Secretary Evaluation Form for the United Kingdom

Secretary Evaluation Form Template for England and Wales

A Secretary Evaluation Form is a structured document used in England and Wales for assessing the performance, competencies, and effectiveness of secretarial and administrative professionals. The form complies with UK employment law and data protection requirements, providing a standardized method for evaluating secretarial staff against predetermined criteria. It includes sections for rating core competencies, achievement of objectives, and areas for professional development, while ensuring compliance with equality and employment legislation.

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What is a Secretary Evaluation Form?

The Secretary Evaluation Form serves as a crucial tool for performance management and professional development in organizations across England and Wales. It is designed to provide a fair, objective, and comprehensive assessment of secretarial staff members' performance, skills, and contributions to the organization. The form incorporates key performance indicators specific to secretarial roles while ensuring compliance with UK employment law, data protection requirements, and equality legislation. It is typically used during annual or semi-annual performance reviews and helps document progress, identify training needs, and set future objectives.

What sections should be included in a Secretary Evaluation Form?

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

2. Performance Metrics: Core competencies and key performance indicators

3. Rating Scale: Definition of evaluation metrics and scoring system

4. Core Skills Assessment: Evaluation of essential secretarial skills

5. Overall Performance Summary: General assessment and final rating

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

1. Professional Development: Training needs and career progression goals, use when focusing on development

2. Project-Specific Evaluation: Assessment of special projects, use when relevant to role

3. Leadership Skills: For senior secretarial positions with team management responsibilities

4. Company Secretary Duties: Include only if evaluating a company secretary

What schedules should be included in a Secretary Evaluation Form?

1. Performance Metrics Definitions: Detailed explanation of evaluation criteria

2. Development Plan Template: Framework for creating improvement plans

3. Previous Evaluation Summary: Historical performance data for comparison

4. Self-Assessment Form: Employee's own evaluation of performance

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
Relevant legal definitions
Clauses
Industries

Employment Rights Act 1996: Primary legislation governing employment rights in England and Wales, including performance evaluation procedures and requirements for fair treatment in the workplace.

Equality Act 2010: Legislation ensuring non-discrimination in workplace evaluations, covering protected characteristics and requiring fair, objective assessment criteria.

Data Protection Act 2018 and UK GDPR: Regulations governing the handling of personal data, including storage of evaluation records, confidentiality requirements, and employee rights to access their records.

Employment Relations Act 1999: Legislation establishing employee rights in formal meetings and ensuring fairness in evaluation procedures, including the right to be accompanied.

Human Rights Act 1998: Framework ensuring fundamental rights including fair treatment and privacy considerations in employment contexts.

ACAS Code of Practice: Guidelines providing best practices for performance management and fair evaluation procedures in the workplace.

Companies Act 2006: Legislation detailing specific duties and responsibilities relevant to company secretaries and their performance evaluation.

Health and Safety at Work Act 1974: Legislation requiring evaluation of health and safety compliance and workplace wellbeing considerations as part of performance assessment.

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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