Interim Review

If a review period spans an academic year or longer, you may wish to conduct one or more interim reviews. These help you monitor staff progress, provide encouragement, and potentially introduce new objectives or areas for development. As with full reviews, interim reviews should ideally be completed with the reviewee present.

Accessing interim reviews

Task:

From My Staff, select the staff member to go to their portfolio.
Select the Interim Review tab.
From the top right screen, select Add Interim Review.

Note: Interim Reviews cannot be saved partway through

Completing an Interim Review

Task:

On the Details tab: Enter a title and text in the Details section.
Move to the Objectives tab: You may update the statuses of listed objectives.
Move to the Monitoring tab: View completed monitoring activities (read-only).
Move to the Standards tab: You may update the statuses of listed standards.
Move to the Areas for Development tab: You may update the status of any listed items.
Move to the CPD tab: View linked CPD activities (read-only).
Ensure at least one status update is made in Objectives, Standards, or Areas for Development.
Go to the Staff Agreement tab: Enter both passwords.
When prompted: "Would you like to save these modifications to the actual review period? Select Yes.
Click Add to complete and record the interim review.

Notes

The interim review will now appear in the main section, and the Interim Reviews count will increase to one.
The reviewee can view the interim review in their portfolio.
You can edit or delete the interim review later if needed; the reviewee has view-only access.

Related Guides

Logging In and the Home Screen

Submitting Monitoring

Assessing Your Staff: Objectives and Standards

Pay Progression

Closing a Review