Use Arbor's Appraisals and Objectives features to track staff targets and performance.

• Objective - Objectives are goals that a staff member should achieve or attain over a set period of time. You can set up objectives to correspond with an appraisal, or not, as needed.
• Appraisal - A review of the staff member's work, objectives and what they need to do to improve their performance. You can create as many appraisals for a staff member as needed.

Objectives and Appraisals are included in the Essentials, Plus and Enterprise MAT packages. If you are unsure about your Arbor package, please contact our Partnership Team by emailing customersales@arbor-education.com 

Permissions

• Group: Staff Development: Staff HR Performance Management Administer - See all appraisals and objectives for staff.
• Group: Staff Development: Administer Assigned Appraisals - You can only see the appraisal that you have your name assigned to as an appraiser, and you will only be able to see the ongoing objectives for the staff member in that appraisals.
• Group: Staff Development: Administer My Objectives - See and add information to your own objectives
• Group: Staff Development: Administer My Appraisals - See and add information to your own appraisals

Adding Appraisals

From the Overview page

To see all staff members' appraisals and add a new appraisal, go to Group Staff > Staff Development.

please note that appraisals can only be added for individually-selected staff members, or for every staff member if the Staff box is left blank.

Click Create New Appraisal.

Fill in the slide over with the date of the appraisal, Appraisee (the staff member who is being evaluated) and the appraiser (who is conducting the evaluation).

The dropdown list of appraisers is restricted to show the people with the ability to administer appraisals. This means that only users with either the Group: Staff Development: Staff HR Performance Management Administer permission or the Group: Staff Development: Administer My Appraisals permission can be selected.

Once you click Create Staff Appraisal, you will be taken to the Appraisal Details page, which has sections for objectives and training.

From the Staff Profile

Navigate to a staff profile, and click Professional Development from the left-hand menu. Click +Add to add an Appraisal using the same slide over as shown in the section above.

Adding Objectives

From the Overview page

To see all staff members' objectives and add a new objective, go to Group Staff > Staff Development > Objectives.

Please note that objectives cannot be added in bulk, but must be added for each staff member.

Click Create New Objective.

Fill in the slide over with the start and end dates of when the objective should be achieved by, and supporting information if required for records. Once done, click Create objective.

From the Staff Profile

On the staff member's profile, click Professional Development from the left-hand menu. Click +Add to add an objective using the same slide over as shown in the Appraisals section above.