General FAQs

• I need to change my Appraisal Due Date

  Your appraisal month is the same month each year and you should complete your appraisal within your assigned appraisal month each year to maintain appraisal compliance. If you were to complete your appraisal before or after your appraisal month, it would be counted as early or late respectively. This is possible to change on the site, but the SARD Support Team will not be able to assist in this matter unfortunately. This will need to be managed by the administrators for your organisation (/en/Popular

• SARD Appraisal & Portfolio update - 30th September 2024

  Appraisals and Portfolios The team have been hard at work to improve the navigation of both Appraisals and Job Plans. The aim of this is to simplify navigation and ensure all important information is readily accessible on the forms as users work their way through the process. These changes will reduce the length of time it takes to complete the form and reduce queries about how to complete the forms. Please note that depending on the way your organisation uses the system it may look slightly dFew readers

• I need to Submit my Appraisal

  If the below steps have been addressed, this will allow you to submit your appraisal to your appraiser; the green button on the left hand side of your Appraisal page will allow you to do so.Few readers

• How do I upload multiple files to my eDocuments folder?

  If you wish to upload several files at one time to your eDocuments folder on SARD, the best way to do so is by attaching them in an email and sending it to send@edocs.sardjv.co.uk. The attached files will be uploaded to your eDocuments folder and you can assign files to your portfolio sections from there. This is handy if you wish to uploadFew readers

• How to save items in the Appraisal & Portfolio sections

  To save items in the Portfolio sections, you can add text in the evidence text box provided or choose to attach a file, or add both; the final step in the process is to click on the green Create Evidence button which will save the evidence block to the section as needed. This serves as the option to Save, and once clicked, the entry will be saved to the database. You can then woFew readers

• I need my Appraisal to be Completed

  The final four sections of the appraisal are to be completed after submission to your appraiser; these will each need to be filled in and marked as Complete, and this will automatically CompletFew readers

• I've submitted my appraisal, but need to make changes

  You can still edit or update an appraisal that has been submitted to your appraiser while this is in Submitted state; you can check the status to the top right of the Appraisal page. The editing process would be managed in exactly the same manner as when your appraisal was in Draft. It will only be locked off from further editing once it has been signed off in all sections, submitted to your RO and marked as Complete to the top right.Few readers

• How do I view previous MAG Forms?

  MAG forms must be downloaded and opened within a PDF viewer such as Adobe. This is because they are an interactive PDF which cannot be viewed in the browser like other standard PDFs. If you read the rest of the please wait message it should provide a link that the you can follow to ensure your PDF viewer is up to date. If you are still having issues please openFew readers

Appraiser Feedback

• I can't find the Appraiser Feedback Questionnaire

  If you've received an email requesting for you to complete this questionnaire, a link to this will be within the text of that email. If this method doesn't work for you, or you cannot locate the link, there would be an alternate method to find the questionnaire. Once logged in to the site, you should go to the Notifications section of your Dashboard. The notification relating to Appraiser Feedback would act as a link to the questionnaire itself; if you click this, you will be taken directlyFew readers

Appraiser Allocation

• How do I set/change my Appraiser?

  If you go to Section 3 of your Appraisal, Personal Details, this will allow you to view your current set appraiser on the site. Instructions will show on that page regarding the allocation. If Appraisers are Centrally Managed at your orgPopular

• I need to add an Additional/Academic Appraiser

  This would be added in Section 3 of your Appraisal, Personal Details - the option to add a second appraiser will show in the final line of this section, with a tickbox to confirm whether they would be needed. Once this has been selected, you can enter the name and email address of your second appraiser. They will be emailed to notify them that they are set as the Additional/Academic Appraiser on your appraisal. A second email will be sent to them once the appraisal has been submitted, and tFew readers

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