Staff Performance- functionality overview

The ‘Personnel Details’ tab will be Personnel as it currently stands

Professional Details has been given its own tab and will include a new area for staff to record development.

‘Employment Details’ has been given a separate tab . This will include everything that is currently held in the Employment Details panel of the P7 record.

The Appraisal Tab will include the new staff performance functionality

Summer 2012 functionality

Objectives Observations CPD Reviews

The following screen shots are work in progress. The final screens will look different but the functionality will remain the same.

ssssAdd CPD activity for Anita Abel

The opportunity to upload any evidence to the CPD - e.g. a certificate

The ability to link any CPD to a current objective. This will then appear as evidence in the objectives screen.

The staff member can define the result- e.g. very useful, useful, not useful (school can customise these)

The ‘CPD’ Type can be customised by the school.

Any CPD linked to the objective will appear here

Once saved the form becomes read only to the member of staff, who can then use this area to upload any evidence throughout the appraisal period toward his/her objective.

You can map objectives back to a ‘School Objective’ and a ‘Professional Standard’ (defined in the setups area).

The ‘Success Criteria ‘is what success will look like to that individual. This can also include any CPD they should be involved in.

During the review the line manager or appraiser can go through all the evidence and make an informed decision on the achievement of that objective- achieved, partially achieved or not achieved.

Add an objective for Anita Abel and upload evidence towards that objective

The ‘Observation Type’ is a standard lookup customisable by the school. This can be a formal observation, a drop in observation, learning walk etc…

All data relating to the lesson observed and pupil numbers will be pulled through automatically (assuming the classroom teacher has competed the register)

Evidence can be linked to the observation- whether that is your paper form, the lesson plan or pupil work.

You can assign a grade by each standard associated to that individual. Multiple sets of standards can be created and associated to a member of staff- e.g. relevant for those in dual roles

Define a status of the form: Draft, Ready for Review or Publish

Add an observation for Anita Abel

A window into the current objectives and observations of that individual during the review.

All relevant data is pulled through from the Personnel record.

You can summarise the review and assign an grade by each standard associated to that individual, including an overall review grade.

Evidence can be linked to the review- whether that is your paper review form or paper self evaluation form.

Define a status of the form: Draft, Ready for Review or Publish

The ‘Review Type’ is a standard lookup customisable by the school. This can be a formal review, an interim review etc…

The appraiser can define a recommend pay progression at the end of the appraisal period. This will be a data entry field.

Add a review for Anita Abel

Overview of the Summer 2012 release

Objectives Observations CPD Reviews

A report like this can help identify those who have not been observed or those who require a follow up observation due to a poor recent observation.

Permissions and security

These new permission groups will read off the line management tree so that you only access records that you are associated to. In this example: Tom David will have ‘line manager’ access rights to Anita Abell’s record, and Adrian Blacker will have appraiser access rights to Anita Abell’s record.

Where the line manager does not conduct the appraisals, schools can define a different appraiser OR multiple appraisers for each individual.

Schools can customise each of these permissions and define what they want each group to view and edit on the P7 record.

Core benefits

Increases efficiency by automating the administration of performance management

Offers a range of flexible tools that can be utilised by all schools Supports core elements of the appraisal process Builds a complete profile of every member of staff within the school Ensures school priorities are achieved through the joint effort of all staff

members Drives staff development across the school Motivates staff through their active involvement in their own personal

development Provides reports that save time and show evidence in an instant