Academic performance review guidelines

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, depending on your position. You can check the progression provisions for your position below.

We use an online portal – Progress – to record 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.

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 2023.

Guidelines

• View the Guidelines for the assessment of the performance of Professors, Clinical  Professors and Research  Professors (PDF)

Timeline

Associate Professors

This information applies to:

• Associate Professors
• Research Associate Professors
• Clinical Associate Professors

Frequency: Biennial, next review in 2024

Guidelines

• Guidelines for the 2024 Review of Associate Professors, Research Associate Professors and Clinical Associate Professors (PDF)

Timeline

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

This information applies to:

• Senior Lecturers beyond the bar
• Senior Research Fellows beyond the bar

Frequency: Biennial, next review in 2024

Guidelines

• Guidelines for the 2024 Review of Senior Lecturers beyond the bar and Senior Research Fellows beyond the bar (PDF)

Timeline

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

If you are considering applying to cross a bar, you are encouraged to contact the Director, Education Support Services on +64 3 479 4907 or email h.mcdonald@otago.ac.nz, who can advise you on what is required for this rigorous promotional process.

Documents

• Download the Policy for Promotions & Salary Progressions (College of Education School/Early Childhood Education Support Service Staff only)
• Download the Criteria for Appointment and Promotion booklet
• Download the application form for promotion across a salary bar(to Advisor steps 10 or Senior Advisor steps 1 or 2)
• Download the application form for progression(to advisor steps 2 to 9, 11 and 12 by attestation)

Senior Lecturer / Senior Research Fellow

This information applies to:

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

Frequency: Annual.

Guidelines

• View the Senior Lecturers, Senior Research Fellows and Teacher Education Fellow guidelines (PDF)

Timeline

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

This information applies to:

• College of Education Lecturers and Senior Lecturers on the Teacher Education Fellow salary scales.

Frequency: Annual

Guidelines

For Teacher Education Fellows on TEF Range 1

• View the Annual Performance and Salary Review guidelines (PDF)

For Teacher Education Fellows on TEF Range 2

• View the Senior Lecturers, Senior Research Fellows and Teacher Education Fellow guidelines (PDF)

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.

• View the Annual Performance Appraisal process, guidelines and timetable

Professional Practice Fellows and Senior Professional Practice Fellows

For staff appointed on or before 1 September 2022, their first annual increment will apply from 1 February 2023 whilst for those appointed between 2 September 2022 and 31 January 2023, their first annual increment will apply from 1 February 2024. Increments thereafter become annual on 1 February.

• View the Annual Performance Appraisal process, guidelines and timetable

Assistant Research Fellows

Progression through the designated steps in the Assistant Research Fellow band below the bar (Steps 1 to 6) is subject to satisfactory performance, by annual increment.

To move to the range above the bar, Assistant Research Fellows must apply for academic promotion.

Progression through the designated steps in the Assistant Research Fellow band above the bar (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.

• View the Annual Performance Appraisal process, guidelines and timetable

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.

• View the Annual Performance Appraisal process, guidelines and timetable

Teaching Fellows and Senior Teaching Fellows

For staff appointed on or before 1 September 2022, their first annual increment will apply from 1 February 2023, whilst for those appointed between 2 September 2022 and 31 January 2023, their first annual increment will apply from 1 February 2024. Increments subject to progression or promotion thereafter become annual on 1 February.

• View the Annual Performance Appraisal process, guidelines and timetable

Postdoctoral Fellows

Postdoctoral Fellows are not eligible for progression.

• View the Annual Performance Appraisal process, guidelines and timetable