Getting Started: Creating a Review Meeting record

Whether you just want to record Mid and End of Year Reviews or you want to record coaching, wellbeing or development based check-ins and meetings, your organisation can create any number of custom templates for use in the Overview Statements area. 

The People Development platform provides a default template for appraisal based meetings. Alternatively, your organisation may have created a bespoke template. Bespoke templates are designed to either be Appraisee-led (by the individual) or Appraiser-led (by the line manager).

Here we're going to run through how to create a record such as a meeting, Mid or End of Year Review.

Creating your Review Meeting

Appraisee-led reviews and meetings

• Navigate to your Home area
• Select Review Meetings* from the left-hand navigation menu
• Select Create Meeting in the top right corner
• Select the line manager that you would like to respond, from the dropdown list
• Select the template that is correct for you at this point
• Select Create

• Anything marked with an asterisk is a required field. Select the relevant statement Type to begin. This will pre-populate the title but you can either amend or retain this
• Enter your Title and select the Academic Year the statement is for. If you are writing a mid-year it will be the current academic year, if you are writing an End of Year you may need to select the previous year depending on when you are creating your statement
• If applicable, you can review and select the relevant objectives. Select Show Details next to the year the objectives would have been completed, to reveal them
• Simply select View next to the objective you wish to review, this will open in a new tab then simply close the tab and come back to select it or view others
• Complete the remaining fields

• At this stage, you can click on Save and you will be able to return to it at a later time. This may be required if you need to reflect on the meeting or you have asked the individual to provide additional evidence
• If you are happy with the statement and wish to submit it, mark the checkbox Mark this review meeting as complete and then click Save
• Until the completion checkbox is marked, the individual will not receive a copy and will not be able to respond to it

Appraiser-led reviews and meetings

• Navigate to your Home area
• Select Overview Statements* from the left-hand navigation menu
• Select Create Overview Statement in the top right corner
• Find the individual from the dropdown list. If you manage a high number of individuals you can begin typing the name into the field and it will autocomplete your selection
• We're going to use BlueSky's default template here but your organisation may have other templates. Select the template that is correct for you at this point
• • Anything marked with an asterisk is a required field. Select the relevant statement Type to begin. This will pre-populate the title but you can either amend or retain this
  • Enter your Title and select the Academic Year the statement is for. If you are writing a mid-year it will be the current academic year, if you are writing an End of Year you may need to select the previous year depending on when you are creating your statement
  • Now you can review and select the relevant objectives. Select Show Details next to the year the objectives would have been completed, to reveal them
  • Simply select View next to the objective you wish to review, this will open in a new tab then simply close the tab and come back to select it or view others
  • Select Create

   

  • Complete the remaining fields

  • At this stage, you can click on Save and you will be able to return to it at a later time. This may be required if you need to reflect on the meeting or you have asked the individual to provide additional evidence
  • If you are happy with the statement and wish to submit it, mark the checkbox Mark this overview statement as complete and then click Save
  • Until the completion checkbox is marked, the individual will not receive a copy and will not be able to respond to it

  If you navigate away from the statement creation screen without pressing save you will lose any progress.

  That's it, then simply repeat for any other individuals you manage

   

• Anything marked with an asterisk is a required field. Select the relevant statement Type to begin. This will pre-populate the title but you can either amend or retain this
• Enter your Title and select the Academic Year the statement is for. If you are writing a mid-year it will be the current academic year, if you are writing an End of Year you may need to select the previous year depending on when you are creating your statement
• Now you can review and select the relevant objectives. Select Show Details next to the year the objectives would have been completed, to reveal them
• Simply select View next to the objective you wish to review, this will open in a new tab then simply close the tab and come back to select it or view others

• Complete the remaining fields

• At this stage, you can click on Save and you will be able to return to it at a later time. This may be required if you need to reflect on the meeting or you have asked the individual to provide additional evidence
• If you are happy with the statement and wish to submit it, mark the checkbox Mark this overview statement as complete and then click Save
• Until the completion checkbox is marked, the individual will not receive a copy and will not be able to respond to it

That's it, then simply repeat for any other individuals you manage