ࡱ> qspy Ztbjbj 7v{{   zzzzzl2k1m1m1m1m1m1m1$(4619z1zz1$$$:zzk1$k1$$r;/T;00Ѵ/W1102/~7~7;0~7z;0$11 2~7  @: Establishment Form (Est Year 1 & 2) CONFIDENTIAL This form acts as a formal record of discussions held between a Head of Academic unit and a new appointee and is completed by the Head of Academic Unit following successful completion of the probationary period. The (Prob 1) form should be referred to when completing this form. The first meeting should take place within the first two months of the establishment period and regular meetings (minimum of six month intervals) should then be scheduled for the remainder of the establishment period (normally two years). This form should be completed on an on-going basis with the exception of section 6 which will be completed at the end of the establishment period. It is the responsibility of the Head to schedule these meetings of the appointment and to ensure that the form is confidentially stored at local level. Additional notes may be attached to this form, where required. Note: The Head of Academic unit is responsible for identifying and discussing any issues that arise with the appointee during the establishment period at the earliest opportunity. If these are of such a serious nature that they may impact upon the successful completion of the establishment period, the Head of College and Director of Human Resources and Organisational Development are to be advised immediately. This form must be completed for all academic staff members at the level of Lecturer and Senior Lecturer who have taken up permanent appointment from 1st September 2009 and have successfully completed their probationary period. Name of Head of Academic Unit:  Name of Appointee: School/Department/Unit: School/Department/Unit: Date of first establishment meeting with new appointee: Current Grade: Dates of further meetings during establishment period: Date of appointment to current permanent post:Has the appointee successfully completed the probationary period in post:If part-time, please indicate proportion of full-time post:  Note: You will need to refer to the following documentation (as attached) in advance of completing the form:- Probation form (Prob 1) (if the appointee has just completed a probationary period) Contract of employment for new appointee (which will outline any recommendations from the Selection Committee) Particulars of post for new appointee Revised Establishment Policy for newly appointed Lecturers and Senior Lecturers SECTION 1: QuestionAnswer 1. Length of Establishment period as specified on contract of employment:  1. 2. (a) Name of Mentor in the Department (you may suggest the previous mentor from probationary period or identify a new mentor): 2. (b) List and discuss any expectations that the appointee might have from engaging with a mentor:  2. (a) 2. (b) 3. Please advise if the appointee has attended/will attend the ҹ޸þÒs Orientation Programme for New Academic Staff: 3. SECTION 2: Recommendations of the Selection Committee (where applicable) The Head of Academic Unit and appointee are required to discuss and implement the recommendations from the Selection Committee Report as presented in the contract of employment (where recommendations have been made). Please list the recommendations from the Selection Committee Report in full and detail actions required and timeframe to achieve these. Please review outstanding recommendations from the Selection Committee Report which relate to the establishment period 1. 2. 3. Action Required 1. 2. 3. Timeframe 1. 2. 3.  SECTION 3: Job Description/Particulars of the Post The Head of Academic Unit and appointee are required to discuss the requirements of the position at length and both are expected to outline their agreed hopes/expectations in fulfilling the duties and responsibilities specified in the particulars of the post. Please list the Heads hopes/expectations here: 1. 2. 3. Action Required 1. 2. 3. Timeframe 1. 2. 3.  SECTION 4: Achievements The appointee is requested to specify any relevant achievements/activities since his/her appointment in relation to Teaching, Research and Contribution/Administration 1. 2. 3.  SECTION 5: Training Needs/Areas for Improvement The Head of Academic Unit and appointee are asked to please identify any further development and training needs that may not have been identified by the Selection Committee at the time of appointment. List of further training needs identified 1. 2. 3. Purpose of trainin/development 1. 2. 3. Action Required 1. 2. 3. Timeframe 1. 2. 3.  SECTION 6: Comments by Head of Academic Unit in relation to the appointees overall performance  Comments by Appointee  Overall Assessment by Head of Academic unit (To be completed at the end of the Establishment Period only) (Please tick as appropriate and comment in the space provided below) Excellent Satisfactory Unsatisfactory Standard and quality of work: % % % Quantity of work (how does this compare with department norms): % % % (Allowances are made for a lighter teaching load when undergoing establishment) Working Relationships: % % % Please comment in relation to your assessment of the appointee in relation to the above three categories:  The above is an accurate reflection of the Review Discussion Signed Appointee. Signed Head of Academic Unit Date (first meeting) Date (first meeting) .. Signed Appointee. Signed Head of Academic Unit Date (second meeting) Date (second meeting) . Signed Appointee. Signed Head of Academic Unit Date (third meeting) . Date (third meeting) . Signed Appointee. Signed Head of Academic Unit Date (subsequent meeting(s)) . Date (subsequent meeting(s)) . It is the responsibility of the Head of Academic Unit to ensure that this form is confidentially stored at local level. 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