To copy Areas for Development for an individual staff member from the previous academic year into the current year’s review:
Navigate to the My Staff page.
Select the staff member whose Areas for Development you want to carry forward.
Once the user’s portfolio has loaded, select Staff Summary.
Click Start Review.
When prompted, confirm that you wish to start a new review.
At the Would you like to pull through Areas for Development? step:
tick the box labelled Copy Areas for Development
then select Yes
The Start Review page will then load.
Review the information and add any new objectives or Areas for Development as required.
Once complete, select Agree Targets and Start Review.
You can bulk copy objectives for all staff members easily by following these steps:
Navigate to the Settings tab.
Select Review, then choose Review from the dropdown menu.
Under Bulk Actions, select Open Reviews.
Confirm the review period dates, then select Next.
On the next page, select the option to Copy Areas for Development.
You can then:
bulk open the review for all staff members, or
filter staff by department, role, or other criteria.
Select Next.
Double-check the list of staff members.
Finally, click Open Reviews.