Appraisal Form for the United Kingdom

Appraisal Form Template for England and Wales

An Appraisal Form is a formal document used in England and Wales to evaluate employee performance, set objectives, and document professional development. It complies with UK employment law, including the Employment Rights Act 1996 and Equality Act 2010, while adhering to data protection requirements under the UK GDPR. The document serves as an official record of performance reviews and forms part of the employee's personnel file.

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What is a Appraisal Form?

The Appraisal Form is a crucial human resources document used to facilitate and document regular performance reviews between managers and employees. This document type is designed to comply with English and Welsh employment law requirements while providing a structured framework for performance evaluation. The Appraisal Form typically includes sections for objective setting, performance assessment, development planning, and feedback, ensuring a comprehensive review process. It serves as both a working document during the appraisal meeting and a formal record of the discussion and agreed outcomes.

What sections should be included in a Appraisal Form?

1. Employee Information: Basic details including name, position, department, and reporting lines

2. Performance Period: Timeframe covered by the appraisal

3. Key Performance Indicators: Measurable objectives and targets set for the period

4. Performance Assessment: Evaluation against set objectives and competencies

5. Overall Rating: Summary evaluation score or rating

6. Signatures: Space for employee and manager signatures and dates

What sections are optional to include in a Appraisal Form?

1. Development Goals: Future training and development objectives - used when focusing on career development

2. Competency Framework: Assessment against company competencies - used when company has specific competency framework

3. 360-Degree Feedback: Input from colleagues and stakeholders - used when multiple perspectives are required

What schedules should be included in a Appraisal Form?

1. Performance Metrics: Detailed data supporting performance assessment

2. Development Plan: Detailed training and development actions

3. Previous Objectives: Record of prior period objectives and achievements

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

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What is a Appraisal Form?

What sections should be included in a Appraisal Form?

What sections are optional to include in a Appraisal Form?

What schedules should be included in a Appraisal Form?

Authors

Alex Denne

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