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Employee Manager Evaluation Form for the United Kingdom

Employee Manager Evaluation Form Template for England and Wales

A standardized form used in England and Wales for evaluating employee performance by their direct managers. The document complies with UK employment law, including the Employment Rights Act 1996 and Equality Act 2010, ensuring fair and objective assessment of employee performance, competencies, and development needs. It serves as an official record of performance reviews and supports career development planning while maintaining legal compliance with data protection requirements.

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What is a Employee Manager Evaluation Form?

The Employee Manager Evaluation Form is a critical HR document used in organizations across England and Wales to facilitate structured performance reviews. It enables managers to assess employee performance against predetermined criteria while ensuring compliance with UK employment legislation. This document should be used during formal performance reviews, typically conducted annually or bi-annually, to evaluate employee achievements, identify areas for improvement, and document development plans. The form includes sections for objective assessment, competency evaluation, and future planning, while maintaining compliance with data protection requirements and employment equality standards.

What sections should be included in a Employee Manager Evaluation Form?

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

2. Performance Metrics: Key performance indicators and objectives assessment

3. Competency Assessment: Evaluation of core competencies and skills

4. Overall Rating: Summary evaluation score with explanation

5. Signatures: Space for employee and manager signatures and dates

What sections are optional to include in a Employee Manager Evaluation Form?

1. Development Plan: Future growth objectives and training needs, used when career progression is being discussed

2. 360-Degree Feedback: Input from peers and other stakeholders, used in more comprehensive evaluations

3. Performance Improvement Plan: Specific actions for improvement, used when performance issues are identified

What schedules should be included in a Employee Manager Evaluation Form?

1. Rating Scale Guide: Detailed explanation of evaluation criteria and scoring system

2. Company Competency Framework: Reference document detailing expected competencies for the role

3. Previous Evaluation Summary: Summary of last evaluation for progress tracking

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: Key legislation governing fair treatment requirements, documentation of performance assessments, and their relation to potential disciplinary actions. Ensures proper documentation and fairness in employee evaluations.

Equality Act 2010: Legislation ensuring prevention of discrimination based on protected characteristics, requiring fair and objective evaluation criteria, and mandating reasonable adjustments for disabled employees in the evaluation process.

Data Protection Act 2018 and UK GDPR: Regulations governing the processing of personal data, storage and confidentiality of evaluation records, employee's right to access their evaluation data, and data retention periods for evaluation documentation.

Human Rights Act 1998: Legislation protecting employees' right to fair treatment, right to privacy, and dignity at work during the evaluation process.

ACAS Code of Practice: Best practice guidelines for performance management, including fair and transparent evaluation processes and the right to be accompanied in evaluation meetings.

Company Policies: Internal organizational rules and procedures that must be incorporated into the evaluation process to ensure consistency with established company practices.

Industry Regulations: Sector-specific requirements that may affect how manager evaluations are conducted within particular industries.

Employment Contract Terms: Specific contractual obligations and terms that must be considered when conducting manager evaluations to ensure compliance with employment agreements.

Collective Agreements: Any applicable union or collective bargaining agreements that may impact the evaluation process and criteria for manager assessments.

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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