My Performance & Wellbeing Conversation

Overview

Your annual appraisal – called ‘My Performance & Wellbeing Conversation’ – is an opportunity to build on discussions you have had throughout the year with your line manager to discuss your wellbeing, how you’re feeling, how your work life balance is, any support you require and to review your performance against the previous year’s objectives.

You will identify and discuss your successes and achievements and set new objectives. Through this review, you will identify any support, training or development you would benefit from in order to deliver your work objectives and achieve your goals.

After your conversation has been completed, you and your line manager will be emailed a copy. Once you receive the email, you may wish to also save a copy in your personal drive.

Please be aware that it is your responsibility, and that of your line manager, to keep a copy of your conversation as this document should be referred to throughout the year to ensure you are working to targets/objectives set.

Copies of your conversations are not kept centrally by HR, however completion dates are recorded on ESR by The Organisation Development Team.

Guidance for Appraisee

PLEASE CLICK HERE FOR APPRAISEE GUIDANCE

*Whilst we do not anticipate any issue with the submission of your part of the conversation, but due to infrequent technical difficulties we suggest that you copy and paste the content of your added information and save this. Therefore, you will not lose all of your hard work before you receive the confirmation email with the full copy of your PWBC conversation enclosed.

Guidance for Managers

PLEASE CLICK HERE FOR LINE MANAGER GUIDANCE

Process for Line Managers

Once your team member has completed their part of the online form, the questions and answers will be emailed to you (please check your spam folder as well)
You can then go to this page and enter the password provided to complete your section. A copy of this will be sent to your team member and also to you by email
Once you have completed your part, the PWBC team will be sent a notification with the name, ESR number, and date of completion so they can record the conversation as complete on ESR
It is your responsibility, and that of your team member, to keep a copy of the conversation as this document should be referred to throughout the year to ensure targets/objectives set are being worked towards.

Copies of conversations are not kept centrally by HR but completion dates are recorded on ESR.

Please use the link below all the questions (at the bottom of the page)

to save your answers when complete.

Your answers will be sent by email to you for your reference, and also to your line manager so they can prepare for the conversation with you.

*Whilst we do not anticipate any issue with the submission of your part of the conversation, but due to infrequent technical difficulties (as we are getting used to this new process of completing PWBC conversations as much as you are) we suggest that you copy and paste the content of your added information and save this (in a draft email or word doc.). Therefore, you will not lose all of your hard work before you receive the confirmation email with the full copy of your PWBC conversation enclosed.

"*" indicates required fields

Performance & Wellbeing Conversation 2024/25

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ABOUT YOU

Your Name*

ESR Number*

This number is on your ID badge and payslip, also known as your payroll number.

SWAST Email Address*

Enter Email Confirm Email

You must use an @swast.nhs.uk or @nhs.net or @arp.nhs.uk here to enable the form to be saved and your answers sent to your manager

WELLBEING

How are you?

This is your opportunity to reflect on how the last year has been for you. Take some time to think about the following questions and try to have as open as possible discussion with your manager when you meet. .

How are you and how has this last year been for you?

How is your work life balance ?

What, if any, additional support do you need?

Are there any concerns you’d like to raise?

Please use the box below to write down any answers or thoughts. However, if you do not feel comfortable recording them, please discuss verbally with your Line Manager at the time of your conversation*

To support your conversation, please complete the following questions regarding 'Your Role' which will be automatically forwarded to your line manager.

If there is anything else you wish to discuss, please feel free to raise it during your conversation.

YOUR ROLE

1. Take a look at your objectives from last year. What were you most proud of achieving? Were there any objectives you were unable to meet or had challenges with, and if so what were the issues you encountered?*

2. How have you demonstrated SWASFT's Trust Behaviours or ARP's (Ambulance Radio Programme) 6 Golden rules over the last year?*

3. What are your future work/development aspirations and is there any other support you need to help you achieve these aspirations?*

4. How has your behaviour impacted your relationships at work i.e. with colleagues, patients, managers?*

5. What areas of your work do you feel most confident in, and what energises you most in your work? Are there any areas where you would benefit from more support?*

Data Protection Agreement*

I agree that my personal data can be stored and used as detailed below, and that I have the right to ask for amendment or deletion of my data.

Your data will not be transferred outside the EU without your consent. Your data is held in the UK. Your data will only be used for the purposes of your performance & wellbeing conversation. Your performance & wellbeing conversation data will be added to your HR records and shared with your line manager. You have the right to ask for the amendment and deletion of your data. (Personal data will be deleted from the website on a regular basis).

Line Manager Details

Line Manager Email Address*

Enter Email Confirm Email

Enter your line manager's name who you have requested to complete your performance and wellbeing conversation.

IMPORTANT NOTE FOR THE APPRAISEE

Thank you for completing your section of the form.
Please make sure you have filled in your line manager's email address so a copy of the form can be sent to them automatically.

Please now scroll down to the bottom of this form to click to save your entries and get your unique link.
The line manager section below will be completed at the time of your conversation.

Line Manager Response

Please leave these blank for your conversation with your line manager – they will then complete these sections with you.

LINE MANAGER SECTION. To be ticked by the line manager for completion during or after the conversation. Tick this box to open the line manager fields if you are the line manager.*

Yes

If you tick this box by mistake, it won't affect your entry.
Just leave the Line Manager sections blank.

Please now scroll down to the bottom of this form to click to save your entries and get your unique link.

OBJECTIVES FOR THE NEXT 12 MONTHS.*

MANDATORY TRAINING*

DRIVING LICENCE CHECK - IN DATE*

YES

NO

DRIVING LICENCE COMMENTS
Use this box to make any notes about the driving license check

OVERALL COMMENTS AND SUPPORT REQUIRED*

DECLARATION

I agree that I have discussed with my Appraise, our Staying Well Service, Freedom to Speak Up and the issue of Dermatitis Care. By checking this box, you are agreeing to the above statement.

Line Manager Declaration – the information in this form is true and complete and has been completed by both line manager and member of staff. By checking this box, you are agreeing to the above statement.*
Yes - I agree with the above statement and declare the above information I have entered is true and complete.

CAPTCHA - do the sum & write the answer

Overview

Guidance for Appraisee

PLEASE CLICK HERE FOR APPRAISEE GUIDANCE

Guidance for Managers