Complete a Staff Appraisal

In Arbor, you can set staff objectives and appraisals to ensure staff have the support and skills they need to succeed and are working towards achieving their objectives and performance goals.

Using our Appraisals and Objectives features can help to address weaknesses or potential improvements that can help your staff improve, which in turn improves the outcomes of students' education.


Please note, you will need specific permissions to set up, administer or view appraisals. These permissions have been automatically assigned to the relevant Business Roles managed by Arbor.

  • If you have Staff HR Performance Management Administer permission you can see all appraisals and objectives for staff.
  • If you have the Administer Assigned Appraisals permission you can only see the appraisal you have your name assigned to as an appraiser and you will only be able to see the on-going objectives for the staff member in that appraisal.
  • If you have the Appraisal: Administer and Objective: Administer permissions you can see and add information to your own appraisals and objectives.

To check which business roles have which permissions, go to School > Users and Security > Permissions. Select the permission to see which business roles have been assigned this permission.

This permission can be given to other users as needed. Click here to find out how to assign Ad-Hoc permissions to your staff. 



Reviewing an objective

To review an objective, navigate to the staff profile, and go to the Professional Development section on the right-hand side.



Click the Appraisal to go to the Appraisal Details page.



Click an objective within Current Objectives and click Review to review the objectives to enable you to set outcomes as met or continuing.



Select the outcome of the Objective review, any corresponding notes, then click Save changes.



Completing an appraisal

If all objectives have been met, you can then click the Complete appraisal button to end the appraisal.

The date the appraisal was marked as completed will then appear in the Complete Appraisals tab on the Appraisals page at School > All Staff > Staff Development > Appraisals.



What happens to the objectives when an appraisal is completed?

We show all ongoing objectives within an Appraisal so that you can review them all if needed.

If you don't want to review a certain objective in an appraisal, simply ignore it. Any objectives you don't select an outcome for will continue to appear as Ongoing and will appear in subsequent appraisals.

The objectives you do decide to review and mark as met, not met etc will then be saved against that appraisal. These reviewed objectives will then appear in the Previous Objective tabs the completed review details page for your reference.

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