Leader Training

This guide explains how to access the system for the first time and how to securely set your password and log in with your email address.

Learn how to complete, submit, and review staff monitoring forms - record observations, add feedback, and manage what’s visible to staff.

Learn how to update staff objectives and standards - review progress, apply ratings, and record final outcomes to support performance management.

Interim reviews let you track staff progress during a review period, provide feedback, and adjust objectives if needed. Learn how to create, complete, and record them in a staff member’s portfolio.

Manage staff pay progression by accessing the Staff Summary, updating the status, adding justification comments, and securely submitting recommendations.

Close a staff review by ensuring all objectives, monitoring, development areas, and CPD activities are complete - finalise pay progression, confirm agreements, and securely lock the review.

View and manage your establishment’s key improvement areas, set start and end dates, track linked objectives and staff, and edit priorities that shape your Development Plan