A lot of PDP queries stem from a misunderstanding of how PDP works on SOAR. Below is an example/description of how it works.
Example: Interview is created for 2015/2016.
When drafting Form 3, the PDP section (Year Ahead) allows the Appraisee to propose what learning items they wish to do for the year ahead. This will populate their Form 4C (PDP section) once the appraisal forms are submitted.
After the appraisal meeting, there may be changes made to the proposed learning items following discussions with the appraiser. Either the Appraiser can change directly on Form 4 (easiest), or the Appraisee can amend their draft Form 3 PDP and then resubmit the appraisal forms (which will refresh Form 4).
When Form 4 (for 2015/2016) has been signed off, the agreed / documented learnings from section 4C will act as the Appraisee's PDP for the year ahead. This is transferred accordingly to Form 3 PDP (PDP Review) section, and is listed as 2015/2016 to show what was agreed at that interview. The Appraisee won't be able to change the text as this is taken from Form 4, but they can add comments and mark if any of the items had been achieved.
The idea is the Appraisee can access and update the agreed PDP throughout the year.
Next appraisal in 2016/2017:
When the time comes for the next appraisal (2016/2017), again the Appraisee would propose new learning items for the year ahead, and also carry forward any items from that year that have not been marked as achieved (e.g. 2-year course). When the appraisal forms are submitted, the new proposed learnings and PDP from last year will get populated across to Form 4C. When Form 4 has been signed off, the added new learning needs, along with any "unachieved" items from the last PDP, will populate the Form 3 PDP section (PDP Review) to be referenced as PDP for the year ahead.
This page was last updated on: 24/08/2015
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