Character Evaluation Form - United States

Character Evaluation Form for the United States

Character Evaluation Form Template for United States

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What is a Character Evaluation Form?

The Character Evaluation Form serves as a crucial tool in various professional contexts within the United States, providing a standardized method for assessing individual character traits, reliability, and professional conduct. This document is particularly vital in situations requiring thorough personality assessments, such as employment screening, security clearances, or professional certifications. The form is designed to comply with federal and state regulations, including anti-discrimination laws, privacy protection requirements, and fair employment practices. It typically includes both objective criteria and subjective assessments, while maintaining appropriate documentation for legal and administrative purposes.

What sections should be included in a Character Evaluation Form?

1. Personal Information: Basic identifying information about the subject including name, position, department, and date of evaluation

2. Evaluation Criteria: Comprehensive listing of characteristics being evaluated, including work performance, interpersonal skills, leadership qualities, and professional conduct

3. Rating Scale: Clear definition of the rating system and scoring metrics used for evaluation (e.g., 1-5 scale, with detailed descriptions for each rating level)

4. Evaluator Information: Identity, position, and credentials of person(s) conducting the evaluation, including their relationship to the subject

What sections are optional to include in a Character Evaluation Form?

1. Background Check Results: Section for including relevant background verification results, subject to FCRA compliance and state laws

2. Reference Feedback: Documentation of professional references and their input on the subject's character and capabilities

3. Performance History: Historical performance data and previous evaluation results, if applicable

4. Specific Incident Documentation: Documentation of specific events or incidents relevant to character evaluation

What schedules should be included in a Character Evaluation Form?

1. Schedule A: Rating Criteria Guide: Detailed explanation of evaluation metrics, standards, and examples for consistent scoring

2. Schedule B: Supporting Documentation Checklist: List of required and optional supporting materials used in the evaluation process

3. Schedule C: Compliance Verification: Checklist ensuring adherence to relevant laws, regulations, and organizational policies

4. Schedule D: Privacy Notice: Required disclosures regarding data collection, usage, and storage as per applicable privacy laws

Authors

Alex Denne

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

Relevant legal definitions

Supporting Documentation
Confidential Information

Material Change

Clauses

Relevant Industries

Education
Healthcare
Financial Services
Government
Childcare
Security

Relevant Teams

Human Resources
Legal
Security
Compliance
Administration

Relevant Roles

Human Resources Manager
Hiring Manager
Security Clearance Officer
School Administrator
Compliance Officer

Industries

Title VII - Civil Rights Act 1964: Federal law prohibiting employment discrimination based on race, color, religion, sex, and national origin. Must be considered when creating character evaluation criteria to ensure non-discriminatory assessment.

Americans with Disabilities Act (ADA): Federal law protecting individuals with disabilities from discrimination. Character evaluations must include reasonable accommodations and avoid disability-based bias.

EEOC Guidelines: Equal Employment Opportunity Commission guidelines ensuring fair employment practices and preventing discrimination in workplace evaluations.

Age Discrimination in Employment Act (ADEA): Protects individuals 40 years and older from age discrimination. Character evaluations must not include age-biased criteria.

Fair Credit Reporting Act (FCRA): Regulates the collection and use of consumer information, including background checks. Relevant if character evaluation includes background check information.

State Privacy Laws: Various state-specific regulations governing the collection, storage, and use of personal information in evaluation processes.

HIPAA: Health Insurance Portability and Accountability Act protecting medical information privacy. Relevant if character evaluation includes health-related information.

Constitutional Rights: First, Fourth, and Fourteenth Amendment protections regarding freedom of expression, privacy rights, and equal protection under the law.

Ban the Box Laws: State-specific legislation regulating when and how criminal history information can be considered in evaluations.

Record Retention Requirements: Federal and state regulations governing how long evaluation records must be maintained and how they should be stored.

Fair Assessment Guidelines: Legal requirements for ensuring objective, non-discriminatory evaluation criteria and clear assessment metrics.

Industry-Specific Regulations: Sector-specific requirements and professional licensing considerations that may affect character evaluation criteria and processes.

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Download a Standard Template

What is a Character Evaluation Form?

What sections should be included in a Character Evaluation Form?

What sections are optional to include in a Character Evaluation Form?

What schedules should be included in a Character Evaluation Form?

Authors

Alex Denne

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