Human Resources

Development and appraisal reviews

All staff of the University participate in performance development and appraisals. An important strategy to achieve both staff and the University's goals is for staff to undertake regular reviews.

The Performance Development and Appraisal Policy details the procedures, objectives and responsiblities of staff required to participate in the development and appraisal process.

The reviewer and reviewee should be familiar with the University's expectations for the role under review:

Expectations of all UWA staff
Skills, attributes and behaviours that the University expects all staff to demonstrate in their work.
Expectations of staff in leadership and management roles
Skills, attributes and behaviours the University expects of staff with supervisory responsibilities.

Reviews

The University has review processes to ensure staff are clear about:

 

Online training

Participants must complete the Online PDA workshop, prior to attending a face to face workshop. Instructions on how to access the online workshop are:

  1. Go to the University's learning management system
  2. Log in using your staff number and Pheme password
  3. Select the Units tab of the learning management system home page and enter PDA in the Organisation Search box
  4. Select the down arrow to the right of unit title: PDA-Workshop
  5. Select the Enrol option
  • You will have the choice between a PDF file or a Flash file. There is also a written script (in PDF format) for those who wish to see the audio in writing.
  • Once in the workshop, the audio can be muted and the slides can be skipped through manually, all of the quiz questions will need to be attempted in order to progress to the end of the workshop.
 

Face to face workshops

This Performance Development and Appraisal (PDA) process offers an annual discussion as to achievements, emerging work role changes or challenges, performance and role expectations and development strategies.

Performance Development and Appraisal (PDA) training for reviewees

Intended Audience
All members of UWA staff (other than supervisors/reviewers) who want to learn more about the PDA process and how to use it to enhance career development.
Workshop Description
This workshop explains the objectives of the PDA, the process, and the roles and responsibilities of reviewees. We will also go through the questions on the PDA and identify how to best approach them. A one hour online module is a pre-requisite for this workshop, this module will go through the process and policies and the questions that will be asked. The face to face workshop will cover the feedback and motivation processes, goal setting and strategies to make the most of your PDA.
Intended Outcomes

At the workshop you will learn the answers to the questions:

  • What is the PDA and why do we have to have it?
  • How do I prepare for PDA meetings with my supervisor?
  • How do I use my PDA to set goals and enhance my career development?
  • What questions can I ask , and how can I give feedback to my reviewer?
Key activities
Information presentation, self-reflection, group work.

Performance Development and Appraisal (PDA) training for reviewers

Intended Audience
For all UWA supervisors (reviewers) and managers who have not had previous PDA training.
Workshop Description
This workshop explains the objectives of the PDA, the process, and the roles and responsibilities of reviewers.
The workshop also explores theories of employee motivation, how to give quality feedback, and how to enhance the career development of your staff and continue to meet the objectives of your team.
A one hour online module is a pre-requisite for this workshop, this module will go through the process and policies and the questions that will be asked.
The face to face workshop will cover the feedback and motivation processes, and role playing.
Intended Outcomes

At the workshop you will learn the answers to the questions:

  • What is the PDA and why do we have to have it?
  • What are things I can and can’t say or do at a PDA?
  • What do I have to do to prepare for the PDA meeting?
  • How to ask questions and provide feedback to make the most of the PDA?
 
 

Procedures and Guides

Commencing Performance Development Appraisal (CPDA)

The Commencing Performance Development Appraisal (CPDA) is to be completed through the Employee Self Service by new staff within the first two months of employment or other staff taking up a new role.

UWA CPDA Procedures [RTF, 4.0 MB]
Updated 31 Jul 2014


Performance Development and Appraisal (PDA)

The annual Performance Development and Appraisal (PDA) will be undertaken and recorded through the Employee Self Service Information on using the ESS to undertake the PDA is provided through the ESS User Guidelines.

PDA-Guide [DOC, 158.5 KB]
Updated 31 Aug 2015


PDA-Guide [RTF, 1.4 MB]
Updated 31 Aug 2015


 
 

Ratings and timeframes relating to Performance Development and Appraisal (PDA)

The PDA is linked to a number of University Policies and minimum performance ratings must be achieved for various actions or events from those policies to proceed. The table below summarises these links.

Action Minimum rating required Most recent PDA (or specific timing) Notification required
Prior to completion of probation (professional staff) Meets the University's high expectations In the fourth month following commencement of employment Currently to be monitored retrospectively
Annually during the probationary period for academics Meets the University's high expectations See policy for timing, annually until final year of probation
Level A - for; 4 years
Level B; and above - for 2 years)
Noted on form "Supervisor's Annual Report"
Prior to application for tenure (academics) Meets the University's high expectations Noted on form "Supervisor's Annual Report"
Academic Promotion Meets the University's high expectations Noted on form "Application for Academic Promotion, form 2"
Prior to renewal of fixed term contract if the new contract is of 12 months or more Meets the University's high expectations Noted on HR Expiry Notification form
Applying for Sabbatical Meets the University's high expectations Noted on "Application for Sabbatical form 1"
Accelerated salary increments Rated outstanding in at least one performance category with no areas requiring improvement
Copy of "Section 2 - Assessment Against Indicators of PDA" accompanying application
Professional staff salary progression Outstanding overall
Within 3 months of applying Copy of "Section 2 - Assessment Against Indicators of PDA" accompanying application
Fast Track appointments Meets or exceeds the University's high expectations Noted on "Fast Track Nomination" form
Performance allowance Outstanding overall Copy of "Section 2 - Assessment Against Indicators of PDA" appended to "Recommendation for Discretionary Allowance" form
Bonus Payment Either rated as outstanding overall or outstanding performance for completion of particular stretch outcome or task, and no areas requiring improvement Copy of "Section 2 - Assessment Against Indicators of PDA" appended to "Recommendation for Discretionary Allowance" form

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