University of Bath

Preparing and completing an SDPR: reviewers and reviewees

An overview of the University's Staff Development Performance Review (SDPR) purpose and process, as well as guidance on which forms to use.

SDPR: purpose, frequency and key steps

The Staff Development and Performance Review (SDPR) is an opportunity for staff to:

  • receive feedback on their performance
  • discuss and set objectives for the coming year
  • explore and support their learning needs and career aspirations

When and how often to hold an SDPR

All core (not casual) staff who have completed probation are required to undertake a SDPR annually, and Heads of Department are responsible for making sure this happens through their usual management structure.

Staff normally have their first SDPR around 6 months after completing probation, allowing them to reflect on objectives and development goals set in the end of probation review, but this interval may vary to fit the business cycle of the department.

Key steps for arranging and completing an SDPR

When arranging and completing an SDPR there are 6 keys steps you should follow:

  1. identify which job family your department is in and whether your department is using the Effective Behaviours Framework (EBF)
  2. identify and review the relevant SDPR forms for the reviewee's grade/job family, and complete in advance where necessary
  3. complete your relevant training
  4. conduct your SDPR meeting
  5. complete the SDPR forms to reflect your discussions
  6. upload the completed and signed forms to Manager Self Service

Using the correct SDPR forms

The forms you need to use for your SDPR will vary depending on your grade, job family and whether your Department is using the Effective Behaviours Framework (EBF).

Reviewee's grade/job family SDPR form
Staff in roles at grades 1 and 2 in all job families SDPR grades 1 and 2 self-review form, SDPR grades 1 and 2 SDPR form and SDPR grades 1 and 2 manager review form
Staff in grade 3 and above in job families not yet using the EBF framework (e.g. Operational, Facilities Support (OFS), and Technical and Experimental (T&E)) SDPR form
Staff in the Management, Specialist and Administration (MSA) job family SDPR+ form
Staff in grade 3 and above in the Education and Research job family SDPR E&R form

All forms and guidance can be downloaded from the following SDPR forms and guidance pages:

Completing the relevant training

If you are conducting an SDPR for the first time, you must complete the reviewer training beforehand.

If you are being reviewed for the first time you are encouraged to complete the reviewee training beforehand.

Training dates are detailed on the relevant course webpage:

You can also self-enrol and complete the online course on Moodle called Staff Development and Performance Review (SDPR) at any time.

Uploading or viewing a completed SDPR form via MSS or ESS

Uploading an SDPR form

As a Manager you can record and upload SDPR forms for the people you directly line manage onto iTrent through Manager Self Service (MSS).

In academic departments the SDPR forms are usually logged by: - department coordinators for Lecturers, Senior Lecturers, Readers and Professors - line managers for research staff and teaching fellows

Viewing previously uploaded SDPR forms

Once your SDPR form has been uploaded to MSS you can view your own forms through Employee Self Service (ESS).

If you are a Manager and wish to see the SDPR forms for those people you line manage, you can view them via Manager Self Service (MSS).

Download instructions for uploading or viewing SDPR forms

Find out how to upload or view SDPR forms by downloading the instructions