Annual Review Overview Process Flowchart

Annual Review Overview Process Flowchart Annual Review Process Flow chart Next level line manager/ Countersignatory Agrees local process and communicates relevant information Identifies Reviewers Manages any concerns with Reviewer to Reviewee allocation - Action By: Line Manager/ Reviewer Manager OR/AND Reviewee Staff Member HR Team Accesses appropriate reviewer training or online guidance Accesses appropriate reviewee training or online guidance Makes contact with the staff member and passes on relevant information (2 weeks in advance of the meeting) Completes any required premeeting document(s) and sends to the Reviewer (1 week in advance of the meeting) Maintains online guidance, provides relevant training and supports any concerns with the quality of the Annual Review process Prepares for the meeting Prepares for the meeting Meeting held Reviews documentation for sign off Post-meeting document(s) completed in a timely manner Changes made NOT SIGNED OFF Provides relevant advice and direction CONSULT NEXT LEVEL MANAGER (1st contact) SIGNED OFF Completes Counter Signatory process (including collating of themes) and paperwork signed off Reviews documentation for sign off NOT SIGNED OFF Provides relevant advice and direction CONSULT HR (2nd contact) Post-meeting document completed SIGNED OFF Documents sent to next level line manager Supports progress on agreed objectives and development OVER THE NEXT YEAR Works on agreed objectives and development Completion Record Updated