The Appraisal Monitoring System is a web-based report allowing administrators to monitor staff review dates for their departments on the current date. The information is updated automatically overnight from Resource Link and on every last Wednesday of each month, departmental administrators and Head of Departments will receive reminder email with an embedded link to the report. This document is an introduction for administrators who are authorised to use this system. The document focuses on:
Step 1: Administrator(DA) / Head of Department(HOD) / Head of Department Carbon-Copy(HODcc) / Department Contact (DC) log in to the system using UCL ID and Intranet password (Image 1).
Step 2: If the user is setup on UCL Roles database as any of the following DA, HOD, HODcc, DEAN, DIR, VP or DC, they will be able to view data (see Image 2 below) for their departments. Note that the above roles at a parent level can view data for its sub-units too. For example, department administrator for the Faculty of Arts can view data for department of Dutch, German, French, and other sub departments under the faculty.
Understanding the report format.
At the top of the report (Image 2), adminintrator's role and name will be displayed (see letter A on image 2).
Next is the Report Date and time(See letter B on image 2) of data download from Resource Link.
HR Consultancy contact is dispalyed next (see letter C on image 2).
Data displayed can be arranged in ascending order by clicking on columns titled family name, first name, employee number, start date and probation end date (see letter D on image 2).
Column titled status is an indication of whether a staff review is overdue, due or not due. The table below is a detailed overview of how status is determined.
Downloading Report data from Screen
Data can be downloaded by clicking 'Export as Spreadsheet' button (Image 3)at the end of the report. Colour-coded rows will be retained in the document if visible on screen.
A dialogue box will appear with Open, Save and Cancel options(Image 4). Click Open (1) option on the dialogue box to load report data in an Excel Spreadsheet or click Save (2) option to save data locally on the hard disk for later reference.
Please note that some browsers may have a higher security level thus disabling downloads from a site. Guidance on how to enable downloads on Internet Explorer can be viewed at www.ucl.ac.uk/hr/services/IE_options.php.
1. For queries related to review dates, please contact Luke Slingsby (email@example.com), Tel: 0207 679 1710.
2. Staff Review and Development Scheme is available at http://www.ucl.ac.uk/hr/docs/staff_review_development.php.
3. For technical problems such as UCL login not accepted as authorised role, data download or browser problems, please send an email to firstname.lastname@example.org.