This guidance covers the updates required for transferring from the only review cycle to the new review cycle.
Contents Page
1. The new academic year and the new appraisal cycle
2. Changing the Academic Year
3. Adding and removing staff before starting new reviews
3.1. Making Staff Inactive
3.2. Removing Staff
3.3. Restoring Staff
3.4. Manually Adding Staff
3.5. Adding new staff with a Management Information System (MIS) sync
4. Setting up data before the new reviews are opened
4.1. Ensuring staff are set to Staff Member Types
4.2. Making bulk changes using the staff management page
4.3. Adding, editing and removing Standard Objectives
4.4. Adding, editing and removing Standards
4.5. Adding, editing and removing Standard Monitoring Forms
5. Closing down current reviews (with no move over/copy over of last year's incomplete Objectives and Areas for Development)
5.1. Close each review down manually at a Line Manager 1:1 meeting
5.2. Close each review down manually by the Line Manager independently in the absence of the Reviewee
5.3. Closing multiple reviews with a bulk action
6. Opening and Closing Reviews (with move over/copy over of last year's incomplete Objectives and Areas for Development)
7. Opening new Reviews
7.1. Opening new reviews manually at a Line Manager 1:1
7.2. Open Reviews manually by the Line Manager independently in the absence of the Reviewee
7.3. Opening multiple reviews with a bulk action
8. Adding and editing Objectives, Standards, Areas for Development etc.
(to an open review before it is agreed having opened it in any of the options)
1. The New Academic Year and the new appraisal review cycle
The first half-term of the new academic year, up until November, is traditionally a busy time in schools and colleges as staff are completing the appraisal cycle for the last academic year and starting their new appraisal cycle.
The leadership team and the Administrator of the iP system, have a number of decisions to make regarding setting up iP including how to organise the opening and closing of review periods and which default dates to display in the system etc. Often many schools and colleges choose that the previous year's reviews are not closed until the end of September or October so external exam results can be taken into account in the overall judgement of the appraisal cycle.
This document will take you through the steps, in order, involved in successfully closing a review cycle and starting a new one,
Changing the New Academic Year
Closing all reviews
Ensure your staff records are up to date
Ensure your objectives, Monitoring Forms and standards are up to date.
Starting new reviews
Bitesize videos are also available in the Help area on your iP system.
2. Changing the New Academic Year
Before any new reviews are started for the new Academic Year we recommend you update your default Academic Year to the new year. Your default Academic Year to the new year. Your default Academic Year determines the default date range for the screens in the iP system.