PDP reviews

This module manages staff Performance and Development Plan (PDP) reviews, including creation and distribution.

Filter and search PDP reviews

1. Use the filter options in the top toolbar to set your desired criteria.

   • Select review period: Select from the menu options.

2. Click Search to apply the filters and display the results.

Export a spreadsheet of staff Performance and Development Plan (PDP) reviews

1. Click the Export button.

2. Locate the downloaded file (usually in your "Downloads" folder).

3. Open the file using a spreadsheet application (e.g., Microsoft Excel, Google Sheets).

4. Print if needed.

Send email to staff Performance and Development Plan (PDP) review participants

1. Click Email.

2. Select recipients from menu options.

3. Enter details.

4. Click Send.

Delete Performance and Development Plan (PDP) reviews

You can delete reviews that have been distributed but have not yet been started by staff members.

• This option is only available for reviews in the initial "Start-Cycle" stage.

• Reviews with any completed work by staff members cannot be deleted.

1. Click Delete.

2. Confirm the deletion to permanently remove the review.

Create and distribute Performance and Development Plan (PDP) reviews

This feature allows you to create and distribute reviews to staff members.

Before creating reviews

Ensure all information is accurate and ready for distribution:

• Criteria for each classification are complete.

• Review period is set up correctly.

• All current staff have been entered into the EMS360 system.

• Staff to review are Active -inactive staff will not receive a review.

• The correct classifications have been assigned to staff.

• Reviewer and mentor staff roles are up to date.

Options for creating Performance and Development Plan (PDP) reviews:

• Manually for Selected Staff: Create reviews for individual staff members.

• Manually for Staff by Classification: Create reviews for all staff within a specific classification.

Create a Performance and Development Plan (PDP) review

1. Select Review Period: Choose the desired review period from the dropdown menu.

2. Click Create Reviews.

3. Enter Smart Goals (optional): Define overarching goals for the review period.

4. Select Employee Class: Choose the relevant employee class.

5. Select Review Recipients:

   • Manually: Select individual staff members or select staff by classification.

6. Click Create.

7. Confirm creation of reviews.

8. A message will display the number of reviews created.

9. Click OK to confirm action.

10. The system creates and distributes the reviews to the selected staff members.

11. Repeat this process to create reviews for multiple staff or classifications.

Setup review periods

See Setup review periods.

Manage PDP review search results

The grid displays your filtered results with action columns for managing individual items. Each action column contains icons that allow you to perform specific tasks.

Icon button states in the action columns

Icons change to indicate status.

• Outline icon: Indicates no content has been added.

• Filled icon: Indicates content has been added or the action is complete.

Status indicators of the stage of the review

• Start-Cycle

• Mid-Cycle

• End-Cycle completed

Modify individual staff classifications for Performance and Development Plan (PDP) reviews

Available for reviews in the "Start-Cycle" stage with no work started.

1. Click the Update Classification icon button.

2. Confirm the update.

3. The existing review is deleted, and a new review for the updated classification is created.

Delete a Performance and Development Plan (PDP) review

This option is only available for reviews in the initial "Start Cycle" stage.

Work not started

1. Click Delete icon button.

2. Confirm the permanent deletion.

Work started

1. Click Delete and send email icon button.

2. Confirm the permanent deletion.

3. An email notification will be sent to the staff member.

Push back a Performance and Development Plan (PDP) review

1. Click Push back icon button.

2. This action reverts a completed review to a previous stage, making it editable again.

Assign reviewers and mentors to a Performance and Development Plan (PDP) review

1. Click in the Reviewer or Mentor cell to select it.

2. Click the triangle icon to open the dropdown menu.

3. Choose the desired reviewer or mentor from the dropdown menu.

   • Changes are saved automatically.