The Qualitative Performance Review Template is designed for organizations operating in England and Wales who need to conduct regular, structured employee performance assessments. It serves as a comprehensive framework for evaluating employee performance, setting objectives, and documenting development needs. The template ensures compliance with UK employment legislation while providing a consistent approach to performance management across all levels of an organization. It includes sections for objective setting, competency assessment, achievement review, and development planning, making it suitable for both annual reviews and interim performance discussions.
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1. Employee Information: Basic details including name, position, department, and review period
2. Performance Criteria: Specific areas being assessed and measurement criteria
3. Rating Scale: Definition of performance rating levels
4. Overall Assessment: Summary evaluation and final rating
5. Signatures: Space for reviewer and employee signatures and dates
1. Development Plan: Future growth opportunities and training needs - use when specific development areas are identified
2. Previous Goals Review: Assessment of goals from last review period - use for follow-up reviews
3. Compensation Review: Salary and benefits considerations - use when review is tied to compensation decisions
1. Performance Metrics: Detailed breakdown of specific performance indicators
2. Competency Framework: Detailed descriptions of required competencies for the role
3. Development Resources: List of available training and development opportunities
4. Review Process Guide: Step-by-step guide to the review process and appeal procedures
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