The Performance Appraisal Template is designed for organizations operating under English and Welsh law to conduct systematic and fair employee evaluations. This document is essential for maintaining consistent performance management processes, ensuring legal compliance, and supporting employee development. The template incorporates key requirements from UK employment legislation, including the Equality Act 2010 and Data Protection Act 2018, while providing a framework for objective assessment and constructive feedback.
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1. Employee Information: Basic details including name, position, department, and reporting line
2. Performance Period: Timeframe covered by the appraisal
3. Key Performance Indicators: Specific metrics and objectives being assessed
4. Competency Assessment: Evaluation of core skills and behaviors
5. Overall Rating: Summary evaluation score or category
6. Signatures: Space for employee and manager signatures and dates
1. Development Goals: Future objectives and career development plans - use when focusing on employee growth and progression
2. Training Needs: Identified areas for skill enhancement - use when specific training requirements are identified
3. Performance Improvement Plan: Specific actions needed to address underperformance - use when performance issues need to be formally addressed
1. Job Description: Current role requirements and responsibilities
2. Previous Objectives: Goals set in previous appraisal periods
3. Supporting Evidence: Documentation of achievements or incidents
4. Rating Scale Guide: Explanation of performance rating categories
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