90 Day Performance Evaluation Template for England and Wales

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Key Requirements PROMPT example:

90 Day Performance Evaluation Template

I need a 90 Day Performance Evaluation Template for our tech startup that emphasizes innovation and coding skills, with specific sections for evaluating technical capabilities and project delivery metrics for our new software developers starting in January 2025.

Document background
The 90 Day Performance Evaluation Template is a crucial document used to formally assess new employees during their initial employment period under English and Welsh law. This evaluation helps organizations determine whether an employee meets job requirements and cultural fit expectations. The template includes sections for rating performance against predetermined criteria, documenting achievements and challenges, and making recommendations for continued employment or development needs. It ensures compliance with UK employment legislation while providing a fair and transparent evaluation process.
Suggested Sections

1. Employee Information: Basic details including name, position, department, and start date

2. Performance Criteria: Key performance indicators and objectives being evaluated

3. Rating Scale: Definition of performance rating levels and their interpretation

4. Core Competencies Assessment: Evaluation of fundamental job requirements and key skills

5. Overall Performance Summary: General assessment, final rating and recommendations

Optional Sections

1. Development Plan: Future improvement goals and training needs - used when continuing employment is recommended

2. Performance Improvement Plan: Specific actions required to address underperformance - used when performance falls below expected standards

3. Probation Extension: Terms for extending evaluation period - used when more time is needed for assessment

Suggested Schedules

1. Job Description: Original role requirements and responsibilities

2. Objectives Set: Initial goals and targets established at start of period

3. Performance Metrics: Quantitative data supporting evaluation

4. Meeting Notes: Records of any interim performance discussions

Authors

Alex Denne

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

Clauses
Industries

Employment Rights Act 1996: Primary legislation governing employment rights in England and Wales, particularly relevant for probationary periods, fair treatment requirements, and documentation requirements for performance management

Equality Act 2010: Legislation protecting against discrimination, covering protected characteristics, fair assessment criteria, and reasonable adjustments in performance evaluations

Data Protection Act 2018 and UK GDPR: Regulations governing the processing, storage, and confidentiality of personal data, including evaluation records and employee access rights

Human Rights Act 1998: Legislation ensuring fundamental rights including fair treatment, privacy considerations, and dignity at work in employment contexts

ACAS Code of Practice: Best practice guidelines for performance management, including fair procedures and documentation requirements in employee evaluations

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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