Maintenance Employee Evaluation Template for England and Wales

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Key Requirements PROMPT example:

Maintenance Employee Evaluation Template

I need a Maintenance Employee Evaluation Template for our manufacturing facility that includes specific sections for evaluating machinery maintenance skills and safety protocol compliance, to be implemented across our team of 15 maintenance technicians starting January 2025.

Document background
The Maintenance Employee Evaluation Template is designed for organizations operating under English and Welsh jurisdiction requiring a standardized approach to assess maintenance staff performance. This document ensures compliance with UK employment laws while providing a comprehensive framework for evaluating technical competencies, safety awareness, and work quality. It supports fair and objective assessment processes, helps identify training needs, and documents performance for HR purposes. The template is particularly valuable for organizations with dedicated maintenance personnel requiring regular performance reviews.
Suggested Sections

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

2. Performance Metrics: Core competencies and skills assessment criteria

3. Safety Compliance: Assessment of adherence to safety protocols and regulations

4. Technical Skills: Evaluation of specific maintenance-related abilities

5. Overall Rating: Summary evaluation score and performance category

Optional Sections

1. Career Development: Future growth opportunities and training needs - include in annual or bi-annual reviews

2. Project-Specific Performance: Evaluation of specific maintenance projects - include when employee has led specific projects

3. Team Leadership: Assessment of supervisory capabilities - include for employees with team leadership responsibilities

Suggested Schedules

1. Skills Matrix: Detailed breakdown of technical competencies

2. Training Record: List of completed and required training certifications

3. Performance Improvement Plan: Specific actions for addressing identified weaknesses

4. Health and Safety Record: Documentation of safety compliance and incidents

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

Relevant legal definitions
Clauses
Industries

Employment Rights Act 1996: Primary legislation governing employment rights including fair evaluation procedures, protection against unfair treatment, and requirements for record keeping in employee evaluations

Equality Act 2010: Legislation ensuring non-discriminatory evaluation practices, requiring objective assessment criteria and consideration of reasonable adjustments for disabled employees

Data Protection Act 2018 and UK GDPR: Regulations governing the processing, storage, and security of personal data in employee evaluations, including privacy rights and retention requirements

Health and Safety at Work Act 1974: Legislation requiring evaluation of employee compliance with safety procedures, assessment of safety awareness, and maintenance of safety standards

Employment Relations Act 1999: Legislation ensuring fair representation and the right to be accompanied in evaluation meetings

ACAS Code of Practice: Best practice guidelines for performance management and fair evaluation processes in the workplace

Working Time Regulations 1998: Regulations governing working hours and break times, which should be considered in maintenance staff performance evaluations

Industry-Specific Regulations: Any additional regulations specific to the maintenance industry that may affect employee evaluation criteria

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

Trade Union Agreements: Any relevant collective bargaining agreements that may impact the evaluation process and criteria

Professional Standards: Industry-specific professional standards and certifications relevant to maintenance worker 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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