Employee Work Evaluation Form for the United Kingdom

Employee Work Evaluation Form Template for England and Wales

An Employee Work Evaluation Form is a formal document used in England and Wales for assessing and documenting employee performance, competencies, and achievements over a specific period. It complies with UK employment law, including the Employment Rights Act 1996 and Equality Act 2010, ensuring fair and non-discriminatory evaluation processes. The document serves as an official record of performance reviews, goal-setting, and development planning, while adhering to data protection requirements under UK GDPR.

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What is a Employee Work Evaluation Form?

The Employee Work Evaluation Form is designed to facilitate structured performance reviews within organizations operating under English and Welsh law. This document is typically used during annual, semi-annual, or quarterly performance reviews to assess employee achievements, set objectives, and plan professional development. It incorporates requirements from UK employment legislation, ensuring fair evaluation practices while protecting both employer and employee interests. The form supports organizational development, career progression, and helps maintain clear performance records in compliance with UK data protection regulations.

What sections should be included in a Employee Work Evaluation Form?

1. Employee Information: Basic details including name, position, department, and employment duration

2. Performance Period: Time period covered by the evaluation

3. Core Competencies Assessment: Evaluation of fundamental job skills and responsibilities

4. Goals Achievement: Review of objectives set and achieved during the period

5. Overall Rating: Summary evaluation score or assessment

6. Signatures: Space for employee and evaluator signatures with date fields

What sections are optional to include in a Employee Work Evaluation Form?

1. Development Plan: Future training and improvement goals - use when specific development needs are identified

2. Project Specific Assessment: Evaluation of special projects or assignments - use when employee has been involved in specific projects

3. 360-Degree Feedback: Input from colleagues and stakeholders - use in organizations with comprehensive feedback systems

4. Compensation Review: Salary and benefits considerations - use when evaluation is linked to compensation decisions

What schedules should be included in a Employee Work Evaluation Form?

1. Performance Metrics: Detailed data and statistics supporting the evaluation

2. Previous Goals: Documentation of previously set objectives and their status

3. Training Records: Record of completed training and development activities during the evaluation period

4. Self-Assessment Form: Employee's own evaluation of their performance

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

Jurisdiction

England and Wales

Publisher

Genie AI

Cost

Free to use
Clauses
Industries

Employment Rights Act 1996: Primary legislation governing employment rights, including requirements for fair treatment in performance evaluations and protection against unfair dismissal based on performance reviews

Equality Act 2010: Legislation ensuring non-discrimination in workplace evaluations, covering protected characteristics, fair assessment methods, and reasonable adjustments for disabled employees

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

Human Rights Act 1998: Legislation protecting fundamental rights including privacy, fair treatment, and dignity at work in the context of employee evaluations

ACAS Code of Practice: Guidelines for best practices in performance management, including fair evaluation procedures and employee rights during review meetings

Health and Safety at Work Act 1974: Legislation requiring consideration of health, safety and workplace wellbeing aspects in employee performance evaluations

Industry-Specific Regulations: Additional regulatory requirements specific to the industry sector that may affect employee evaluation criteria and procedures

Company Policies: Internal organizational policies and procedures that must be incorporated into the evaluation process

Collective Agreements: Any applicable union or collective bargaining agreements that may impact the structure and implementation of employee evaluations

Employment Contract Terms: Specific terms and conditions in individual employment contracts that may affect the evaluation process and 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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