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Competency Based Performance Review for the United Kingdom

Competency Based Performance Review Template for England and Wales

A standardized template designed for conducting competency-based performance reviews in accordance with English and Welsh employment law. This document provides a structured framework for assessing employee performance against predetermined competencies, ensuring compliance with equality legislation, data protection requirements, and employment rights. It includes provisions for objective assessment, feedback mechanisms, and development planning while maintaining legal compliance with UK employment regulations.

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What is a Competency Based Performance Review?

The Competency Based Performance Review Template is designed to facilitate fair and objective employee assessments in England and Wales. It provides a structured approach to evaluating employee performance against specific competencies, skills, and behaviors required for various roles. This template ensures compliance with UK employment law, including the Equality Act 2010 and Data Protection Act 2018, while promoting consistent and transparent performance management practices. It supports organizations in maintaining documented evidence of fair performance assessment processes, which is crucial for both employee development and legal compliance.

What sections should be included in a Competency Based Performance Review?

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

2. Core Competencies: List of key competencies being assessed

3. Performance Ratings Scale: Definition of rating categories and scoring criteria

4. Assessment Results: Detailed evaluation against each competency

5. Overall Performance Summary: Combined assessment and general performance overview

6. Sign-off Section: Signatures from employee, reviewer, and HR representative

What sections are optional to include in a Competency Based Performance Review?

1. Development Plan: Future improvement goals and training needs - used when ongoing development is required

2. Previous Goals Review: Assessment of previously set objectives - used for follow-up reviews

3. Compensation Review: Salary and benefits considerations - used when review is linked to compensation decisions

What schedules should be included in a Competency Based Performance Review?

1. Competency Framework: Detailed descriptions of each competency and behavioral indicators

2. Evidence Log: Supporting documentation for performance assessments

3. Training Record: Record of completed training and development activities

4. Performance Improvement Plan Template: Standard format for documenting required improvements

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: Core employment legislation covering fair treatment in performance assessments, protection against unfair dismissal, and the right to receive written reasons for dismissal if performance-related.

Equality Act 2010: Ensures prevention of discrimination based on protected characteristics, requires fair and objective assessment criteria, mandates reasonable adjustments for disabled employees, and prevents indirect discrimination in competency measures.

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

Human Rights Act 1998: Protects right to fair treatment, privacy considerations, and dignity at work in the context of performance reviews.

ACAS Code of Practice: Provides guidance on following fair procedures, right to appeal performance assessments, and documentation requirements for performance reviews.

Health and Safety at Work Act 1974: Relevant when competencies include safety-related performance measures and assessments.

Public Interest Disclosure Act 1998: Ensures protection for whistleblowers and fair treatment in assessments regardless of protected disclosures.

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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