Human Resources Division
Performance & Development Review (e-PDR)
Contact: [email protected] or x52121
Website: http://www.salford.ac.uk/hr
e-PDR User Guide
Employee Guide 2
Mid-Point Review Stage: Update PDR
This user guide provides instructions for an employee to review their PDR form in advance of the mid-point review
meeting. The PDR form sits with the employee to edit from when it is finalised at objective setting stage to when the
mid-point review meeting takes place (5-6 month period).
(NB. The e-PDR system is designed to be viewed and updated on a laptop or desktop computer so it is recommended
that you use one of these during mid-point review activities)
Section 1: How to Update your PDR form
Log in and Access your Form
1.1 Using the icon on your desktop, log into the e-PDR system with your
username and password.
1.2 Click on the word ‘Home’ (top left of screen) and select ‘Performance’ from the drop down menu. The ‘My Forms’ screen will be displayed. Your PDR form should be listed below (if nothing is displayed
then speak to your line manager to ensure he/she has routed the form).
In the ‘Step’ column, the form is now listed in the ‘Mid-Point Review’
stage of the PDR process. Click on the title of the form to open it.
Update Progress on your SMART Objectives
1.3 In the ‘Objectice’ section add comments, evidence or examples of
progress against a SMART objective, by typing into the text comments
box underneath that objective. Important - put the date next to each comment so you can identify when you typed it. Click on the tabs on the right
side of the page for a reminder of the content of that objective.
1.4 To update the objective details, click on the ‘Pencil’ symbol at the
end of the objective sentence. The ‘Edit Objective’ pop up window will
open. You may wish to update these fields:
• % Complete – Will show as 0%. You may wish to estimate what
% you have achieved so far.
• Status – You may wish to change the status to one of the options
in the drop down menu. This will also change the coloured button
next to the objective on the PDR Form.
• Milestones – If you have met a milestone you can insert the date
you achieved this.
• Performance Actual – If you have achieved the objective and a
numerical target has been set, you may wish to insert the actual
figure you achieved.
• Probability of Success – You may wish to change this from ‘medium’ to ‘low’ or ‘high’, depending on how things are going.
1.5 Click on the ‘Save changes’ button at the bottom of the pop-up window. This will close the window and return you to the PDR form screen.
To close the window without saving, please click on the ‘Cancel’ button.
Please note that any changes you make in the ‘Edit Objective’ window
will overwrite the previous content.
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Realising our potential
Human Resources Division
Performance & Development Review (e-PDR)
Contact: [email protected] or x52121
Website: http://www.salford.ac.uk/hr
e-PDR User Guide
Employee Guide 2
Mid-Point Review Stage: Update PDR
Update Progress on your Development Objectives or Career Aspirations Sections
1.6 In either section click on the ‘Pencil’ symbol next to a development
objective or career aspiration to open the ‘Edit Development Objective’
window. Insert any comments on progress in the text ‘Comments’ box
within this window. To save these, click the ‘Save Changes’ button which
will save the information, close the pop up window and return you to the
PDR Form screen.
NB. Revisit Employee Guide 1 for a description of the fields in this box
Evidence your Competencies
1.7 You manager will have discussed the Salford Competencies with you
at your initial PDR meeting. These now appear on the PDR Form with
the appropriate level selected for your role. There is a description of each
competency underneath each competency heading. To view the behaviour
descriptions, click on the words ‘Show behaviour descriptions’.
1.8 To add comments, evidence or examples of where you have demonstrated a particular competency, type into the free text comments box underneath that competency. As before, put the date next to each comment
so you can identify when you typed it. (NB. the ‘Others Rating’ tab on the
right side of the page is irrelevant until the end of the PDR cycle year).
Add Section Comments
1.9 At the bottom of the form there is a text box called ‘Section Comments’
for you to capture any overall comments you have at this stage of the PDR
process. As before, put the date next to each comment so that you can
identify at a later stage when you typed these.
1.10 Once the details have been completed please click on ‘Save and
Close’ .
Next Stage
The next stage of the process is the Mid-Point Review meeting with your
line manager.
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Realising our potential
Human Resources Division
Performance & Development Review (e-PDR)
Contact: [email protected] or x52121
Website: http://www.salford.ac.uk/hr
e-PDR User Guide
Employee Guide 2
Mid-Point Review Stage: Update PDR
Hints on Saving the Form
• To save the form as you go along, click on the ‘Save entire form’ icon (top right of screen).
• To retain the form in your account for further editing before your mid-point review meeting,
then click on ‘Save and Close’ in the grey bar along the bottom of the screen. This will close
the form and return you to the My Forms screen. You can log back in to your account at any
point to continue reviewing/editing your form. It is recommended that you update the form at
regular points during the PDR cycle to provide examples and evidence of your work.
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Realising our potential