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6 Month Performance Review for the United Kingdom

6 Month Performance Review Template for England and Wales

A standardized performance review template designed for conducting six-month employee evaluations under English and Welsh employment law. The document provides a structured framework for assessing employee performance, setting objectives, and documenting development needs while ensuring compliance with UK employment legislation, including the Employment Rights Act 1996 and Equality Act 2010. It incorporates provisions for fair evaluation, data protection, and non-discriminatory practices.

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6 Month Performance Review

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What is a 6 Month Performance Review?

The 6 Month Performance Review Template is a essential tool for maintaining consistent and fair employee evaluations across organizations. This document, compliant with English and Welsh employment law, provides a structured approach to conducting mid-year performance assessments. It includes sections for evaluating key performance indicators, behavioral competencies, and development needs while ensuring adherence to UK employment legislation. The template is designed to facilitate constructive feedback, goal setting, and career development planning, while maintaining appropriate documentation for HR purposes and legal compliance.

What sections should be included in a 6 Month Performance Review?

1. Employee Information: Basic details including name, position, department, and review period

2. Performance Metrics: Key performance indicators and objectives set during the review period

3. Achievement Assessment: Evaluation of performance against set objectives

4. Core Competencies Review: Assessment of key skills and behaviors required for the role

5. Overall Rating: Summary evaluation using standardized rating scale

What sections are optional to include in a 6 Month Performance Review?

1. Development Goals: Future objectives and development plans - use when planning career progression or addressing skill gaps

2. Training Requirements: Specific training needs identified - use when skill development needs are identified

3. Performance Improvement Plan: Specific actions required to improve performance - use when performance falls below expected standards

What schedules should be included in a 6 Month Performance Review?

1. Performance Rating Scale: Detailed explanation of rating criteria and scoring system

2. Previous Review Summary: Summary of last performance review for comparison

3. Supporting Documentation: Any relevant certificates, training records, or performance data

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

England and Wales

Cost

Free to use
Relevant legal definitions




















Clauses






















Industries

Employment Rights Act 1996: Primary legislation setting out basic employment rights, including provisions for fair treatment in performance evaluations and unfair dismissal regulations that may arise from performance reviews

Equality Act 2010: Legislation preventing discrimination based on protected characteristics, ensuring fair and unbiased performance criteria, and requiring reasonable adjustments for disabled employees in the review process

Data Protection Act 2018 and UK GDPR: Regulations governing how personal data from performance reviews must be processed and stored, ensuring employee privacy rights and controlling access to performance records

Human Rights Act 1998: Legislation ensuring respect for private life and protection against unfair treatment in employment contexts including performance reviews

ACAS Code of Practice: While not legislation, these are important guidelines on disciplinary and grievance procedures that courts consider when evaluating employment practices and performance management

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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