Performance Appraisal Appraisee Guide

Performance Appraisal
Appraisee Guide
What is an Appraisal?
The annual Appraisal is a confidential two-way discussion between you and
your Line Manager. It is your opportunity to formally review your
performance over the past year and agree objectives and development
for the future.
When do Appraisals take place?
Appraisals take place in February each year with a 6 month review in
September.
N.B. If you joined the organisation after 1 st October your appraisal will
take place 6 months on from date of commencement. If you join after
31 st December your appraisal takes place the following year.
Why do we have Appraisals?
The Appraisal is an opportunity to gain feedback and recognition for your
work, enabling you and your Manager to focus on your individual
performance over the year and plan your development for the future.
It helps you to align your role with HDC’s goals for the coming year and
understand the contribution you make to the success of the business.
How does it work?
You will agree Key Performance Areas (KPA’s) with your Manager. These
are the priority areas of your job, and your performance will be
measured, on the achievement of these.

What Happens?
Preparation
Your Manager will agree a date and time with you for your
appraisal. You will also receive a form, which has some questions to
help you structure your thoughts and prepare for the meeting.
(see the ‘Self Appraisal Form’ attached).
You should also ensure your Personal Development Record is up to
date with details of your development throughout the year.
Discussion
The appraisal is a fair and objective process which enables you to
receive feedback on achievement of your KPA’s and discuss your
overall performance and contribution over the year.
You will have the opportunity to evaluate the success and
application of the development you have received over the year,
and identify any further development needs as you plan for the
future.
Results
HDC believe in rewarding individuals, based on their performance
and contribution to the Council’s goals.
Each of your KPA‘s will be rated, and salary increments will be
awarded based on a successful overall rating. (Current scale 0-4
increments). Any increase will come into effect from 1st April.
Your appraisal is recorded. One copy is kept in your personnel file
and a copy should be kept in your Personal Development Record.
Once completed, your appraisal will be reviewed by your Head of
Service and/or Director.
If you have any further questions regarding your appraisal, you
should discuss these with you line manager or a member of
Personnel.

Self Appraisal Form
Name……………………………………………….Appraisal Date……/……/…...
This form has been produced as a guide and to assist you in preparation
for your Appraisal.
You will find it helpful during the appraisal discussion and you should give
a copy to your appraising manager prior to the appraisal and keep a copy
in your PDR for your reference.
Ask yourself the following questions:
1. Is your Personal Development Record up to date? Y/N
2. Do you have a current job description? Y/N
3. Do you have up to date Key Performance Areas? Y/N
4. Do you use opportunities to discuss your work and action plans? Y/N
5. Have you carried out the action agreed at your last appraisal ? Y/N
6. What have you done particularly well in the period under review?
7. What have you accomplished over and above the minimum
requirements of your job in the period under review?
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8. What parts of your job do you do less well?
9.Note down any difficulties you have in carrying out your work. Were
there any obstacles outside your own control which prevented you from
meeting your KPAs?
10. Have you any skills, aptitudes or knowledge which are not fully utilised
in your current role?
If so, how could they be incorporated into your job or used in other areas
of the Council?
11. Can you suggest any training and development that would help to
improve your performance in your current role? (Can include courses,
secondments, shadowing, reading, workshops, working parties, research,
CPD, qualifications, etc.)
12. What Key Performance Areas and Performance Standards (measures)
can you suggest for the forthcoming year?
Keep this document in section 6 of your
Personal Development Record