Performance Appraisal Evaluation Form for the United Kingdom

Performance Appraisal Evaluation Form Template for England and Wales

A Performance Appraisal Evaluation Form is a formal document used in England and Wales to assess an employee's work performance, achievements, and areas for development over a specific period. The document complies with UK employment law, including the Employment Rights Act 1996 and Equality Act 2010, ensuring fair and objective evaluation while protecting both employer and employee rights. It serves as an official record of performance reviews and helps in making informed decisions about career development, compensation, and promotion.

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What is a Performance Appraisal Evaluation Form?

The Performance Appraisal Evaluation Form is essential for maintaining structured employee assessment processes in organizations operating under English and Welsh law. This document is typically used during regular performance reviews (annual, bi-annual, or quarterly) to evaluate employee achievements, set new objectives, and identify development opportunities. It ensures compliance with UK employment legislation while providing a standardized framework for fair and objective evaluation. The form includes sections for performance metrics, competency assessment, goal-setting, and development planning, creating a comprehensive record of employee progress and performance discussions.

What sections should be included in a Performance Appraisal Evaluation Form?

1. Employee Information: Basic details including name, position, department, review period and employee ID

2. Performance Metrics: Key performance indicators and objectives being evaluated against defined criteria

3. Rating Scale Definition: Clear explanation of the rating system used for evaluation (e.g., 1-5 scale with descriptions)

4. Core Competencies Assessment: Evaluation of fundamental job-related skills, behaviors and competencies

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

6. Acknowledgment and Signatures: Space for employee and evaluator signatures, dates, and acknowledgment of review

What sections are optional to include in a Performance Appraisal Evaluation Form?

1. Development Plan: Section for documenting future growth opportunities, training needs and career development goals

2. Goal Setting: Section for establishing new objectives and targets for the next review period

3. 360-Degree Feedback: Section for incorporating input from peers, subordinates and other stakeholders

4. Self-Assessment: Space for employee's own evaluation of their performance and achievements

5. Performance Improvement Plan: Specific action items and timeline for addressing performance concerns

What schedules should be included in a Performance Appraisal Evaluation Form?

1. Performance Metrics Definitions: Detailed explanation of each evaluation criterion and scoring methodology

2. Company Competency Framework: Reference guide defining standard competencies and expectations by role level

3. Previous Goals Review: Documentation and assessment of previously set objectives and their outcomes

4. Development Resources Guide: List of available training programs, courses and development opportunities

5. Legal Compliance Checklist: Checklist ensuring evaluation complies with relevant employment laws and regulations

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
Industries

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

Equality Act 2010: Legislation ensuring non-discrimination in workplace processes based on protected characteristics, requiring objective performance criteria, reasonable adjustments for disabled employees, and prevention of bias in evaluations.

Data Protection Act 2018 and UK GDPR: Laws governing the processing, storage, and security of personal data, including performance records, ensuring employee access rights and proper data retention policies.

Human Rights Act 1998: Legislation protecting fundamental rights including privacy and fair treatment in the workplace, ensuring dignity at work during performance evaluation processes.

Employment Relations Act 1999: Law establishing fair procedures in employment matters and employee representation rights during performance evaluation processes.

ACAS Code of Practice: Guidelines on disciplinary and grievance procedures that should be considered when designing performance evaluation processes and managing poor performance outcomes.

Industry-Specific Regulations: Sector-specific requirements and standards that may affect how performance evaluations are conducted in particular industries.

Company Policies: Internal organizational procedures and standards that must be aligned with the performance appraisal process while complying with relevant legislation.

Collective Agreements: Any existing agreements with trade unions or employee representatives that may impact the structure and implementation of performance 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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