User manual digital P&D Form (supervisor)
Contents
1. In this case edit the form accordingly Once the employee has approved the contents of the form or formulated some remarks regarding the contents the form will be sent back to you so you can initial or edit it2. Duty and agreement Assessment in words Score 1 5 Performance area T Assessment in words m uo Score Agreement New topic The Performance area and Assessment in words fields are compulsory If you change your mind you can delete the topic by clicking on the rubbish bin You can only delete topics that you have created using the lt New topic gt button Under Section Agreements enter the agreements you wish to make for the coming period Once you have clicked on lt New agreement gt you have to complete both fields For the academic staff for some faculties the category result areas is set as a default Completion of the result agreements field is compulsory If the result area does not apply you have to delete it by clicking on the rubbish bin You can now complete the components other topics and remarks and reactions although these are not compulsory A remark can also be deleted at a later point in the process Approval 14 15 Once you have completed the form the following options are available on the left hand side of the screen Save and exit Your form will be saved but not sent You can retrieve the form at a later time via the status overview For approval employee The form will be saved and sent to the employee Click on lt OK gt The screen will close unless some details are missing If the latter is the case an error message will appear at the top of the screen
3. USER MANUAL DIGITAL P amp D FORM SUPERVISOR 1 2 In the detail navigation under P amp D Interview click on Supervisor On the screen you will see the status overview in which you can find the status of the digital forms of the employees under your supervision Create form 3 4 If you wish to create a new form click on lt Create form gt Status Overview 0 In Plannina O In Process 0 ST VS Standaardview Ql Create form 2 Ee E Employee Position Form You will now see the following screen with the administrative details required for completing the P amp D form How would you like to continue Administrative Data Fill in form Supervisor Dhr T Ester C Preparation by employee Employee yal Assessing authority Date of P amp D interview E Start evaluation period ia Click on the square box on the right next to the Employee field A pop up screen will appear with a list of the names of all the employees with whom you can conduct a P amp D interview Select the relevant employee and then click on lt OK gt Select the assessing authority in the same way as you select the employee If there is only one possible assessing authority it will be suggested automatically The date of the P amp D interview and the startdate of the evaluation period must be entered in the screen with administrative details Once the administrative details are entered you should choose one
4. of the following options on the left hand side of the screen Fill in form Proceed with step 9 Preparation by employee The form is sent to the employee he or she writes a report of the P amp D interview and then sends it back to you for further processing Once you have checked that the report is correct and complete you may proceed with step 13 Ifyou cannot select the correct employee or assessing authority please contact your P amp O department Fill in form 10 11 12 13 In the newly created P amp D form you can choose between a initial interview if you only need to make agreements and a Performance and Development interview if in addition to agreements you also have to make an assessment If you choose for a initial interview steps 10 and 11 no longer apply If you scroll down you will see questions regarding the annual report for scale 8 or higher and the teaching evaluation only for academic staff If you do not include these you have to specify your reasons for not doing so Under Section Assessment the previously made agreements can be assessed Agreements from the previous digital report are automatically carried over to the assessment section of the new form The first time you fill in the form you have to manually enter the agreements made the previous year which you now wish to assess by clicking on lt New Topic gt Assessment Performance area and duties Performance area
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