The Employee Annual Review Template serves as a crucial tool for organizations operating under England and Wales jurisdiction to conduct standardized performance evaluations. It is designed to be used annually to assess employee performance, document achievements, set new objectives, and identify development opportunities. The template ensures compliance with UK employment law while providing a framework for constructive feedback and career development discussions. It incorporates best practices from ACAS guidelines and protects both employer and employee interests through proper documentation and fair assessment criteria.
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1. Employee Information: Basic details including name, position, department, and review period
2. Performance Objectives Review: Assessment of previously set objectives and their achievement levels
3. Core Competencies Evaluation: Assessment of key skills and behavioral competencies
4. Overall Performance Rating: Summary rating based on predetermined scale
5. Future Objectives: Setting new objectives for the next review period
6. Signatures: Space for employee and reviewer signatures and dates
1. Training and Development Needs: Optional section to identify areas for improvement and required training when development needs are identified or career progression is being discussed
2. Salary Review: Optional section for discussion of compensation changes when review is linked to compensation decisions
3. 360-Degree Feedback: Optional section for feedback from colleagues and stakeholders when organization uses 360-degree feedback system
1. Performance Rating Scale: Detailed explanation of rating criteria and scoring system
2. Competency Framework: Detailed breakdown of expected competencies for role level
3. Development Plan Template: Structured template for recording agreed development actions
4. Previous Review Summary: Summary of last review's objectives and outcomes
Relevant legal definitions
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