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Performance Appraisal Form For Accountant Template for England and Wales

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Key Requirements PROMPT example:

Performance Appraisal Form For Accountant

"I need a Performance Appraisal Form For Accountant for our London-based firm that emphasizes technical IFRS knowledge and client relationship management, to be used for our senior accountants' annual reviews in March 2025."

Document background
The Performance Appraisal Form For Accountant is a standardized document used in England and Wales to evaluate accounting professionals' performance, competencies, and development needs. It serves as both a performance management tool and a legal record of employee evaluation, incorporating requirements from UK employment law, professional accounting standards, and data protection regulations. The form enables systematic assessment of technical accounting skills, professional development, and contribution to organizational objectives while maintaining compliance with regulatory requirements and best practices in performance management.
Suggested Sections

1. Employee Information: Basic details including name, position, department, and employment duration

2. Performance Period: Time period covered by the appraisal

3. Key Performance Indicators: Core accounting responsibilities and metrics

4. Skills Assessment: Technical and soft skills evaluation

5. Goals Achievement: Review of previously set objectives

6. Future Objectives: Setting new goals for next period

7. Overall Rating: Final performance score and summary

Optional Sections

1. Professional Development: Training and certification progress - use when employee is pursuing additional qualifications

2. Client Feedback: Include when employee has direct client interactions

3. Team Leadership: Include for senior accountants with management responsibilities

4. Special Projects: Include when employee participated in non-routine assignments

Suggested Schedules

1. Performance Metrics Data: Detailed statistics and KPI measurements

2. Training Record: List of completed professional development activities

3. Improvement Plan: Specific actions for addressing performance gaps if needed

4. Previous Appraisal Summary: Key points from last review for progress comparison

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 governing employment rights in the UK, relevant for ensuring fair treatment in performance evaluations and protecting against unfair dismissal based on performance reviews. Provides framework for basic employment rights that must be reflected in appraisal processes.

Equality Act 2010: Legislation ensuring non-discrimination and equal treatment in workplace processes, including performance appraisals. Requires objective performance criteria, fair evaluation methods, and reasonable adjustments for disabled employees.

Data Protection Act 2018 and UK GDPR: Regulations governing the handling, storage, and processing of personal data in appraisals, including employee rights to access their records and confidentiality requirements in performance reviews.

Professional Standards - ICAEW and FRC: Professional requirements from the Institute of Chartered Accountants and Financial Reporting Council that set standards for accountant performance, ethics, and conduct which should be incorporated into performance metrics.

Health and Safety at Work Act 1974: Legislation relating to workplace safety and wellbeing, relevant when evaluating compliance with safety procedures and considering workplace wellbeing in performance reviews.

Working Time Regulations 1998: Regulations governing working hours and work-life balance, important when evaluating workload, overtime, and performance expectations in the appraisal process.

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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