Guidance for Clinical Academics

Guidance for Clinical Academics

For those who are Clinical Academics with an honorary role with the NHS, you will need to be marked accordingly on SOAR so that you can complete the required Academic Medicine form.  If you do not see this form on your Form 3 (Domain 1 Academic Medicine), please contact your local Administration Team for assistance.

Joint Appraisals

The appraisal may be undertaken jointly between a university appraiser and an NHS appraiser (unless there has been agreement between the academic institution and the Chief Executive of the NHS Board where an appraisee may have a single appraiser who acts on behalf of both).

It would be expected that the emphasis of documentation may be slightly different for an academic appointment (e.g. it would be expected that Domain 4, Maintaining Trust, would have a greater emphasis on the research role).

Joint Appraisals on SOAR

On SOAR, there is a function which marks individual users as "a Clinical Academic with an honorary role with the NHS". This is actioned by local Administration teams within the health boards.

Once marked, the appraisee will have an additional "Academic Medicine" form to complete in their appraisal forms.

The local Admin teams can also assign the University Appraiser (referred to as the "Co-Appraiser") to the appraisee on SOAR. When this is done, an appraisal can then be created (by the main NHS appraiser) to include the co-appraiser so that the appraisal forms/documents are shared when submitted by the appraisee.

If the appraisal meeting was created BEFORE the co-appraiser was assigned, please contact the SOAR helpdesk for assistance in recreating the appraisal to include the co-appraiser.

More information on the joint appraisal process on SOAR is available as a PowerPoint slideshow below, along with other references written specifically for Joint Academic Appraisals.  For general appraisee guidance on SOAR please visit Appraisee section.

Please also check FAQs for further support.

Related Documents

This page was last updated on: 26/03/2026