Performance Development Discussion (PDD) - Appraisals

Where can I find information about the Performance Development Discussion (PDD) process?

The PDD year runs from 1 August to 31 July annually.  An overview of the PDD process, documentation (Forms A and B) and guidance materials are available at MyWorkspace for your information.

Please ensure to download the templates for Forms A and B as they can be altered from year to year.

Mandatory training which needs to be included in PDD discussions

Appraisees are responsible for undertaking and recording the University’s mandatory training requirements which are a new addition to Form A.

There are currently six core mandatory training courses that all staff are expected to complete.  Further details on how to complete online courses can be accessed through Blackboard (Log-in → Tools → My Grades).  For staff who have completed NHS mandatory training covering these areas, please indicate this on your PDD form stating the name/details of the course and date it was last completed.

If you will be involved in the recruitment of staff, we would also encourage you to undertake the University staff recruitment and selection training.  This is in line with our commitment to our ongoing work towards our Athena Swan action plan.  Courses are run regularly and dates can be found here.

Setting objectives

Appraisees are required to set objectives for the coming year and link these to the University Strategic Plan.  These will be discussed and agreed with your appraiser at your PDD meeting.

Once I have had my PDD meeting, what do I do with the form?

Forms should be completed electronically and submitted to Sharon Simpson, sys2@le.ac.uk for processing.  Please note that for section 8 ‘SUMMARY OF THE DISCUSSION’, both the appraiser and appraisee are required to provide comments but signatures are not needed.  Sharon will obtain Head of Department comments and will return the form to you as the appraisee and copy to the appraiser.  A copy will also be kept on departmental record and training information will be logged on the department’s Training and Development plan.

Do I need a PDD if I am a new starter?

Please note that the department has an obligation to ensure that all staff are appraised on an annual basis and the process starts immediately on commencement of a post.  Appraisers are expected to appraise a new starter within their first 3 months to set objectives for the year ahead.  Probation reports are a separate requirement and should not be used as an alternative to a PDD meeting.

In line with the requirements of the Department, Sharon Simpson will keep a record of all appraisal meetings and at the end of the appraisal year, staff who have not been appraised will be identified and a reason must be provided as to why an appraisal has not taken place.

What are the Departmental deadlines for the PDD meetings and submitting the forms?

The relevant deadlines will be communicated to staff from the Departmental Office.  Please note that Departmental deadlines may vary slightly to those stated on the University web pages.  This is to take into account workload and administrative management of the process.

What are the Department's responsibilities?

  • To ensure that all staff are appraised following the University PDD scheme on an annual basis.
  • To maintain a record of dates for each staff appraisal in line with University requirements.
  • To ensure that staff are aware of where to find information regarding training and development opportunities.

Who is my Departmental contact for this process?

Sharon Simpson, sys2@le.ac.uk, 0116 252 3196

Performance Development Discussion

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