Assessing Your Staff: Objectives and Standards

As a line manager, you are responsible for both supporting the development of your staff’s skills and knowledge and assessing their progress. Assigning clear objectives and standards enables you to achieve both of these aims effectively.

Throughout the review period, it is important to monitor progress and record a judgment against each objective and standard. While this can be completed at the end of the review period, you may also choose to record judgments at any point during the process.

Complete Objectives & Standards Updates

Task: Objectives

From My Staff, select the staff member and go to their Portfolio.
Select the Objectives tab.
Select each objective in turn for editing.
View the information on all the tabs.
The Status should be showing as In Progress.
Click on the down arrow and change this to either Met, Partially Met, or Not Met.
If you have the staff agreement turned on, you will need to enter the passwords of the line manager and the staff member.
Click the red Save button

Task: Standards

From My Staff, select the staff member and go to their Portfolio.
Select the Standards tab.
Select each standard in turn and click on the drop-down in the Reviewer Rating column.
Select one of the dropdown options by clicking it.

Notes:

Ratings can be changed at any time until you close the review.
The graph displays two polygons that represent your ratings and the reviewee’s. Points farther from the centre indicate higher ratings.
Your ratings are shown in grey, while the reviewee’s are shown in red.
This visual comparison helps you identify areas where the reviewee may have overestimated or underestimated their performance relative to your assessment.

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