Performance Evaluation Form for the United Kingdom

Performance Evaluation Form Template for England and Wales

A Performance Evaluation Form is a structured document used in England and Wales for assessing and documenting employee performance against predetermined criteria. The form complies with UK employment law, including the Employment Rights Act 1996 and Equality Act 2010, and incorporates data protection requirements under UK GDPR. It serves as an official record of performance reviews, goal-setting, and development planning.

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What is a Performance Evaluation Form?

The Performance Evaluation Form is a crucial human resources document used across organizations in England and Wales to conduct and document regular employee assessments. It provides a standardized framework for evaluating performance, setting objectives, and planning professional development. The form is designed to comply with UK employment legislation, ensuring fair and non-discriminatory evaluation processes while protecting both employer and employee interests. It typically includes performance metrics, competency assessments, development goals, and space for feedback from both evaluator and employee.

What sections should be included in a Performance Evaluation Form?

1. Employee Information: Basic details including name, position, department, and evaluation period

2. Performance Criteria: Key performance indicators and objectives being evaluated

3. Rating Scale: Definition of performance ratings and scoring system

4. Overall Assessment: Summary of performance across all criteria

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

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

1. Development Goals: Future objectives and career development plans - used when conducting annual reviews or career planning

2. Training Needs: Identified areas for skill development and training - used when performance gaps are identified

3. Self-Assessment: Employee's own evaluation of their performance - used in comprehensive evaluation processes

What schedules should be included in a Performance Evaluation Form?

1. Competency Framework: Detailed breakdown of expected competencies for the role

2. Performance Metrics: Specific targets and KPIs for the evaluation period

3. Development Plan Template: Structured format for recording development actions

4. Previous Evaluation Summary: Overview of past performance for comparison

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
Industries

Employment Rights Act 1996: Primary legislation establishing basic employment rights, requirements for fair performance assessment, and proper documentation of performance-related issues. Forms the foundation for employment relationships and performance management.

Equality Act 2010: Crucial legislation preventing discrimination in performance evaluations based on protected characteristics (such as age, gender, disability, etc.). Requires fair and unbiased evaluation criteria and mandates reasonable adjustments where necessary.

Data Protection Act 2018 and UK GDPR: Governs the handling, storage, and processing of personal data in performance evaluations. Establishes employee rights regarding data access and defines data retention requirements.

Human Rights Act 1998: Ensures fundamental rights in the workplace including fair treatment, privacy, and dignity. Must be considered when designing performance evaluation processes and criteria.

ACAS Code of Practice: While not legislation, provides essential guidance on best practices for performance management, including procedural fairness requirements and recommended approaches to evaluation.

Public Interest Disclosure Act 1998: Protects whistleblowers and ensures that performance evaluations cannot be used to penalize employees for making protected disclosures about workplace concerns.

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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