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Upward Evaluation for the United Kingdom

Upward Evaluation Template for England and Wales

A standardized template used in England and Wales for conducting upward evaluations, where employees provide feedback on their managers or supervisors. The document ensures compliance with UK employment and data protection laws while facilitating constructive feedback processes. It includes structured evaluation criteria, rating scales, and specific areas for commentary, all designed to gather meaningful insights while protecting both the evaluator and the subject of the evaluation.

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What is a Upward Evaluation?

The Upward Evaluation Template is designed for organizations operating under English and Welsh law who wish to implement a formal feedback system where employees can evaluate their supervisors. This document type emerged from the growing recognition of the importance of two-way feedback in modern workplace environments. It incorporates necessary data protection and privacy considerations under UK GDPR and the Data Protection Act 2018, while providing a structured framework for gathering constructive feedback. The template is particularly valuable for organizations committed to transparent leadership development and employee engagement.

What sections should be included in a Upward Evaluation?

1. Introduction: Purpose of the evaluation and confidentiality statement

2. Employee Information: Basic details of the employee being evaluated including name, position, department, and length of service

3. Evaluation Criteria: Standard performance metrics and behavioral indicators to be assessed

4. Rating Scale: Explanation of the scoring system used in the evaluation

5. Feedback Questions: Core questions about performance, behavior, and competencies

What sections are optional to include in a Upward Evaluation?

1. Development Goals: Section for setting future objectives and development plans

2. Project-Specific Evaluation: Assessment of performance on specific projects or initiatives

3. Leadership Assessment: Evaluation of leadership capabilities and management skills

What schedules should be included in a Upward Evaluation?

1. Schedule 1 - Competency Framework: Detailed breakdown of expected competencies and behaviors for different role levels

2. Schedule 2 - Rating Guidelines: Detailed explanation of how to apply ratings consistently across evaluations

3. Schedule 3 - Data Protection Notice: Information about how evaluation data will be processed and stored in compliance with UK GDPR

4. Schedule 4 - Previous Evaluation Summary: Summary of past performance reviews for reference and progress tracking

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

UK GDPR: UK General Data Protection Regulation governing the collection, processing, and storage of personal data in upward evaluations

Data Protection Act 2018: UK's implementation of data protection standards, working alongside UK GDPR to regulate personal data handling in evaluation processes

Employment Rights Act 1996: Fundamental UK employment legislation establishing basic employment rights and procedures relevant to employee evaluations

Equality Act 2010: Legislation ensuring non-discrimination in workplace processes, including evaluation procedures, protecting against bias based on protected characteristics

Human Rights Act 1998: Incorporation of European Convention on Human Rights into UK law, protecting privacy and fair treatment rights in employment context

Privacy and Electronic Communications Regulations: Regulations governing electronic communications and data privacy, relevant for digital evaluation systems and communication

ICO Guidelines: Information Commissioner's Office guidance on data protection and privacy requirements for collecting and processing employee data

Data Protection Principles: Core principles including lawful processing, purpose limitation, data minimization, accuracy, storage limitation, and security requirements

Employee Data Rights: Rights including access to evaluation data, rectification of incorrect information, and right to be informed about data usage

Anti-discrimination Requirements: Legal requirements to ensure evaluation criteria and processes are objective and free from discriminatory bias

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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