Skip to main navigation Skip to main content Skip to footer

Overview of the appraisal process in Scotland

Overview of the appraisal process in Scotland


  • Doctors (Appraisees) added to SOAR by local admin teams
  • Appraiser is assigned to appraisees
  • Appraiser and appraisee to agree meeting date/time/location
  • Appraiser logs meeting details onto SOAR
  • Appraisee completes and submits appraisal forms prior to meeting
  • Post-meeting, appraiser drafts summary of discussions into Form 4
  • Appraisee reviews and approves (or make change requests) Form 4
  • Appraisal is concluded when Form 4 is approved

Doctors (Appraisees) who join a health board are added to SOAR by the local administrative teams after their details have been verified by HR.  They are assigned an appraiser designated by the admin team and the Appraisal Lead (though they can request a change if there is a conflict of interest or close socially, e.g. neighbours, previous relationships etc).

It is up to the appraiser and appraisee to liaise and agree meeting date/time/location.  The appraiser logs meeting details onto SOAR; and the appraisee completes and submits appraisal forms for sharing prior to meeting.

Post-meeting, the appraiser drafts the summary of the discussions into Form 4; and the appraisee reviews and approves (or make change requests) – when Form 4 is approved, the appraisal is completed.



This page was last updated on: 06/11/2024