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Appraisal Self Assessment Form Template for England and Wales

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Key Requirements PROMPT example:

Appraisal Self Assessment Form

"I need an Appraisal Self Assessment Form for our tech startup's quarterly review process, focusing heavily on project delivery metrics and innovation, with specific sections for remote work effectiveness and collaboration tools proficiency."

Document background
The Appraisal Self Assessment Form is a crucial component of the performance management process in organizations operating under English and Welsh law. It enables employees to provide their perspective on their performance, achievements, and development needs before formal appraisal meetings. The document supports compliance with employment legislation while facilitating constructive dialogue between employees and managers. It typically precedes the formal appraisal discussion and forms part of the official employment record, subject to data protection requirements under UK GDPR.
Suggested Sections

1. Employee Information: Basic details including name, position, department, and reporting manager

2. Period Under Review: Timeframe covered by the assessment

3. Key Responsibilities: Main duties and responsibilities during the review period

4. Objectives Review: Assessment of performance against previously set objectives

5. Skills Assessment: Evaluation of key competencies and skills

6. Achievement Summary: Key accomplishments during the review period

Optional Sections

1. Career Development: Future career aspirations and development needs - include when organization has formal career development programs

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

3. Project Contributions: Specific project involvement and outcomes - include for project-based roles

Suggested Schedules

1. Performance Metrics: Quantitative performance data and KPIs

2. Previous Objectives: Copy of objectives set in last review

3. Supporting Evidence: Additional documentation supporting achievements

4. Development Plan: Detailed plan for addressing development needs

Authors

Alex Denne

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

Relevant legal definitions


















Clauses























Industries

Employment Rights Act 1996: Primary legislation covering basic employment rights, fair treatment in performance assessment, and protection against unfair dismissal based on performance reviews

Equality Act 2010: Legislation preventing discrimination in workplace assessments, ensuring equal opportunities, requiring reasonable adjustments for disabled employees, and protecting characteristics in the assessment process

Data Protection Act 2018 and UK GDPR: Regulations governing the handling, storage, and processing of personal data in appraisals, including employee's right to access their records and data retention requirements

Human Rights Act 1998: Legislation protecting fundamental rights including right to privacy, fair treatment, and protection against degrading treatment in workplace contexts

ACAS Code of Practice: Non-legislative guidelines providing best practices for performance management and fairness in assessment procedures

Public Interest Disclosure Act 1998: Legislation providing protection for whistleblowers and ensuring performance assessment isn't used as a form of retaliation

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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