Staff Performance Evaluation Form for the United Kingdom

Staff Performance Evaluation Form Template for England and Wales

A Staff Performance Evaluation Form is a formal document used in England and Wales to assess and document employee performance, achievements, and areas for development. The form ensures compliance with UK employment law, including the Equality Act 2010 and Data Protection Act 2018, while providing a structured framework for fair and objective performance assessment. It serves as an official record of performance discussions and agreed-upon goals between employees and their managers.

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What is a Staff Performance Evaluation Form?

The Staff Performance Evaluation Form is designed to facilitate systematic and fair assessment of employee performance within organizations operating under English and Welsh law. This document is typically used during regular performance reviews, usually conducted annually or bi-annually, to evaluate employee achievements, identify development needs, and set future objectives. It includes sections for rating core competencies, documenting specific achievements, setting SMART goals, and recording both manager and employee comments. The form ensures compliance with UK employment legislation while providing a clear audit trail for performance-related decisions.

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

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

2. Performance Metrics: Core competencies and KPIs being evaluated

3. Rating Scale: Definition of performance rating levels

4. Overall Assessment: Summary of performance across all areas

5. Signatures: Space for employee and evaluator signatures

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

1. Development Goals: Future objectives and training needs, used for career progression planning

2. Previous Goals Review: Assessment of goals from last review, include if continuing evaluation

3. Peer Review: Input from colleagues, used in 360-degree feedback systems

4. Self-Assessment: Employee's own performance evaluation, used in participative evaluation systems

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

1. Competency Framework: Detailed description of evaluated competencies

2. Performance Improvement Plan Template: For use when performance falls below expectations

3. Appeals Process: Documentation of process for challenging evaluation results

4. Evidence Log: Template for recording specific performance examples

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: Key legislation governing fair treatment in performance assessments, protection against unfair dismissal, and the right to receive written reasons for employment-related decisions

Equality Act 2010: Ensures prevention of discrimination based on protected characteristics, requires objective performance criteria, mandates reasonable adjustments for disabled employees, and establishes fair evaluation metrics

Data Protection Act 2018 and UK GDPR: Regulates the processing and storing of personal data, employee data rights, confidentiality requirements, data retention periods, and right to access performance records

Human Rights Act 1998: Protects fundamental rights including right to privacy, fair treatment, and dignity at work in the context of performance evaluations

ACAS Code of Practice: Provides guidance on fair procedures, right to representation, appeals process, and best practices for performance management

Health and Safety at Work Act 1974: Relevant when evaluating performance related to safety procedures and considering health-related impacts on performance

Company Policies: Internal organizational rules and procedures that must be considered alongside statutory requirements in performance evaluations

Employment Contract Terms: Specific contractual obligations and conditions that may affect performance evaluation criteria and processes

Industry-specific Regulations: Sector-specific rules and standards that may need to be incorporated into performance evaluation criteria

Collective Agreements: Where applicable, any agreements with trade unions or worker representatives that may affect performance evaluation procedures

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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