The CISI is committed to the personal and professional development of its staff and an effective way of doing this is by using a performance appraisal system.
Appraisals are carried out each year during the first quarter of the year and a mid-term appraisal is conducted in August / September to review how the employee is working towards achieving their objectives for the year.
Your appraisal is a formal opportunity for you and your manager to discuss your performance and review your objectives. It also offers you a chance to discuss training for your current role, development for future career aspiration, and wider work issues.
In order to prepare for your appraisal, it may be useful to complete the self-assessment form.
As part of the Quality initiative programme, all employees should have an objective which relates to improving customer service. If any members of your team do not have a customer service objective, please can you add one as part of the interim review. The CISI Objectives for the year can be found on the front page of the intranet.
Guidance
The ‘Appraisals and Objectives form’ on which your objectives and performance reviews are recorded can be accessed via Cascade (HR database).
• If you have regular one to ones with the employee, you do not have to arrange a separate meeting, however you should give them notice of the meeting and that their objectives are going to be discussed, and ask them to bring a copy of their CPD record
• There should be a discussion on the progress they are making towards achieving their objectives.
• If an employee has moved jobs or departments, their new line manager should undertake the review with input from the previous manager
• To adding an interim review, you do not need to create a new record on the ‘Appraisals and Objectives’ screen, please just edit the existing record you created when adding the objectives for that year.
• A new record should be created for each review year
• Please inform your Director/ Assistant Director when you have completed all the interim reviews for your team so that they can login and check them on the Cascade HR Portal.
If you have any questions, please do not hesitate to contact HR@cisi.org.
Additional Resources for Managers
Appraisal Form for Apprentices
Appraisers Preparation Sheet
Request Feedback Form