Job Evaluation Form for the United Kingdom

Job Evaluation Form Template for England and Wales

A Job Evaluation Form is a structured document used in England and Wales for assessing employee performance, competencies, and job-related responsibilities. It complies with UK employment law, including the Equality Act 2010 and Data Protection Act 2018, ensuring fair and objective evaluation of staff members. The form facilitates systematic assessment of performance against predetermined criteria, while documenting development needs and future objectives.

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What is a Job Evaluation Form?

The Job Evaluation Form serves as a crucial tool for organizations in England and Wales to conduct fair and comprehensive employee assessments. It is designed to evaluate performance, track progress, and identify development opportunities while ensuring compliance with UK employment legislation. The form should be used during formal performance reviews, typically conducted annually or bi-annually, and includes sections for objective setting, competency assessment, and development planning. It helps maintain consistent evaluation standards across organizations while providing documentary evidence of performance management processes.

What sections should be included in a Job Evaluation Form?

1. Employee Information: Basic details including name, position, department, and length of service

2. Performance Criteria: Key performance indicators and job-specific competencies

3. Rating Scale: Defined scoring system for evaluation metrics

4. Overall Assessment: Summary of performance evaluation results

5. Signatures: Space for employee and evaluator signatures and dates

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

1. Development Goals: Future objectives and training needs, used for career development planning

2. Previous Objectives Review: Assessment of goals from last evaluation, used for continuous employees

3. Compensation Review: Salary and benefits considerations, used when evaluation linked to compensation

4. 360-Degree Feedback: Input from colleagues and stakeholders, used in comprehensive evaluations

What schedules should be included in a Job Evaluation Form?

1. Competency Framework: Detailed breakdown of role-specific competencies

2. Performance Metrics Guide: Explanation of rating criteria and scoring system

3. Development Resources: Available training and development opportunities

4. Appeals Process: Procedure for challenging evaluation results

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

Document Type

Evaluation Form

Cost

Free to use
Clauses
Industries

Equality Act 2010: Primary legislation ensuring non-discrimination in evaluations based on protected characteristics, mandating equal pay for equal work, and requiring objective assessment criteria

Data Protection Act 2018 and UK GDPR: Legislation governing the collection, storage, and processing of personal data during evaluation processes, ensuring confidentiality and transparency

Employment Rights Act 1996: Fundamental legislation establishing basic employment rights, terms and conditions, and performance management processes

Employment Relations Act 1999: Law governing workplace relationships, consultation processes, and evaluation procedures between employers and employees

Health and Safety at Work Act 1974: Legislation requiring consideration of health and safety responsibilities in job evaluation and workplace risk assessments

ACAS Guidelines: Advisory guidelines providing best practices for conducting fair and effective performance management and evaluation

Industry-Specific Regulations: Sector-specific rules and requirements that may affect how job evaluations are conducted in particular industries

Company Policies: Internal organizational rules and procedures that must be incorporated into job evaluation processes

Collective Agreements: Any existing agreements between employers and trade unions that may impact job evaluation procedures

Relevant Case Law: Previous court decisions and precedents related to job evaluation and performance assessment practices

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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