The appraisal process step-by-step The appraisal process step-by-step

To help you understand the appraisal process, we've outlined each step below.


1. Appraisal notification

Appraisal years run along the same format as the financial year, from 1 April to 31 March. We will send you an email in January confirming the month your appraisal is due for the forthcoming appraisal year, giving you the name and contact details of your appraiser. We will email you again to remind you to book your appraisal two months before your appraisal is due .

Your appraisal will usually take place around the same month every year, although you may find we need to shift your appraisal month forwards or backwards a little to take into account your appraiser's capacity.


2. Arranging your appraisal

It's now up to you to get in touch with your appraiser to arrange a mutually convenient date to meet. Once you've booked a date, please let the appraisal team know so that we can update our records. If we don't hear from you, we'll send you a further reminder a month before your appraisal is due.

If  you are unable to undertake your appraisal due to maternity leave, ill health, sabbatical or any other reason, please contact us - we will be happy to discuss this with you.

Before your appraisal takes place you will need to send your completed appraisal documentation to your appraiser at least two weeks before your appraisal date. This will give your appraiser enough time to prepare for your discussion and request any additional information if necessary.

Your appraiser is very knowledgeable about the entire process so do approach them with any questions you may have, as they will be able to help you.

Your appraisal discussion will usually take around two hours and should be seen as protected time.


3. Post-appraisal

Your appraiser will now write up a summary of your discussion and send it to you for your approval. Once you are happy you will need to sign off your appraisal and your appraiser will then send it through to your local appraisal team.

We will then review your documentation to ensure it meets the nationally-agreed standards. If we have any questions we'll get in touch with your appraiser - don't be worried if this happens, we just need to make sure all the relevant information is in the right place.

Once your documentation has been signed off we will send you an email to confirm we have received your appraisal. You should keep a copy of this email and a copy of your appraisal for your own records.

Finally, we will save your appraisal to our secure network and ask your appraiser to delete any copies he or she may have.