POLICY GUIDELINES The annual performance and salary review of Senior Lecturers and Senior Research Fellows on Senior Lecturer salary scales, 2014 This document outlines the procedures for assessing the performance and reviewing the salaries of Senior Lecturers and Senior Research Fellows on the Senior Lecturer scales (Medical, Dental and Non Medical) appointed on or before 1 March 2014 ELIGIBILITY Senior Lecturers and Senior Research Fellows appointed on or before 1 March 2014 are required to participate in the annual performance and salary review. Staff members on the top of the salary scale are required to undertake a performance review even though there can be no salary review associated with it. Staff members on fixed term positions are required to undertake a performance and salary review unless it is unlikely that their employment agreement will extend beyond 1 February 2015. Senior Lecturers and Senior Research Fellows on the range beyond the bar are not part of this process. PROCESS The Manager, Promotions and Remuneration, Human Resources, advises all eligible staff of the annual performance and salary review and provides them with the appropriate documentation. The Manager, Promotions and Remuneration, Human Resources, advises each Department of any Senior Lecturers or Senior Research Fellows who are eligible for the annual performance and annual salary review. Senior Lecturers or Senior Research Fellows appointed on or before 1 March 2014 are required to prepare a statement (not more than one page long) noting their particular contributions to teaching, research (and/or professional practice) and service to the University and the community since their last performance review, promotion or progression. This statement of achievements helps decision-makers determine if staff members are performing satisfactorily. Staff members on a confirmation path appointment are not required to participate in the annual performance review. Heads of Departments will review their most recent confirmation reports to assess if their performance is satisfactory and recommend if a salary progression is appropriate. A copy of the confirmation report could accompany the recommendation. Staff members applying for promotion are not required to provide a list of achievements. It is enough to note on the form that they have applied for promotion. Heads of Departments are not required to make a recommendation about a salary progression. Instead the Divisional Promotion Committees will consider the progression if the promotion application is unsuccessful. Heads of Departments will arrange to meet with staff members to discuss with them their performance. Staff members applying for additional increments on the salary scale as part of the University academic promotion round are not required to provide a list of achievements. It is enough to note on the form that they have applied for promotion. Heads of Departments are not required to make a recommendation about a salary progression. Instead the Divisional Promotion Committee will consider the progression if the promotion application is unsuccessful. ADDITIONAL DOCUMENTATION Heads of Departments may require further supporting evidence such as a University of Otago CV, student evaluations of teaching or other forms of evidence relating to teaching. Pro-Vice-Chancellors may require additional evidential requirements to reflect the particular needs of their Division. Staff should consult their Head of Department about specific requirements in their Department, School or Division. STAFF MEMBERS ON PARENTAL LEAVE Staff members taking parental leave should be reviewed. Heads of Departments should assess the staff member’s performance during the months that they were at work over the review period. The underlying principle is that staff members should not be disadvantaged by taking parental leave. If it is possible, the staff member anticipating parental leave should prepare their statement of achievements prior to their departure. SALARY PROGRESSION Staff members who are assessed as performing at a satisfactory level for their point on the salary scale will progress one step up the Senior Lecturer scale. Please note that staff seeking more than a single step salary increment must apply for promotion under Schedule 1 of the Academic Staff Promotion Policy – applications close 8 May 2014. DECISIONS Pro-Vice-Chancellors (Deans in the Division of Health Sciences) approve salary increases for Senior Lecturers and Senior Research Fellows if they are satisfied that their performance is satisfactory. Decision-makers advise the Manager, Promotions and Remuneration, Human Resources, of the decisions. The Manager, Promotions and Remuneration, Human Resources, will write to staff members advising them of the outcome of the salary review. TIMETABLE 25 March 2014 The Manager, Promotions and Remuneration, Human Resources, advises all eligible staff of the annual performance and salary review and provides them with the appropriate documentation. Human Resources Division mails out to Heads of Departments the Guidelines and lists of Senior Lecturers and Senior Research Fellows eligible for a salary review. 16 May 2014 Heads of Departments submit recommendations to the Pro-Vice-Chancellor (Division of Commerce, Humanities or Sciences) or the Dean (Division of Health Sciences). 13 June 2014 Decisions to Manager, Remuneration and Promotions, Human Resources Division. 14 July 2014 Manager, Remuneration and Promotions, Human Resources Division, writes to Senior Lecturers and Senior Research Fellows advising them of the decision. 1 February 2015 Effective date for any approved progressions.