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Annual Review Appraisal for the United Kingdom

Annual Review Appraisal Template for England and Wales

An Annual Review Appraisal document is a formal record of an employee's performance review, typically conducted yearly, under English and Welsh employment law. It documents performance against set objectives, identifies areas for development, and sets future goals. The document must comply with UK employment legislation, including the Equality Act 2010 and Data Protection Act 2018, while following best practices for performance management and employee development.

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What is a Annual Review Appraisal?

Annual Review Appraisals are essential tools for performance management and employee development in organizations operating under English and Welsh law. The document serves as an official record of the annual performance review meeting, capturing discussions about achievements, challenges, and future objectives. When implementing Annual Review Appraisals, organizations must ensure compliance with UK employment legislation while maintaining fair and objective assessment criteria. The document typically includes performance ratings, objective setting, development plans, and may inform decisions about promotion, compensation, and career progression.

What sections should be included in a Annual Review Appraisal?

1. Employee Information: Basic details including name, role, department, and time in role

2. Performance Period: Timeframe covered by the review

3. Performance Objectives Review: Assessment of previously set objectives and their achievement

4. Competencies Assessment: Evaluation of core competencies and skills

5. Overall Performance Rating: Summary rating of performance during review period

6. Future Objectives: Setting of objectives for next review period

What sections are optional to include in a Annual Review Appraisal?

1. Development Needs: Identification of training and development requirements when specific skill gaps or career progression opportunities are identified

2. Salary Review: Discussion of compensation adjustments when appraisal is linked to pay reviews

3. Career Progression: Discussion of promotion or lateral move opportunities when employee has potential for advancement

What schedules should be included in a Annual Review Appraisal?

1. Performance Metrics: Detailed data and KPIs supporting the assessment

2. Development Plan: Detailed training and development actions

3. Employee Self-Assessment: Employee's own evaluation of their performance

4. Previous Objectives: Record of objectives from last review period

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

England and Wales

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions

























Clauses

























Industries

Employment Rights Act 1996: Primary legislation setting out basic employment rights, unfair dismissal provisions relevant to performance management, and requirements for written statements of employment particulars

Equality Act 2010: Ensures non-discriminatory appraisal processes, covers protected characteristics, requires reasonable adjustments for disabled employees, and prevents indirect discrimination in performance metrics

Data Protection Act 2018 and UK GDPR: Regulates processing and storage of personal data from appraisals, ensures employee privacy rights, and sets requirements for data retention

Human Rights Act 1998: Protects fundamental rights including right to privacy and fair treatment in employment context

ACAS Code of Practice: While not legislation, provides essential guidance on disciplinary and grievance procedures, considered by courts in employment tribunal cases

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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