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Create and Edit Form 5A (Exemption of Appraisal)

Create and Edit Form 5A (Exemption of Appraisal). for Appraisers and Local Admins ) (Primary and Secondary Care). Appraisal Form 5A (Exemption).

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Create and Edit Form 5A (Exemption of Appraisal)

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  1. Create and Edit Form 5A(Exemption of Appraisal) for Appraisers and Local Admins) (Primary and Secondary Care)

  2. Appraisal Form 5A (Exemption) • Form 5A is used in lieu of a Form 4 if the appraisee has a legitimate and valid reason for exemption from appraisal in a particular appraisal year. • Reasons for exemption include: • Maternity leave • Sabbatical leave • Sick leave • Working abroad • The Appraiser should consult with their Local Appraisal Adviser (PC) or Appraisal Lead (SC) before filling out this form. • NB: Form 5B is used to log anyone who fails to engage with the appraisal process.

  3. To create a Form 5A • Login to SOAR (as Appraiser) • Create a new interview for the appraisee with a dummy interview date/time.Please use PowerPoint slideshow #2 “How to Create an Appraisal Interview” for reference • Create Form 5A • Fill out details and submit Form 5A to be reviews and signed off by Local Appraisal Adviser

  4. When in Interview details, click on “Create Form 5A” button • This creates the Form 5A and you will automatically be taken there

  5. Select the name of the Local Appraiser Adviser

  6. Select the reason for exemption from appraisal • Select the date that the appraisee left work • Select the date that the appraisee will return to work • Add further comments here • Once complete click here to forward form to Local Appraisal Adviser

  7. Completed Form 5A • When Form 5A has been signed off by the Local Appraisal Adviser, auto confirmation email is sent: • Appraisee, Appraiser • LAA and Local Admin team • NB: Currently only Appraisers can create the interview and subsequent Form 5A, plans are in place to extend this function to Admin teams

  8. Further support • Medical Appraisal Scotland website: • www.appraisal.nes.scot.nhs.uk • Resources, FAQ and other useful sections • Local Administration teams: • Contact details on Medical Appraisal Scotland • SOAR Helpdesk • Black “Help” box on right when logged into SOAR; • or SOAR@nes.scot.nhs.uk • Due to capacity issues we are unable to offer telephone support • You can request a call back via the Helpdesk – but we need detailed descriptions of the issue(s)

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