Getting Started: Details & Settings

This area allows you to review organisation details such as Name, Address, Authority Grade and Logo. It also provides several options to turn on additional feature settings for your organisation.

1. Select your Admin tab from the top menu
2. Select Details & Settings from the left-hand navigation menu

Details

If you want to update any details, simply select Edit Details. Here you can review and update;

1. Description: This is commonly used to describe or introduce your organisation in more detail.
2. Address and Details: Postal address, contact information, organisation phase and type.
3. Organisation Logo: Simply upload your organisation's logo. 

Don't forget to press Save if you have made any amendments. 

Settings

Select Manage Settings
The tabs allow you to customise your settings:

Academic Year
By default, your academic year and filters around the application are set from September to August. However, if your cycle runs from October or January for example, adjusting the start month of your Academic Year allows you to change the filters and defaults across the application. This will also then reflect your performance cycles.

CPD
This tab allows you to change settings affecting the approval requirements and the immediate and long term evaluations of CPD. Use the radio buttons to select the options that meet your requirements before clicking Save Settings at the bottom of the page. 

Meetings
Review Meetings are used to record meetings such as End of Year Reviews. Under this tab you can toggle the visibility of paygrades on meetings. This visibility is limited to your Primary User i.e. Headteacher and those given explicit permission who may manage performance management or HR.                               
Next you can create custom Review Meeting Types. In addition to the defaults; Meeting, Mid-Year Review, End of Year Review and Unspecified, you are able to create your own statement 'Types' for any purpose such as recording meetings around Well-Being, Termly Reviews or Coaching Meetings. Simply select Add another Review Meeting Type, enter the name/label and when you're ready press Save all settings.

Payspines                                                                                                                               

The primary feature here is the ability to add any additional or bespoke pay scales for your organisation. BlueSky provides a vast list of default scales on ranges such as M, L, U and TLR but if you have additional or perhaps half-point scales you can add them here. Add in your custom pay spines comma-separated (e.g. A1, B2, C3)

Areas of Expertise
If your organisation has expertise or staff who have expertise in particular fields and areas of Education, here is where you can assign these labels from a vast collection. This information is then searchable and visible to other organisations in the People Development community. Designed to help connect and share best practice across organisations, whether they are in your area or across the world.

Reminders
Each individual's Professional Objective, used predominantly for Appraisal, has a ‘Date agreed objective will be met’ this simple check box enables automatic reminders to be sent to staff 3 weeks and then 1 week before the completion date.
If the objective has been marked as Complete prematurely then reminders will not be sent.

Grade Scale
Similarly to pay scales you are able to apply a Grade to staff members, this grade is representative of your Inspection or Authority grade. Here you can choose the Grade Scale that applies to your organisation.

Tab Visibility

Although not recommended in general practice* for some organisations or particular groups of users, not all of of the available features are required. Here you are able to ‘hide’ or ‘show’ certain modules from staff.