Guide for reviewers to structuring an annual review meeting (.pdf)
Guide for reviewees (.pdf)
Example PDR template (.docx)
Recording the annual meeting using People Manager (reviewers) and HR Organisers (reviewees)
For academic employees there is no prescription on format for recording the annual PDR. There is also no expectation that records should be duplicated. Where approaches to performance and development already exist (such as pathway to permanency, research plans, preparing for promotion and peer review etc.) these can be considered as a PDR record. Where no such records are available an example PDR template (.docx) is available should you wish to use it.
In this context, it is recognised that in some cases (e.g. academic employees) reviewers may not always be line managers and could be peer mentors or senior members of the department.
For UECS employees please use the appraisal form to record the PDR conversation. For WHH employees please use the example PDR template.
To understand engagement with the process please ensure that you record the date of the annual PDR meeting. This can be done in the Forms and Feedback section of People Manager (reviewers) and HR Organiser (reviewees). There is no requirement to log observations / outcomes of the process centrally, but a formal record should be shared and agreed between the reviewer and the reviewee.