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Performance Appraisal for the United Kingdom

Performance Appraisal Template for England and Wales

A Performance Appraisal Template is a standardized document used in England and Wales for evaluating employee performance, setting objectives, and documenting professional development. It ensures compliance with UK employment law while providing a structured framework for fair and consistent performance reviews. The template includes sections for objective assessment, competency evaluation, and future development planning, aligned with both organizational goals and legal requirements.

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What is a Performance Appraisal?

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.

What sections should be included in a Performance Appraisal?

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

What sections are optional to include in a Performance Appraisal?

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

What schedules should be included in a Performance Appraisal?

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

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 governing employment rights including fair treatment requirements, protection against unfair dismissal, and record-keeping requirements for performance management

Equality Act 2010: Legislation ensuring non-discrimination in performance assessments based on protected characteristics, fair objective criteria, and reasonable adjustments for disabled employees

Data Protection Act 2018 and UK GDPR: Laws governing the processing and storage of personal data, employee privacy rights, data retention periods, and confidentiality requirements in performance records

Human Rights Act 1998: Legislation protecting fundamental rights including right to privacy, fair treatment, and dignity at work during performance management processes

ACAS Code of Practice: Best practice guidelines for performance management including fair procedures, transparency requirements, and right to accompaniment in formal meetings

Industry Regulations: Sector-specific regulations that may impact performance criteria and assessment methods

Company Policies: Internal policies and procedures that must be aligned with the performance appraisal process

Collective Agreements: Any applicable union or collective bargaining agreements that may affect performance management procedures

Performance Management Case Law: Relevant legal precedents and decisions affecting performance appraisal processes in England and Wales

Professional Standards: Applicable professional qualifications and standards that may need to be incorporated into performance criteria

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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