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Performance Review Letter for the United Kingdom

Performance Review Letter Template for England and Wales

A Performance Review Letter is a formal document used in England and Wales to document an employee's performance evaluation, achievements, and areas for development over a specific period. It serves as an official record of the performance review meeting and typically includes specific feedback, goals, and action points. The document must comply with UK employment law, including the Employment Rights Act 1996 and the Equality Act 2010, while following ACAS guidelines for fair performance management.

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What is a Performance Review Letter?

The Performance Review Letter is a crucial document in the employee performance management cycle under English and Welsh law. It is typically used following formal performance review meetings to document discussions, establish clear performance expectations, and set development goals. The letter serves multiple purposes: it provides a written record of the review process, helps track employee progress, supports career development decisions, and may be referenced in future employment matters. The document must be drafted in compliance with UK employment legislation and should align with the organization's HR policies and procedures. Performance Review Letters are particularly important in cases where performance improvements are required or when documenting achievements for promotion considerations.

What sections should be included in a Performance Review Letter?

1. Letter Header: Company letterhead, date, employee details, reference number

2. Review Period: Specific time period covered by the review

3. Performance Assessment: Evaluation of key performance indicators and objectives

4. Areas of Achievement: Specific successes and accomplishments during the review period

5. Areas for Improvement: Identified development needs and action points requiring attention

6. Next Steps: Future objectives and development plan for the coming period

What sections are optional to include in a Performance Review Letter?

1. Salary Review: Details of any compensation changes based on performance outcomes

2. Training Requirements: Specific training or development needs identified during the review

3. Promotion Considerations: Discussion of potential career progression opportunities and requirements

What schedules should be included in a Performance Review Letter?

1. Performance Metrics Appendix: Detailed statistics and KPI achievements with supporting data

2. Development Plan Appendix: Detailed action plan outlining specific steps for improvement areas

3. Previous Review Summary: Reference document showing progress from past performance reviews

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

Document Type

Evaluation Form

Cost

Free to use
Relevant legal definitions




















Clauses




















Industries

Employment Rights Act 1996: Primary legislation setting out basic employment rights, unfair dismissal provisions, and performance management procedures. Crucial for ensuring the performance review process adheres to statutory employment rights.

Equality Act 2010: Ensures performance reviews are conducted without discrimination, considering protected characteristics and making reasonable adjustments for disabled employees. Key for maintaining fair and unbiased evaluations.

Data Protection Act 2018 and UK GDPR: Governs the handling, storage, and processing of personal data in performance reviews, including employee's right to access their records and ensuring data privacy compliance.

ACAS Code of Practice: Provides best practice guidelines for performance management, including fair and transparent procedures and the right to be accompanied in formal meetings. Essential for procedural compliance.

Contract Law Principles: Encompasses terms of employment contract, specific performance review provisions, and company policies and procedures that must be adhered to during the review process.

Human Rights Act 1998: Ensures right to fair treatment, privacy considerations, and dignity at work during the performance review process. Fundamental for protecting employee rights.

Company Policies: Internal organizational guidelines and procedures that govern the performance review process and must be aligned with legal requirements.

Industry Regulations: Sector-specific rules and standards that may impact how performance reviews are conducted in particular industries.

Collective Agreements: Any agreements between employer and trade unions or worker representatives that may affect the performance review process.

Professional Standards: Relevant professional or occupational standards that should be considered when evaluating performance in specific roles or sectors.

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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