Performance Development Online (PDO) Quick Reference Guide

1. Performance Development Online (PDO)Quick Reference Guide • Browsers, PC and Mac • Academic performance development process • How to logon and off PDO • Key system tabs • Icons and buttons • Six things to note • Key actions and content for Steps 1 – 9 • More information and contact details

2. Browsers, PC and Mac Performance Development Online is supported for use on PCs and Macs. PC users can use either Internet Explorer or Firefox. Mac users must use Firefox. Internet Explorer 8.0 is not officially supported by the software vendor. PC settings need to be adjusted to run in ‘Compatibility View’ otherwise PDO will not function correctly.

3. Academic online performance development process Plan Mid-cycle feedback End of year review Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Supervisor views final plan Unit head adds comments Staff member completes mid-cycle self review Supervisor provides mid-cycle feedback Staff member completes end of year self review Supervisor reviews annual performance Staff member acknowledges review completion Supervisor reviews performance development plan Staff member prepares performance development plan Online process is underpinned by regular informal feedback. To Do To Do To Do • Prepare plan • Arrange • meeting with • supervisor • Submit plan • Review plan • Meet withstaff member • Confirm plan indiscussion withstaff member • Submit plan • Review progressagainst agreedgoals • Providecomments • Arrange meetingwith supervisorto discussprogress • Mandatory stepfor probationarystaff • Submit plan • Meet with staffmember toprovide feedbackon progressagainst agreedgoals • Documentcomments • Mandatory stepfor probationarystaff • Submit plan • Add commentsagainst individualgoals and in thesummary tab • Prepare for reviewdiscussion withsupervisor • Arrange meetingwith supervisor todiscuss andagree the year’sperformance • Submit plan • Add commentsagainst individualgoals and in thesummary tab • Prepare forreviewdiscussion withstaff member • Meet withstaff member • Submit plan • Review planand staff and supervisorcomments • Add comments insummary tab • Submit plan • View unit head’scomments • Submit plan forstaff member’sacknowledgement • Acknowledgeplan • Submit plan • Cycle iscomplete

4. Signing in and out of Performance Development Online (PDO) Log in to PDO Step 1: Log into the my.monash portal using your authcate username and password. Step 2: Click on the Academic Performance Development Online linkin the Online systems section on the portal home page. The PDO Privacy Collection Statement will appear on screen. Step 3: Scroll to the end of the Privacy Collection Statement and click on the Enter Performance Development Online button. Step 4: PDO will open on the Home Dashboard, where you will see you’re ‘My To Do List’ – your action list. Log out of PDO Step 1: Click the Signout button at the top right hand side of the screen. Step 2: You’ll return to the sign out screen, where you’ll receive a system confirmation message that you have been successfully logged out. Click on the button ‘Return to Login Page’ to return to the my.monash portal. Step 3: You are now logged out of PDO.

5. PDO System Tabs

6. Icons and action buttons

7. Six things to note

8. Step 1: Staff member prepares performance development plan Plan Mid-cycle feedback End of year review Step 1 Step 2 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 3 Staff member prepares performance development plan To Do

9. Step 2: Supervisor reviews performance development plan Plan Mid-cycle feedback End of year review Step 1 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 2 Supervisor reviews performance development plan To Do

10. Step 3: Staff member completes mid-cycle self-review Plan Mid-cycle feedback End of year review Step 1 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 2 Step 3 Staff member completes mid-cycle self review Step 3 is mandatoryfor staff onprobation To Do

11. Step 4: Supervisor provides mid-cycle feedback Plan Mid-cycle feedback End of year review Step 1 Step 3 Step 5 Step 6 Step 7 Step 8 Step 9 Step 2 Step 4 Supervisor provides mid-cycle feedback Step 4 is mandatoryfor staff onprobation To Do

12. Step 5: Staff member completes end of year review Plan Mid-cycle feedback End of year review Step 1 Step 3 Step 4 Step 6 Step 7 Step 8 Step 9 Step 2 Step 5 Staff member completes end of year self review To Do

13. Step 6: Supervisor reviews annual performance Plan Mid-cycle feedback End of year review Step 1 Step 3 Step 4 Step 7 Step 8 Step 9 Step 2 Step 5 Step 6 Supervisor reviews annual performance To Do

14. Step 7: Unit head adds comments Plan Mid-cycle feedback End of year review Step 1 Step 3 Step 4 Step 5 Step 6 Step 8 Step 9 Step 2 Step 7 Unit head adds comments To Do

15. Step 8: Supervisor views final plan Plan Mid-cycle feedback End of year review Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 9 Step 8 Supervisor views final plan To Do

16. Step 9: Staff member acknowledges review completion Plan Mid-cycle feedback End of year review Step 1 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 2 Step 9 Staff member acknowledges review completion To Do

17. More information aboutthe performance development process and PDO • Performance development process: • For information about the performance development process and to access a range of guides and tools to assist you to use PDO, visit Performance Development Process: Academic Staff: • http://www.adm.monash.edu.au/human-resources/performance-development/ • Or contact the Human Resources Division on +61 3 9902 0400 • Performance Development Online system: • For information or assistance with PDO contact the HR Enquiries Team: • Phone: +61 3 9902 0400 (hours are 9am-5pm) • Online: ask.monash