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Job Planning & Appraisals
Clinical service design meets medical rota execution
Plan services the way clinicians work. Agree job plans, monitor performance and run appraisals, with validated plans handed straight to Medics Rostering.
Job planning
Job plans that match the service
Build medical and AHP job plans session by session, including PAs, activity and commitments. Model service demand from historical activity, referral patterns and pathway timings, so job plans reflect how care is actually delivered.
- PA breakdown across direct clinical care, SPAs and additional responsibilities
- Weekly session timetables for clinics, theatre, MDTs and ward rounds
- LTFT and full-time calculations
- Objectives tracked as on track or at risk
- Validated plans become rota patterns with no manual re-entry
10.5 PAs · Signed off
On trackWeekly sessions
Mon
Cath LabTue
Cardiology ClinicWed
MDT meetingsThu
Inpatient RoundFri
Heart Failure ClinicAppraisals & revalidation
Never miss an appraisal
Assign appraisers, set due dates and follow every appraisal from allocation to sign-off. Overdue appraisals and repeat deferrals are flagged early, so responsible officers have everything they need for revalidation.
- Bulk appraiser allocation by team or department
- Status tracking from assigned to signed off
- Overdue and repeat deferral flags
- Every change recorded with its reason in the audit log
Dr Ali Johnson
Appraiser: Dr A. Kelly
Dr Ava Perez
Appraiser: Dr A. Martin
Dr Adam Kelly
Appraiser: Dr A. Wilson
Features
Manage medical teams, plans and performance
Service-level demand modelling
Clinic, session and ward-level forecasts built from historical activity, referrals and pathway timings.
What-if simulation
Test service changes against workforce availability and cost implications before you agree them.
Team job planning
See every job plan in a department side by side against service demand.
LTFT job plans
Pro-rata PAs and commitments calculated automatically for less than full-time clinicians.
Objectives
Set and review personal and service objectives, with progress tracked through the year.
Digital sign-off
Clinicians, clinical leads and signatories review and sign off online.
Handover to rostering
Agreed job plans flow straight into Medics Rostering as executable rota patterns.
Drift alerts
Alerts when live rotas drift away from agreed job plans and the service plan.
Appraiser allocation
Allocate and change appraisers and teams in bulk, with reasons recorded.
Due date tracking
Appraisal due dates, deferrals and overdue items tracked automatically.
Revalidation ready
Appraisal history and evidence kept together for responsible officers.
Board-ready reporting
Planned vs actual service delivery, staffing efficiency, cancellation KPIs and appraisal completion.
Benefits
What Job Planning & Appraisals delivers
Better visibility across medical workforce planning and governance.
Fewer cancelled clinics
Job plans built from service demand keep capacity where patients need it.
Better patient throughput
Aligning pathways, capacity and staffing means more activity delivered from the same workforce.
No duplicate data entry
Agreed plans move directly into rostering, saving time and avoiding errors.
Stronger governance
Full audit trails for job plans and appraisals, with clear sign-off accountability.
Appraisals on time
Early flags for overdue appraisals and deferrals support smooth revalidation.
Evidence for decisions
Scenario modelling and reporting give leaders the evidence to justify service changes.