Performance & development reviews

Information for all staff categories, access to PDR paperwork and how HR can help.

What are performance and development reviews (PDRs)?

It has been agreed that a formal Performance and Development Review (PDR) policy be developed at Corporate level within the University of Edinburgh.  This is part of an overarching framework in support of the University’s commitment to embedding a positive performance culture which enables, encourages and recognises success and which is aligned with the University’s mission and goals.

PDR will focus on performance for success and provide greater clarity for all staff on the focus of their contribution as well as support for professional and personal development.

Distinct processes are in place for individual staff groups, Support staff, Academic staff and Research staff.  More information on PDRs for each of these groups can be found below.  Full information on the University policy on PDRs is available on the University HR website:

Annual Reviews at the University

 

Support staff PDRs

To be carried out annually, InfHR will contact support staff and line managers 2/3 months in advance of the proposed date of the PDR to allow time for the meeting to be scheduled and the paperwork to be completed.

Forms to be used for Support Staff PDRs within this school are:

Self Review Form (111.13 KB Rich Text Format)
Agreed Note of Action Form (102.57 KB Rich Text Format)

 

Academic staff PDRs

To be carried out annually, InfHR will contact Academic staff and their selected appraiser 2/3 months in advance of the proposed due date of the PDR to allow time for the meeting to be scheduled and the paperwork completed.

InfHR will contact Academic staff shortly after they commence employment with us to outline the process for their PDRs and will then contact the staff member and their selected appraiser 2/3 months prior to the due date of their appraisal.

Please note that Informatics uses a PDR form which has been adapted to the needs of academic staff within this school. This has been revised to explicitly include reference to impact (REF and otherwise), teaching and management responsibilities; all of which should be covered in the review as appropriate to the individual staff member’s responsibilities. The form can be viewed at:

 

Research staff development PDRs

These PDRs are to be carried out annually, in line with the Research Staff Concordat:

Research staff concordat

InfHR will contact Research staff shortly after they commence employment with us to outline the process for their PDRs and will then contact the staff member and their selected appraiser 2/3 months prior to the due date of their appraisal.

Forms which are to be used for the development appraisal:

 

In addition InfHR can also supply documentation for researchers to record any project review meetings held between themselves and their line managers.  Please just ask InfHR@staffmail.ed.ac.uk for this.