e-Appraisal System Appraisee and Appraiser User Guide
Contents
1. Please select Mandatory The mandatory training required for the role is up to date training Please select The Overall Comments section for Appraisee is only editable by the Appraisee and cannot be edited by the Appraiser Similarly the Appraiser section can only be edited by the Appraiser and not the Appraisee Overall Comments i The text area in this section is only editable by the Appraisee The text will be visible to the Appraiser once the form has been shared Appraisee The text area in this section is only editable by the Appraiser The text will be visible to the Appraisee once the form has been shared Appraiser Appraiser to complete At the bottom of the form is a section for Confidential Comments that will only be visible to the appraisee and their immediate Line Manager Appraiser By default the box will remain closed at all times Confidential Comments This information will only be shared with your Line Manager Appraiser Use this section if you wish to add confidential comments to your appraisal form that will only be visible to your line manager appraiser O _ _ BC eF p 7 To save the form at any time click the Save or Save and Close icon in the bottom right hand corner of the Appraisal form This will Save the form and you can return to the Me page This option will only save the form in DRAFT format only 2 Share and close the Form Upon completion of the for2. Appraiser can share notes in this section with both being able to share the note with each other 10 Appraiser Process 1 My Team As an Appraiser the screens you access are the same as an Appraisee with the exception of having an extra Tab on your profile called My Team From the My Team tab you can select the Appraisees you are responsible for Appraising When an Appraisee updates their Appraisal Form you will receive Actions and or Notifications from them These Actions will be displayed on the Me tab or on the Appraisal Form itself You can also click on the Action tab in green or you can go to the My Team tab and select the Appraisee from there to view the Appraisal Form ve a DAVID APPRAISER View notifications 5 Name Department Institute School Job titles l To view an Appraisal Form for your Appraisee click on the My Team tab ve aan DAVID APPRAISER View notifications 5 Name DAVID APPRAISER Department Institute School Change Job titles Then select an Appraisee by clicking on their name My team HE AFFRADER HIR Syabas Mina 2 actions 7 overdue Blo Protos Bit Aben Qatiora HR Adimen Dadio A cam Sune HIR Admin Lantion overdue Test Uber AL ADEM FELLOW I aion T gardat 11 The available Appraisal Forms will be displayed in the Appraisals section please click on the relevant Appraisal Period Jane Appraisee s Appraisals Mary Profile s Notes Lise you
3. F 10 Pi 12 is 14 iy ie IS 2m Zi de eel am af 22 adl Click Save Once a meeting date is selected the Meeting Date box will turn green Meeting date 05 09 2014 Change date You may now complete the Appraisal Form Move or scroll down to the next section of the web page and there are three tabs available The first tab is titled Introduction and will display the Appraisal Process Summary wheel with some brief guidelines underneath the wheel of how to complete the form The second tab is titled Looking Back and will be the place for reviewing against the objectives agreed last year Third tab is titled Looking Ahead this is the tab we ask you to complete this year Please click on the Looking Ahead tab Introduction Looking Back Looking Ahead Yar Queen Mary University of London Queen Mary Performance and Development Appraisal Scheme After you have clicked into the Looking Ahead tab the screen will look as follows a title of the form will be displayed showing the appraisal period you will enter your appraisal content into Please note that several sections of the Appraisal Form are visible and editable by your Appraiser at all times A reminder of this has been included on these sections for guidance Introduction Looking Back Looking Ahead Looking Ahead Appraisal Record Part One Appraisal Year 2014 15 This may be shared within the line structure The text areas inthis
4. R Add Edit Add attachment Meeting date Share 11 09 2014 You have shared this form with your appraisee You can still edit content below but will need to share any further changes Change date The appraisal has not been submitted for finalisation Click ng finalise will ask the form owner and aporaser s to agree to all the coment You will not be able to edit content once it has been finalised A Window will appear confirming if you wish to finalise click Confirm to send an Action back to the Appraisee Please confirm you wish to finalise this review When you press Confirm below your appraisee will be sent an action asking them to agree that this form can be finalised Please note that you will not be able to edit this form once it has been finalised This returned action by the Appraiser will allow the Finalisation process to be activated and either an Appraisee or an Appraiser can finalise the form Once the finalisation process has been initiated by one party the process will require the other party to Finalise to complete the process The Finalisation process should only be completed towards the end of the Appraisal Cycle 13
5. VID APPRAISER Please either ape tec ne t reguessi Please note that Finalising your Appraisal Form has been deactivated from day 1 of go live and will be activated nearer the end of the appraisal period when the Forms will then need to be finalised 4 Print Friendly PDF On the right hand side of the Me page is a Save as a print friendly PDF button click the button to generate the PDF file rc n Jane Appraisee s appraisal Saves print triendiy PDF as Hame Spor ae Pomm A0 l 0 aL Adi sbt hat Apprader s DAVID APPRANER It may take a few moments for the PDF to display in Windows XP the window will appear on screen as follows On Windows 8 machines the PDF file will display bottom left of the Task Bar Opening review 3199 queen mary123 2014 15 appraise l Dl x You hawe chosen to open TA ieW 3199 queen mary123 2014 15 appraisal form pdl whichis a Adobe Acrobat Document From https iqruluat simitive com What should Firefox do with this File f Open with ae mee Roa oe i Save File T Do this automatically for files like this From now on Click OK and the document will display in a PDF document that you can then save to your PC network drive 5 Add attachment This will be useful for Appraisers whose staff do not have access to PC s Laptops Click on Add Attachment then click Choose File to select a file then click Upload allow the File to upload Actions Settings Jane Apprai
6. m click Share and Close at the top of the page This will create a notification to your Appraiser and enable them to view all form content rc wt j Jane Appraisee s appraisal was AVPS zoran it i Add attachment ADO ASer Adn tes Meeting date Share 05 09 2014 Once you have completed the form below click here to share your content with your appraiser Change date le and ED Cannot finalise yet Please complete all of the steps above they will go green What does finalise mean 3 Finalising the Appraisal Form Either the Appraisee or the Appraiser can initiate the Finalisation process In this example the Appraiser has sent a Finalise action to the Appraisee the finalisation process can be initiated by either the Appraiser or Appraisee If you as the Appraisee agree with the final content you may click the Approve button Only click Approve if you are in agreement with the final content as the form will lock from further editing me aue Jane Appraisee s appraisal Name Aporasa Form 201 314 201 Add attachment Aperanerts DAVID APPRAISER Meeting date Share 05 09 2014 You have shared this form with your appraiser Finalised awaiting Approval A Action View responses to appraisal form This aporactal has Deen updated bry DAVID APPRAISER Please read thri form below then chick Viewed to remove the mestage A Action finalise appraisal form A request to finalise thes appraisal has been made by DA
7. nd Link to Strategy The Comment and Agreed Summary boxes will be updated at the end of the Appraisal Period as per the Help menu the boxes are free text fields and will auto save your content each time you pause typing To add further Work Objectives please click the Add objective under the boxes Work Objectives Planning i Objective 1 Carry over objective into next year Link to strategy ee __ summary Po Add objective f Leave the Additional Contributions boxes These are for completion next year at the end of the appraisal cycle Complete the section s for Career and Development Planning use the symbol to display help if required Career and Development Planning Career and personal ambition Carry over ambition into next year Development Carry over objective 1 objective into next year p Add objective Training and Carry over development needs training into 1 next year If you Teach then please select the appropriate Yes No option from the drop down box if you do not teach Add development need please select the Not Applicable option For Mandatory training please select one of the three options if there isn t any mandatory training for your Job role please select the Not Applicable option once again For lf you teach confirm that you have recorded your academic teaching qualifications on MyHR teaching staff
8. nter Review button to generate the Appraisal Form My Appraisals Welcome to Appraisal The appraisal area is ready for you to start using This section allows you to complete your appraisal m Your appraiser is Admin User forms and track the progress of these forms with a your appraiser lf this information is incorrect please click here The screen will change to the following format Click on the Appraisal Form link My Appraisals My Appraisals Tr aes eet ena CMAVIO APPRAISER My Notes View finalised appraisals Lie yOu mabes ores fo reci d 1 ho 1s ond feedback relating to your work You can refer bo Chies im any of yer ape arsals Within the Meeting Date box click on the Set date link a saon Jane Appraisee s appraisal Name r Bi aSa Aod attLactuTee tit Apprasernts Ad oei Meeting date Share A meeting date is required in order t discuss and aftree Once you have comoleted the form below i to your appraisal share your content with your appraiser Set date Share and close Cannot finalise yet Please complete all of the steps above they will go green What does finalise mean Click in the Date field and enter or select an Appraisal Meeting Date this can be entered before or after the actual meeting takes place It is a mandatory field so must be populated to activate the process Appraisal Meeting Date Date 11 07 2013 Olu 2013 lo MO TU WE TH FR 5A SU a ap la
9. r notes area fo recand Lito 15 and feedback relating to your work You can refer to this in any of your appr aaah Once the Appraisee has updated the content of the Appraisal Form and clicked Share and Close the Appraiser will receive a Notification requesting the Appraiser view the form You will now be able to add content and then Share and Close to enable the Appraisee to view the content you have updated My Team 1 Action Jane Appraisee s appraisal cae Agr wie fo 201 Bt ott a Sermo nt Appr asets DAVID APPRAISER ASST dt Mecting date Share 05 09 2014 Orce you hyve Com beted the form below cick here fo Vure your comtent with your 200r aie Change date Share and close Share And Finalise A OSA i Tr apar a Pt Deen updated Dy Mary Quces Pease read Yro gt Vana t Oure Y sponses to apor aital form Near the bottom of the Appraisal Form there is an Overall Comments section containing two boxes one box for an Appraisee to edit only and one box for the Appraiser to edit only 12 Overall Comments Appraiser Once the Appraisee and the Appraiser have Shared and Closed the form this back and forward process may continue until such time that both parties will agree on the final content Once agreed the content of the Appraisal Form can be Finalised click the Finalise option me My Team Actions Reports Settings Jane Appraisee s appraisal Name Agu sta Form 2013 2014 2014 201 Aporasets DAVID APPRAISE
10. section are visible and editable by both the Appraisee and the Appraiser at all times Please enter your Work Objectives that have been agreed with your Appraiser For further help please click the i symbol to display additional guidance Objectives State objective clearly including agreed resources or support Amend throughout year as agreed where necessary Where a new objective is added during the year enter this in anew row This information is initially provided at the start of the appraisal year Link to Strategy Some objectives have a clear strategic link in which case refer to this but not every objective will have such a clear link in which case leave this blank This information is initially provided at the start of the appraisal year Comment Agreed or separate where relevant comments from your discussion capturing where learning arises from the objective This information is provided at the end of the appraisal year Agreed Summary his is a single sentence beginning The objective is in progress was exceeded has not been met because as a result of This second half of the sentence captures the appraisee s contribution towards the result and any distinctive circumstances that may have shaped the outcome This information is provided at the end of the appraisal year Hide Click the i symbol again to close the help window 4 Once you have read through the help guide you may start to enter your Work Objectives a
11. see s appraisal Save as eprint triendy POF E Heme App asa Porm 2013 2014 2014 2015 Appraiser DAVID APPRAISER Add a new file No file chosen Once the File has Uploaded then click Save Changes to close the screen To store the changes you have made please click Save changes i Delete Notes jpg Description Remove Add a new file Choose File No file chosen _ Cancel changes From the Home screen the Add Attachment link has changed to the following where you can then click into the View Edit to see the attachment that you saved ve Actions ws Jane Appraisee s appraisal Save as a print friendly PDF Heme appt aia fon Lol 24 a aS appre DAVID APPRABER Lattachment amp Notes At the bottom of the Me tab there is a Notes section where you may record feedback relating to your work click View my Notes My Notes work You can refer to this in any of your appraisals Use your notes area torecord 1to 15 and feedback relating to yor Click Create new Note to record your feedback You can also tick the Share With tick box to share your feedback with your Appraiser Click Save when finished Note title Description Share with DAVID APPRAISER Add attachments Filename Status Drag files here Add files Start upload Allowed file types jpg jpeg gif png txt doc docx xls xlsx pdf ppt pps odt ods odp xps mht Please note that both the Appraisee and the
12. var Queen Mary University of London e Appraisal System Appraisee and Appraiser User Guide Table of Contents 1 Completing the Appraisal FOrM ssesssssssessesesssrsssrsesrsesseeesssesssressseeesesessstesssrsesesessereneseeeseoesseresesesesreessees 2 2 Share and close the Poeninae panbarnces cexeunsnectn cee csaseeteadiaenaede 7 3 Finalising the Appraisal FOM ese css cteres caters nncas ese ctnnancededvadecssenauiaqn r Ea a ai eaaa edinin rinia 7 4 PE EE EOE a T A AE E E 8 5 e Eaa LC E EE EEEE E A E AA AE A E quanta 8 6 ELE E EE E AE EER E A A E E beast N A A E E E 9 7 Appraiser Process My Tealair E aaa aa A R aa 11 Completing the Appraisal Form Once logged in to e Appraisal system you will be navigated to the Me tab ve se Jane Appraisee Go to the My Appraisals section at the bottom of the page to view who your appraiser is If it is incorrect please click the click here link My Appraisals Welcome to Appraisal The appraisal area is ready for you to start using This section allows you to complete your appraisal iser is Admin Use forms and track the progress of these forms with iia a your appraiser lf this information is incorrect This will open up a Support window and you can update the box accordingly with the correct details Once complete please click the Submit button and an email will be sent to the HR Systems Team Assuming the details are correct please click on the E
Download Pdf Manuals
Related Search