How do I view a performance management report?

Monitoring

• View monitoring status for your staff or all staff (depending on permissions)

• Identify staff who have not been monitored during the current academic year

• Allows you to add monitoring reports for staff outside your direct line management

Staff Objectives

• View objectives for staff you manage or all staff (based on user rights)

Standards

• View standards and progress for your staff or all staff (depending on permissions)

Succession Planning

• View and add recommendations for staff career progression

• Examples include:

  • Remaining in current role

  • Lateral movement

  • Progression to a higher-level role

Pay Progression

• View pay progression recommendations made at the end of the review cycle

• Indicates whether progression is Recommended or Deferred

• Access depends on user permissions

Exporting from My Staff

• Go to the My Staff page

• Click Export at the top right of the table

Options include:

• Selecting specific data columns via the Data tab

• Exporting objectives, monitoring, and standards shown in the table

• Choosing your preferred file format

Key Tip

Use filters and export options to tailor reports to your needs, ensuring you only extract relevant data for analysis, reporting, or sharing.