As you approach the end of the academic year, you will need to review and close the appraisal cycle for your reviewees. This is referred to as 'Closing'.
It is the reviewer who is responsible for closing down a review. Ordinarily, this would happen once both parties have met and summarised the year. However, your school may do it differently.
By default, reviewers have the option to skip feedback completely and close the review straight from the Active stage. However, your headteacher can set feedback to be mandatory, or off completely. For more information on skipping feedback, click here.
Quick Steps
- Navigate to Performance Mgmt
- Click on Active
- Click on the name of the reviewee
- Update the review accordingly
- Submit for feedback or Skip feedback and close immediately
Need More Detailed Help?
To access the review navigate to the Performance Management Dashboard, click on the Active section and then click on the Edit icon or the name of your reviewee.
Once inside the review, navigate to the Targets section. You will need to open each target and ensure they are all updated, according to their progress. If a target is complete, you must change the Status to Complete. This will allow you to add a final evaluation of that target.
Once the targets have been updated, go back into the review and you will see a section on the left-hand side, marked End of Year Review. Within this section are two subsections, Review Statements and Pay Notes.
The Review Statement is where you review all of the progress your Reviewee has made towards their review to summarise how they've performed over the last year, taking all of the evidence into consideration.
The Review Statement is split into three sections. The main Review Statement, Areas of Strength and Areas for Development.
The Pay Notes section is your opportunity to make any pay recommendations, taking into consideration your school's pay policy. You can enter their current pay point, whether you recommend them for pay progression and any notes to support your decision.
You can use the Agreed PDP and Progress Report PDF downloads in order to view the review as a whole and see what was agreed at the start of the year.
Please Note: You need to make sure you click Save All once you have added information into the Review Statements and Pay Notes.
Closing a Review with Reviewee Feedback
Once you have completed the Review Statements and Pay Notes sections and have saved, click Submit for Feedback. You will then be prompted to confirm this action.
The review will then move into the Closing stage and be marked as Pending Feedback. Your Reviewee will also receive an email, to alert them that their review is ready for review.
Your reviewee then needs to log in, navigate to the Reviews tab and click Give Feedback. They can then review all the information, view the Review Statements and Pay Notes and decide whether they are accurate or inaccurate. For more information on this process, see this guide.
If your reviewee marks the review as inaccurate, you will be notified, so you can go back into the review and make changes before re-submitting. See this guide for more information.
Once your reviewee marks the review as accurate, it moves into the Closed stage.
The appraisal cycle has now been completed. When you create next years review, you will have an opportunity to carry any incomplete targets and CPD across.
Closing a Review with no Reviewee Feedback
If you want to push the review straight into the closed stage then, when you have completed the Review Statements and Pay Notes, instead of clicking Submit for Feedback, tick the Skip feedback & close the Review box and click Close the Review.
The review will then be moved straight into the Closed stage and your reviewee will not have a chance to respond to your summary information.
The appraisal cycle has now been completed. When you create next years review, you will have an opportunity to carry any incomplete targets and CPD across.