by the Appraisee.
- Request an Appraiser allocation
- Request a change of Appraiser
- Request change of dates
Appraisee request an Appraiser allocation
The Appraisee can send the request with who they believe Appraiser should be and a note although neither are required.
To find their Appraiser simply use the "Search for Appraiser" button and select the correct person.
Submit will notify the Appraisal Administrators that a request has been made although the request can be deleted by the Appraisee.
Widgets have been added to the Appraisal Administrator dashboard. Select to access the lists of requests.
The list presents the type of change and by default is sorted by the request date. Filters are available for appraisal year and type of request.
Select "View" to take an action.
The requested Appraiser is listed and can be quickly accepted although all other Appraisers are listed where the rules regarding consecutive Appraisers and maximum number of appraisals would not be exceeded.
Request a change of Appraiser
Where an Appraiser has been allocated an Appraisee can request a change. The process remains the same however the reason for the change must be selected.
When the request is presented to the Appraisal Administrators the reason is included should you feel it necessary to add as a Conflict.
Request Change of Dates
The option to request a change of dates is presented to the Appraisee in the left column of the appraisal in the "Actions" section
The original dates are presented along with the new requested dates. On screen guidance has been added to ensure the impact of changing "Evidence To" dates is fully understood.
All relevant dates are presented to the Appraisal Administrators. The dates can quickly be accepted, rejected or amended as required from one screen.
