Promotion Assessment Form for the United Kingdom

Promotion Assessment Form Template for England and Wales

A Promotion Assessment Form is a formal document used in England and Wales to evaluate employees for potential career advancement within an organization. It provides a structured framework for assessing candidates' skills, competencies, and readiness for promotion, while ensuring compliance with UK employment law and equality legislation. The document incorporates objective criteria for evaluation, performance metrics, and necessary approvals, serving as both an assessment tool and legal record of the promotion decision process.

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What is a Promotion Assessment Form?

The Promotion Assessment Form is a critical HR document used when considering employees for internal advancement. It ensures a fair, transparent, and legally compliant promotion process under English and Welsh law. This document captures essential information about the candidate's current performance, potential for advancement, and suitability for the new role. It includes detailed assessment criteria, scoring mechanisms, and approval requirements, while maintaining compliance with equality legislation and data protection requirements. The form serves as both an evaluation tool and a permanent record of the promotion decision process.

What sections should be included in a Promotion Assessment Form?

1. Employee Information: Basic details including name, current role, department, length of service, and contact information

2. Current Role Assessment: Evaluation of performance in current position including key achievements and responsibilities

3. Promotion Role Details: Information about the role being considered for, including job title, grade, and department

4. Assessment Criteria: Specific metrics and competencies being evaluated for the promotion decision

5. Scoring System: Clear explanation of how performance is measured and evaluated against criteria

6. Assessor Declaration: Details and signature of person(s) conducting assessment, date, and confirmation of fair assessment

What sections are optional to include in a Promotion Assessment Form?

1. Development Needs: Areas for improvement identified during assessment process and development plan

2. Training Requirements: Specific training or qualifications needed for new role and timeline for completion

3. Probation Period: Details of any probationary period terms and conditions for the new role

What schedules should be included in a Promotion Assessment Form?

1. Performance Evidence: Supporting documentation of achievements and performance metrics

2. Competency Framework: Detailed breakdown of required competencies and standards for new role

3. Interview Notes: Records of promotion interviews and assessment discussions

4. Previous Appraisals: Relevant past performance reviews and evaluations

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

Equality Act 2010: Primary legislation ensuring non-discrimination in workplace decisions based on protected characteristics (age, disability, gender reassignment, marriage/civil partnership, pregnancy/maternity, race, religion/belief, sex, sexual orientation). Requires fair and objective assessment criteria and reasonable adjustments for disabled employees.

Data Protection Act 2018 and UK GDPR: Legal framework governing the collection, processing, and storage of personal data during the promotion assessment process. Requires transparency, lawful basis for processing, and secure storage of assessment records.

Employment Rights Act 1996: Foundational employment legislation establishing basic employment rights, including protection against unfair treatment in promotion decisions and framework for grievance procedures.

Human Rights Act 1998: Ensures fundamental rights including fair treatment, privacy, and freedom from discrimination in workplace decisions and assessments.

Employment Relations Act 1999: Legislation governing workplace relations and ensuring fair treatment in promotion processes and other employment decisions.

ACAS Guidelines: Advisory, Conciliation and Arbitration Service guidelines providing best practices for fair assessment and promotion procedures in the workplace.

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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