Contents x
    Overview of the form
      • Print
      • Dark
        Light
      • PDF
      Contents

      Overview of the form

        • Print
        • Dark
          Light
        • PDF
        Article summary

        Each appraisal form is a shared workspace between a member of staff and their manager. Any changes to the form from either party are saved automatically and shared in real-time.

        2022-12-29_09-15-57.png

        AreaDescription
        1The person that the form belongs to.
        2The academic year. Multiple years will display here and the data can be accessed for each one by selecting it.
        3The X icon allows you to exit the form.
        4A comment box for general comments about the appraisal. Comments can also be written up against individual targets, actions, and CPD
        5The target heading. These are specific to the school and are the broad headings under which targets will be written. Select it to expand or contract the heading.
        6The + icon allows you to create new targets under the heading.
        7The description of the target heading to assist staff in writing targets. Select it to expand or contract the description.
        8A target that has been written by the member of staff, showing who wrote it, when they wrote it, the confirmation status, and any RAG data.
        9These icons allow you to RAG rate items, attach files, comment on, and add actions or CPD to targets.
        10An action or CPD that has been written by the member of staff, showing who wrote it, when they wrote it, the confirmation status, and any RAG data.
        11This option allows you to confirm all targets, actions, and CPD on the form.

        Training video for appraisers and appraisees

        This training video is a guide for both appraisers and appraisees on how to:

        • Prepare for an appraisal meeting
        • Access the appraisal form
        • Complete the appraisal form
        Was this article helpful?
        What's Next
        Example form