1. Quality Education for a Healthier Scotland Create and Edit Form 5A (Exemption of Appraisal) for Appraisers and Local Admins) (Primary and Secondary Care)

2. Appraisal Form 5A (Exemption) Form 5A is used in lieu of a Form 4 if the appraisee has a legitimate and valid reason for exemption from appraisal in a particular appraisal year. Reasons for exemption include: o Maternity leave o Sabbatical leave o Sick leave o Working abroad The Appraiser should consult with their Local Appraisal Adviser (PC) or Appraisal Lead (SC) before filling out this form. NB: Form 5B is used to log anyone who fails to engage with the appraisal process.

3. To create a Form 5A 1.Login to SOAR (as Appraiser) 2.Create a new interview for the appraisee with a dummy interview date/time. Please use PowerPoint slideshow #2 “How to Create an Appraisal Interview” for reference 3.Create Form 5A 4.Fill out details and submit Form 5A to be reviews and signed off by Local Appraisal Adviser

4. When in Interview details, click on “ Create Form 5A ” button This creates the Form 5A and you will automatically be taken there

5. Select the name of the Local Appraiser Adviser

6. Select the reason for exemption from appraisal Select the date that the appraisee left work Select the date that the appraisee will return to work Add further comments here Once complete click here to forward form to Local Appraisal Adviser

7. Completed Form 5A When Form 5A has been signed off by the Local Appraisal Adviser, auto confirmation email is sent: Appraisee, Appraiser LAA and Local Admin team NB: Currently only Appraisers can create the interview and subsequent Form 5A, plans are in place to extend this function to Admin teams

8. Further support Medical Appraisal Scotland website: – www.appraisal.nes.scot.nhs.uk www.appraisal.nes.scot.nhs.uk – Resources, FAQ and other useful sections Local Administration teams: – Contact details on Medical Appraisal Scotland SOAR Helpdesk – Black “Help” box on right when logged into SOAR; – or SOAR@nes.scot.nhs.ukSOAR@nes.scot.nhs.uk Due to capacity issues we are unable to offer telephone support – You can request a call back via the Helpdesk – but we need detailed descriptions of the issue(s)