Performance Development Review (PDR)

Welcome to the PDR webpages.  When the PDR season has begun, you will be able to login to your PDR on the new ePDR system, which will be displayed here.

Your PDR is a Performance and Development Review. All colleagues are required to participate in an annual review of their performance and professional and personal development. PDRs complement the more regular reviews and one-to-one conversations that are usually held with line managers.

The benefits of a PDR for the college / professional service include:

  • Improved communications between the college/service and the individual
  • Identification and pursuit of common goals, and alignment of individual career goals to college/service and University strategies
  • Better planning for learning and development for the individual, college / service and University.

Your PDR is an opportunity to:

  • Review the past year, identifying successes and problems
  • Plan for the future, taking into consideration the objectives of the college or professional service
  • Identify learning and development opportunities
  • Have ongoing, continuous conversations
  • Understand how you contribute to the objectives of your college or service.

The benefits of a PDR for the individual include:

  • A forrmal opportunity to review progress and plan for future activity and development
  • An exchange of experience and feedback at both personal and professional levels
  • Clarification of roles and responsibilities
  • Opportunity to suggest improvements and changes
  • A formal record of experience and learning over time.
Staff category

New starters

Academic (Education and research; Education and Scholarship)

Research Fellow job familyProfessional Services 
Timetable

Reviewers are required to go through job description / further particulars with
new starters and agree key objectives of role. 
These are to be recorded on the reviewee's PDR within three months of the start date.

  • April-June: Planning and completion of ePDR
  • July-August: PDR meetings conducted
  • August-September: PDR forms completed and can be reviewed by Pro Vice-Chancellor or Director of College Operations
  • Between September and the following April: a mid-term review is held to revisit the PDR plans
  • April-June: Planning and completion of ePDR
  • June-July: PDR meetings conducted
  • July-August: PDR completed and can be reviewed by Pro Vice-Chancellor or Director of College Operations
  • April-June: Planning and completion of ePDR
  • June-July: PDR meetings conducted
  • July-August: PDR completed and can be reviewed by Pro Vice-Chancellor or Director of College Operations

Training exists for both reviewers and reviewees.  All colleagues conducting a PDR with a reviewee must ensure that they have undertaken relevant PDR reviewer training for either professional services or academic staff within the last five years.

Depending upon the staff you are reviewing, you will need to undertake different training.

Staff category

Academic

Research Fellow job family onlyProfessional Services Reviewee
Training

PDR and Mentoring Skills for Academic Leads

 PDR training for Reviewers (Research Fellows)

 PDR training for Reviewers (Professional Services)

PDR training for Reviewees
Guidance    

Workbook for Professional Services

Workbook for reviewees
Resources PDR reviewer training for academic leads PDR reviewer training for Research job family Performance review articles

Introducing performance reviews

Preparing for my personal review meeting

Making feedback work for you

The ePDR project is a live project and is still in development.  Currently, the status of this project is running on time, and is currently in user acceptance testing.

Please note that, following feedback from our pilot last year, we are launching a new upgraded version of the ePDR system, so may initially be subject to some bugs - if you have any difficulties with the system, please contact your ePDR administrator in the first instance.

There are many benefits to the ePDR system:

  • We will no longer rely on paper-based systems
  • There will be increased clarity of role and focus of what is expected of you
  • There will be the ability to have regular interaction and feedback
  • Matrix management will be supported, allowing input from a number of colleagues
  • There will be a clear link to college and service, and University-level strategies
  • Each college and service will be able to customise certain areas of the forms
  • Data will be held securely, and will be supported by a privacy statement
  • One-to-one conversations will be supported
  • Past PDRs will be kept on the system for future reference and to inform future conversations

You may wish to view our video about the system, to familiarise yourself before you start using the system.  The running time is approximately seven-and-a-half minutes.  Please note that this video demonstrates the previous version of the system, and an updated video will follow soon.

 

 

 

 

The following user guide is also available:

 

Definition of terms used by the system:

 

Reviewee - the person whose review it is
Reviewer - the person undertaking the review.  This will usually be a line manager for professional services and research-only staff, or the academic lead for E&R and E&S colleagues, or the Academic Manager for UEMS academics.
Additional reviewer - an additional person invited by yourself or your reviewer to also input into the review form.  This could be used in a matrix environment or for a supervisor to contribute.  
Commenter - person invited to comment on the entire form, once it has been finalised.  This could be used in a matrix environment or for a senior manager such as a Head of Discipline and/or Pro Vice-Chancellor.

If you have any queries about the system, please contact your local ePDR administrator or the ePDR technical team.

Privacy and security:

The online ePDR is a secure cloud-based system.  The University has clear security policies which ensure that data is held appropriately and securely.  The data on the system is hosted via a trusted external supplier, which has been put through a rigorous tendering and contracting process, including the requirement to provide robust security of data.  The supplier provides a similar service to many UK universities and other public bodies, as well as universities across the world.

 

Confidentiality - who can see my review?

Access by:Purpose:

Reviewee

Owner of the form

Reviewer

for academics this is the Academic Lead;

for UEMS academics this is the Academic Manager;

for professional services this is the line manager

Participant in the review

Additional reviewer

if invited by reviewee or reviewer
Participant in the review 

Commenter

if invited by reviewee or reviewer
Comment on the finalised form

Senior Managers (academics only, not applicable for professional services)

  • PVC
  • Head of Discipline (n/a for UEMS)
To collate common themes arising from across the area; to confirm that everyone in their area has had a chance to have a conversation. To ensure that goals fit into overall strategic plan, and build up a picture of development needs for the division as a whole.

Local ePDR Administrators

see the list on the webpage
to provide support to all users within their units upon request

Project Team ePDR Administrators:

  • Lizzy Sones, Senior HR Advisor
  • Andy Wasniowski, HR IT Systems Manager
  • Bats Batten, HR Analyst
to support the implementation and running of the system 

The following office holders will have access to specific data only via the system’s reporting function:

Access by:Data accessible and purpose:

People Development

Training and Development data - to inform their planning and provision
SMT/CEG Training and development data – for approval of individual requests

What happens if I have more than one reviewer?
You can add an additional reviewer to your form by clicking on the add button in the Reviewers section of your PDR form. Both of your reviewers will be able to view and comment on your form once you share it. There is only one box available for reviewers to comment in - if you are invited as an additional reviewer please include your initials next to your comments for clarity.

What is a commenter?
You can invite an additional person to comment on your form once it has been finalised if you wish.

How does the system handle matrix management?
The system offers several solutions to matrix management. You may add an additional reviewer (see above);you may add a commenter (see above); or if you do not wish your matrix manager to view your entire PDR form you may prefer to email them for feedback and then upload this to your ePDR form as an attachment.

Who sets the date for the review meeting?
Within the online PDR system, both the reviewer and reviewee are able to schedule the meeting, once agreed a new button “Add to Calendar” will appear in the meeting section and a meeting invite will appear in your Outlook calendar. The timing and location of the meeting can be agreed “offline” if you prefer, in which case you will need to click the “skip” button.

How will people who hold more than one role at the University be managed on the system?
The simplest method is to complete the form for both roles and to add your other manager as an additional reviewer. Both reviewers are then able to comment on your form. If you wish to separate your roles, you may request an “additional role” form from epdr@ex.ac.uk. You can then complete one form for each role.

Can a reviewer and reviewee access a PDR form at the same time?
Yes, both parties will be able to access and edit the form.  The other person will not be able to view the updated content until this is shared with them.

What happens this time next year? Does the system automatically prompt me to start a new review form?
ePDR will automatically make a new review form available to you each year but will not remind you to start it, this will remain the responsibility of your reviewer. The ‘Progress on Objectives’ part of the form will automatically be populated with the objectives you agreed last time – you can then amend or add to them as required.

How will I know if I have an action?
You will receive a daily email outlining the actions you need to carry out in the relevant online PDR form. You will also be able to see the actions within the online PDR form system in the Actions page.

Who do i contact if I am unable to login to my ePDR?
If you are unable to login to the ePDR, you should contact the ePDR technical support team in the first instance.