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Academic Performance Reviews

The University expects that all academic staff members will have their performance reviewed regularly and appropriate professional development put in place. Academic staff are reviewed either annually or biennially.

A positive review can result in moving up within a salary scale and is dependent on your position. You can check the progression provisions for your position below.

We use an online portal – Progress – to administer the reviews and appraisals of academic staff. Your Head of Department or supervisor will meet with you to discuss your performance and your plans for the coming year(s).

When you submit your review, you are asked to provide a summary of your achievements in the review period and to upload your CV. For teaching staff, you will also need to upload evidence for the quality of your teaching. The Review Guidelines tell you what you need to submit.

>       Find the Review Guidelines on this page
>       Submit your review using Progress

Note that Academic Promotion is a separate process, where you make a special application for promotion to a higher salary range, which usually comes with a new job title. More information is available here: Academic Promotion - information for staff.

Follow the links below to find the review guidelines for your academic position.

Professors

This information applies to:

  • Professors
  • Research Professors
  • Clinical Professors

Frequency: Biennial, next review in 2019

Guidelines

Timeline

SeptemberHuman Resources Division sends guidelines and documentation to Professors, Heads of Departments, Deans and Pro-Vice-Chancellors.
OctoberHealth Sciences Professors’ documents with comments by Heads of Departments sent to Deans.
NovemberProfessors' documents with comments by Heads of Departments and Deans (for Health Sciences) sent to Pro-Vice-Chancellors for decision.
DecemberPapers with decisions by Pro-Vice-Chancellors sent to the Manager, Promotions and Remuneration, Human Resources Division.
JanuaryVice-Chancellor reviews decisions in discussion with Pro-Vice-Chancellors, as appropriate.
1 FebruaryEffective date for any approved progressions.

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Associate Professors

This information applies to:

  • Associate Professors
  • Research Associate Professors
  • Professorial Research Fellows
  • Clinical Associate Professors

Frequency: Biennial, current review in 2018.  Associate Professors will be emailed in the week commencing 10 September when the review opens.

Guidelines

Guidelines for the 2018 Review of Associate Professors, Research Associate Professors and Clinical Associate Professors

Timeline

Week commencing
10 September

Human Resources Division e-mails out guidelines and documentation to Associate Professors, Heads of Departments, Deans and Pro-Vice-Chancellors.
Heads of Department set own due dates.
19 OctoberAssociate Professors’ documents with comments by Heads of Departments to Deans (Health Sciences only).
16 NovemberAssociate Professors’ documents with comments by Heads of Departments and Deans (for Health Sciences) sent to Pro-Vice-Chancellors for decision.
7 DecemberDecisions by Pro-Vice-Chancellors sent to the Manager, Promotions and Remuneration, Human Resources Division.
January/FebruaryVice-Chancellor reviews decisions in discussion with Pro-Vice-Chancellors, as appropriate.
1 FebruaryEffective date for any approved progressions.

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Senior Lecturers beyond the bar / Senior Research Fellows beyond the bar

This information applies to:

  • Senior Lecturers beyond the bar
  • Senior Research Fellow beyond the bar

Frequency: Biennial, current review in 2018.  Senior Lecturers beyond the bar and Senior Research Fellows beyond the bar will be emailed in the week commencing 10 September when the review opens

Guidelines

Guidelines for the 2018 Review of Senior Lecturers beyond the bar and Senior Research Fellows beyond the bar

Timeline

Week commencing 10 SeptemberHuman Resources Division e-mails out guidelines and documentation to Senior Lecturers and Senior Research Fellows beyond the bar,
Heads of Departments, Deans and Pro-Vice-Chancellors.
Heads of Department set own due dates.
19 OctoberDocuments prepared by Senior Lecturers and Senior Research Fellows beyond the bar, with comments by Heads of Departments, to Deans (Health Sciences only).
16 NovemberDocuments prepared by Senior Lecturers and Senior Research Fellows beyond the bar, with comments by Heads of Departments and Deans (for Health Sciences)
sent to Pro-Vice-Chancellors for decision.
7 DecemberDecisions by Pro-Vice-Chancellors sent to the Manager, Promotions and Remuneration, Human Resources Division.
JanuaryThe Manager, Promotions and Remuneration, Human Resources Division advises Senior Lecturers and Senior Research Fellows beyond the bar of the outcome of the review.
1 FebruaryEffective date for any approved progressions.

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College of Education School / Childhood Education Support Service Academic Staff

Applications for promotion from Support Service Advisers covered by the NZEI agreement will be sought if they are eligible to apply for promotion to go over a bar or move up one step on the salary scale after attestation.

Frequency: Annual

Process

Notification of promotion roundSeptember
Applications to appraiser for attestation19 October 2018
An application using evidence from appraiser is submitted to Human Resources by the closing date.2 November 2018
Applications for movement by attestation are considered by an Assessment Committee and, subject to meeting criteria, will be recommended for promotion of one step.December
Applications to cross a salary (or review bar) will be considered by an Assessment Committee following the agreed professional criteria.December
The Committee, under its chair, will write up its recommendations and send them to the Dean of the College of Education for consideration.December
Applicants will be advised of the decision of the Dean.December
Effective date for new pay rates.1 February

If you are considering applying to cross a bar, you are encouraged to contact Ian Stevens Director, Education Support Services on (03) 479 4907 or email ian.stevens@otago.ac.nz  who can advise you on what is required for this rigorous promotional process.

Documents

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Senior Lecturer / Senior Research Fellow

This information applies to:

  • Senior Lecturers (below the bar)
  • Senior Research Fellows (below the bar)

Frequency: Annual

Guidelines

Timeline

30 April 2019

Review opens. Human Resources e-mails guidelines and the link to Progress, to eligible academic staff, HODs, Heads of School, Deans and PVCs as well as Professional staff with Progress Access.

24 May 2019Academic staff submit their reviews to First Reviewer: HODs / Heads of Schools. This deadline may be earlier if required by HODs / Heads of Schools.
21 June 2019HODs / Heads of School submit to Second Reviewer: Pro-Vice-Chancellors / Deans in Health Sciences for a final decision.
26 July 2019Reviews are completed and signed off. Decisions are available to the HR Manager, Promotions and Remuneration.
9 August 2019Human Resources emails Senior Lecturers, Senior Research Fellows and Teacher Education Fellows the outcome of the review
1 February 2020Effective date for any approved salary progressions.

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Senior Lecturers (COE) and Principal Lecturers (COE) on Teacher Education Fellow salary scales

This information applies to:

  • Senior Lecturers (COE)
  • Principal Lecturers (COE)

Frequency: Annual

Guidelines

Timeline

30 April 2019

Review opens. Human Resources e-mails guidelines and the link to Progress, to eligible academic staff, HODs, Heads of School, Deans and PVCs as well as Professional staff with Progress Access.

24 May 2019Academic staff submit their reviews to First Reviewer: HODs / Heads of Schools. This deadline may be earlier if required by HODs / Heads of Schools.
21 June 2019   HODs / Heads of School submit to Second Reviewer: Pro-Vice-Chancellors/Deans in Health Sciences for a final decision.
26 July 2019Reviews are completed and signed off. Decisions are available to the HR Manager, Promotions & Remuneration.
9 August 2019Human Resources emails Senior Lecturers, Senior Research Fellows and Teacher Education Fellows the outcome of the review.
1 February 2020Effective date for any approved salary progressions.

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Lecturers / Research Fellows

This information applies to:

  • Lecturers
  • Research Fellows

Progression through the designated steps on the Lecturer/Research Fellow salary scale is, subject to satisfactory performance, by annual increment.

Movement above this level is from a successful application for promotion under the Academic Staff Promotions HR Policy.

For staff appointed on or before 1 September in any year, their first annual increment will apply from 1 February of the very next year whilst for those appointed between 2 September and 31 January, their first annual increment will apply from 1 February of the following year. Increments thereafter become annual on 1 February.

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Teacher Education Fellows

Teacher Education Fellows’ salary movement within TEF1 will be by automatic progression, subject to satisfactory performance.

Promotion from the TEF1 salary scale to the TEF2 salary scale is through the academic promotions process.

Teacher Education Fellows’ salary movement within TEF2 will be through participation in an annual performance and salary review (see Senior Lecturers (COE) and Principal Lecturers (COE) on Teacher Education Fellow Salary Scales Annual Performance and Salary Review above).

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Professional Practice Fellows and Teaching Fellows

For information on the procedures for progression please refer to the Guidelines for Teaching Fellows and Professional Practice Fellows.

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Assistant Research Fellows

Progression through the designated steps in the Assistant Research Fellow – Steps 1 to 6 and Steps 7 to 10 - is subject to satisfactory performance, by annual increment.

For staff appointed on or before 1 September in any year, their first annual increment will apply from 1 February of the very next year whilst for those appointed between 2 September and 31 January, their first annual increment will apply from 1 February of the following year. Increments thereafter become annual on 1 February.

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Scientific Officers

Progression through the designated steps on the Lecturer/Research Fellow salary scale is, subject to satisfactory performance, by annual increment.

Scientific Officers are not eligible for promotion.

For staff appointed on or before 1 September in any year, their first annual increment will apply from 1 February of the very next year whilst for those appointed between 2 September and 31 January, their first annual increment will apply from 1 February of the following year. Increments thereafter become annual on 1 February.


Senior Teaching Fellows

Progression through the designated steps on the Lecturer/Research Fellow salary scale through to step 3 of the scale, subject to satisfactory performance, by annual increment.

Movement of one step on the Lecturer/Research Fellow salary scale above step 3 is from a successful application for promotion under the Academic Staff Promotions HR Policy.

For staff appointed on or before 1 September in any year, their first annual increment will apply from 1 February of the very next year whilst for those appointed between 2 September and 31 January, their first annual increment will apply from 1 February of the following year. Increments subject to progression or promotion thereafter become annual on 1 February.


Postdoctoral Fellows

Postdoctoral Fellows are not eligible for progression or promotion.