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How do I start a professional review for a member of staff?

Go to My Staff from the left-hand menu.
Find the staff member and click Start New Review.
Enter a title for the review period, for example Performance Management 2023/2024.
Check the Start Date and End Date and adjust if needed.

Objective Tab

In the Objectives section:

Standard objectives may appear automatically. Remove any not required.
Click Add Objective to create a new one.
Enter the Type, Objective, Performance Criteria, and Due Date.

Evidence

In the Evidence section:

Specify what evidence should be uploaded, such as lesson plans or examples of student work.

Actions

In the Actions section:

Break the objective into smaller tasks by clicking Add Action and entering a description.

Monitoring Tab

In the Monitoring section:

Click Add Monitoring.
Select a Form, add the Date, and choose Observers.
Set the Purpose and add any Comments.
Click Add to save.

Standards Tab

In the Standards section:

Standards linked to the staff member’s role will appear automatically.
Remove any that are not relevant.
Choose whether to move or copy existing objectives if required.

Areas for Development Tab

In the Areas for Development section:

Click Add Area for Development.
Enter the Focus, Area, Action, and Due Date.

Collaborators Tab

In the Collaborators section:

Click Add Collaborator to include other staff in the review.
When everything is complete, click Agree to Targets & Start Review to begin the review.