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