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How to Distribute HR & Performance Management in Vision

Note: All pages below are subject to having the relevant Roles and Permissions.

This option is for use with Vision only, not within the School MIS.

Use this guide to distribute HR & Performance Management information to Schools within a MAT. The process for the distribution of the 4 items is the same. The screenshots below are for illustration only and may differ from your Vision.

Pre-requisites: the 4 items listed below must first have been created in the central database linked to Vision. See HR & Performance Management Guide

First log in to Vision and from the left choose Central to see HR & Performance Management.

Pathway

Staff Units

Either click the top left box to Select All Staff Units or click individually to select individual Staff Units.

Click to Select All or Individually

Click Distribute to either add them to the Schools with no Staff Units or update the Staff Units if they are already present in the Schools.

Then you have the option to select Show MIS Count this will show the count of schools that have the Staff Units active in the MIS.

MIS Count

Click on a number in the MIS count column to show the schools

School Distribution

Click on the blue arrow to Distribute or Update the Staff Units

Distribute

School Objectives

Either click the top left box to Select All School Objectives or click individually to select individual School Objectives.

Click Distribute to either add them to the Schools with no School Objectives or update the School Objectives if they are already present in the Schools.

Click to Select All or Individually

Then you have the option to select Show MIS Count this will show the count of schools that have the School Objectives active in the MIS.

Show MIS Count

Click on a number in the MIS count column to show the schools

School Distribution

Click on the blue arrow to Distribute or Update the School Objectives

Distribute

CPD Activities

Either click the top left box to Select All CPD Activities or click individually to select individual CPD Activities

Click Distribute to either add them to the Schools with no CPD Activities or update the CPD Activities if they are already present in the Schools.

Select All or Individually

Then you have the option to select Show MIS Count this will show the count of schools that have the CPD Activities active in the MIS.

Show MIS Count

Click on a number in the MIS count column to show the schools

School Distribution

Click on the blue arrow to Distribute or Update the CPD Activities

Distribute

Access Levels and Permissions

Either click the top left box to Select All Access Levels and Permissions or click individually to select individual Access Levels and Permissions.

Click Distribute to either add them to the Schools with no Access Levels and Permissions or update the Access Levels and Permissions if they are already present in the Schools.

Select All or Individually

Then you have the option to select Show MIS Count this will show the count of schools that have the Access Levels and Permissions active in the MIS.

Show MIS Count

Click on a number in the MIS count column to show the schools

School Distribution

Click on the blue arrow to Distribute or Update the Access Levels and Permissions.

Distribute

Updated on January 26, 2023

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