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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.

  1. Find the Guidelines for your review from the list below.
  2. 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.
View more information about Academic Promotion

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, current review in 2019. Professors will be emailed in the week commencing 9 September 2019.

Guidelines

Timeline

Week commencing 9 September Human Resources Division sends guidelines and documentation to Professors, Heads of Departments, Deans and Pro-Vice-Chancellors.
September/October Heads of Departments set their own due dates for submitting review documentation, and arrange interviews with Professors.
18 October Health Sciences Professors’ documents with comments by Heads of Departments sent to Deans.
15 November Professors' documents with comments by Heads of Departments and Deans (for Health Sciences) sent to Pro-Vice-Chancellors for decision.
13 December Papers with decisions by Pro-Vice-Chancellors sent to the Manager, Promotions and Remuneration, Human Resources Division.
January/February 2020 Vice-Chancellor reviews decisions in discussion with Pro-Vice-Chancellors, as appropriate.
1 February 2020 Effective date for any approved progressions.

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Associate Professors

This information applies to:

  • Associate Professors
  • Research Associate Professors
  • Clinical Associate Professors

Frequency: Biennial, next review in 2020. Associate Professors will be emailed in the week commencing 7 September 2020.

Guidelines

Guidelines for the 2020 Review of Associate Professors, Research Associate Professors and Clinical Associate Professors

Timeline

7 September 2020

Human Resources Division e-mails out guidelines and documentation to Associate Professors, Heads of Departments, Deans and Pro-Vice-Chancellors.
September/October Associate Professors submit reviews to Heads of Department. Heads of Department set own due dates.
19 October Heads of Departments submit comments to Deans (Health Sciences only).
9 November Heads of Departments and Deans (for Health Sciences) submit comments to Pro-Vice-Chancellors.
7 December Pro-Vice-Chancellors submit comments to Human Resources Division.
January/February 2021 Vice-Chancellor reviews decisions in discussion with Pro-Vice-Chancellors, as appropriate.
1 February 2021 Effective 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, next review in 2020. Senior Lecturers and Senior Research Fellows beyond the bar will be emailed in the week commencing 7 September 2020.

Guidelines

Guidelines for the 2020 Review of Senior Lecturers beyond the bar and Senior Research Fellows beyond the bar

Timeline

Week commencing 7 September Human 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.

Senior Lecturers and Senior Research Fellows beyond the bar submit reviews to Heads of Department. Heads of Department set own due dates.
19 October Heads of Departments submit comments to Deans (Health Sciences only). 
9 November Heads of Departments and Deans (for Health Sciences) submit comments to Pro-Vice-Chancellors.
7 December Pro-Vice-Chancellors submit comments to Human Resources Division.
January 2021 The Manager, Promotions and Remuneration, Human Resources Division advises Senior Lecturers and Senior Research Fellows beyond the bar of the outcome of the review.
1 February 2021 Effective 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

October 2020 Notification of promotion round.
20 November 2020               Applications to appraisers for attestation.
1 December 2020 Applications including attestation from appraiser are submitted to Human Resources by the closing date.
December Applications for promotion and progression are considered by an Assessment Committee and submitted to the Dean of the College of Education for approval.
December Applicants will be advised of the outcome of their application.
1 February 2021 Effective date for promotions and progressions.

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. No review in 2020. Next review in 2021.

The University made the decision not to run a formal Performance Review for Senior Lecturer below the bar or Senior Research Fellow below the bar due to Covid-19.

Staff in this category who were appointed on or before 1 March 2020 who are not already at the top of the scale are still eligible for a salary progression on 1 February 2021. They will progress unless there is evidence that their performance is not satisfactory. If you require assistance please contact your Divisional HR Support person or email hr.academicreviews@otago.ac.nz.

Guidelines

Preliminary Timeline for next review

April 2021

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.

May 2021 Academic staff submit their reviews to First Reviewer: HODs / Heads of Schools. This deadline may be earlier if required by HODs / Heads of Schools.
June 2021 HODs / Heads of School submit to Second Reviewer: Pro-Vice-Chancellors / Deans in Health Sciences for a final decision.
July 2021 Reviews are completed and signed off. Decisions are available to the HR Manager, Promotions and Remuneration.
August 2021 Human Resources emails Senior Lecturers, Senior Research Fellows and Teacher Education Fellows the outcome of the review.
1 February 2022 Effective 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 2019 Academic 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 2019 Reviews are completed and signed off. Decisions are available to the HR Manager, Promotions & Remuneration.
9 August 2019 Human Resources emails Senior Lecturers, Senior Research Fellows and Teacher Education Fellows the outcome of the review.
1 February 2020 Effective 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.