Ƶ

Self Assessment Report Of An Employee for the United Kingdom

Self Assessment Report Of An Employee Template for England and Wales

A Self Assessment Report is a formal document used in England and Wales for employees to evaluate their own performance, achievements, and development needs over a specified period. The document complies with UK employment law and data protection regulations, providing a structured framework for employees to reflect on their work, document achievements, and identify areas for improvement. It forms part of the performance management process and can be used for career development discussions.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Self Assessment Report Of An Employee

Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

What is a Self Assessment Report Of An Employee?

The Self Assessment Report Of An Employee is a critical tool in modern performance management systems within England and Wales. It enables employees to participate actively in their performance review process by documenting their achievements, challenges, and development needs. This document is typically used during annual or bi-annual performance reviews, helping to facilitate meaningful discussions between employees and their managers. It should align with UK employment legislation, including the Employment Rights Act 1996 and data protection requirements, while providing a fair and objective basis for performance evaluation and career development planning.

What sections should be included in a Self Assessment Report Of An Employee?

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

2. Performance Period: Timeframe covered by the assessment

3. Key Responsibilities: Main duties and responsibilities of the role

4. Objectives Assessment: Evaluation of previously set objectives and their achievement

5. Skills Assessment: Evaluation of core competencies and skills

6. Overall Performance Rating: Summary rating of performance during the assessment period

What sections are optional to include in a Self Assessment Report Of An Employee?

1. Development Goals: Future objectives and development plans - used when planning career progression

2. Training Needs: Identified areas requiring additional training - used when skill gaps are identified

3. Project Achievements: Specific project contributions and outcomes - used for project-based roles

4. Leadership Assessment: Evaluation of leadership capabilities - used for management positions

What schedules should be included in a Self Assessment Report Of An Employee?

1. Performance Metrics: Detailed breakdown of performance indicators and measurements

2. Evidence Portfolio: Supporting documentation of achievements and work samples

3. Training Records: Record of completed training and certifications during the assessment period

4. Previous Objectives: List of objectives from previous assessment period

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

UK GDPR and Data Protection Act 2018: Key legislation governing how personal data must be handled, processed and protected in self-assessment reports, ensuring compliance with data protection principles and individual privacy rights

Employment Rights Act 1996: Fundamental legislation covering employee rights, including regulations on performance reviews, record-keeping, and ensuring fair treatment in workplace assessments

Equality Act 2010: Legislation ensuring non-discrimination in assessment processes, protection of characteristics, and consideration of reasonable adjustments for disabled employees

Human Rights Act 1998: Legislation protecting fundamental rights including privacy and fair treatment in employment contexts

Health and Safety at Work Act 1974: Legislation covering safety responsibilities and compliance in the workplace, relevant when assessing health and safety-related performance

Working Time Regulations 1998: Regulations governing working hours and patterns, important when evaluating work schedule compliance and time management

Internal HR Policies: Organization-specific policies covering performance review procedures, professional development frameworks, and assessment criteria

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

Find the exact document you need

Maintenance Employee Evaluation

A template for evaluating maintenance employees' performance, compliant with English and Welsh employment law.

Download

Executive Performance Evaluation

A template for executive performance evaluation compliant with English and Welsh law, providing a structured framework for leadership assessment.

Download

Hourly Performance Review

A legally compliant template for conducting hourly employee performance reviews under English and Welsh law.

Download

Narrative Performance Review

A legally compliant template for conducting employee performance reviews in England and Wales.

Download

60 Day Performance Review

A legally compliant 60-day employee performance review template for use in England and Wales.

Download

Real Estate Performance Review

A standardized template for evaluating real estate asset performance under English and Welsh law.

Download

Vendor Performance Evaluation

A standardized template under English and Welsh law for evaluating and monitoring vendor performance against defined criteria and KPIs.

Download

Board Self Evaluation

A governance document under English and Welsh law designed to facilitate board performance assessment and effectiveness review.

Download

Performance Appraisal

A legally compliant template for conducting employee performance reviews in England and Wales.

Download

Senior Management Review

A performance review template for senior managers, compliant with English and Welsh law, facilitating structured evaluation and objective setting.

Download

Accountant Performance Review

A standardized template for conducting accountant performance reviews, compliant with English and Welsh law and professional standards.

Download

Healthcare Performance Review

A standardized template for healthcare professional performance reviews in England and Wales, compliant with NHS and CQC requirements.

Download

General Manager Performance Review

A legally compliant template for conducting General Manager performance reviews under English and Welsh law.

Download

Chef Performance Review

A legally-compliant template for evaluating chef performance under English and Welsh law, focusing on culinary skills and food safety standards.

Download

Warehouse Employee Performance Review

A legally compliant warehouse employee performance review template for use in England and Wales, designed to evaluate warehouse workers' performance effectively.

Download

Values Based Performance Review

A legally compliant template under English and Welsh law for conducting value-aligned employee performance reviews.

Download

Upward Evaluation

A legally compliant template for upward evaluation of managers under English and Welsh law, enabling structured feedback from employees to their supervisors.

Download

Talent Evaluation

A legal framework for standardized talent assessment under English and Welsh law, ensuring compliant and fair evaluation procedures.

Download

Senior Executive Performance Review

A legally-compliant template for conducting senior executive performance reviews under English and Welsh law.

Download

Recruiter Performance Review

A legally compliant template for conducting recruiter performance reviews under English and Welsh law.

Download

Qualitative Performance Review

A standardized template for conducting employee performance evaluations under English and Welsh law.

Download

Project Manager Performance Review

A legally compliant project manager performance review template for use in England and Wales, designed to evaluate project delivery and management capabilities.

Download

Probation Review

A standardized template for conducting employee probation reviews under English and Welsh employment law.

Download

Performance Improvement Plan Review

A template for reviewing employee performance improvement progress under English and Welsh law.

Download

Performance Appraisal And Development Plan

An English and Welsh law-compliant template for conducting employee performance reviews and setting development goals.

Download

Peer Evaluation

An English and Welsh law-compliant template for conducting structured peer-to-peer evaluations within organizations.

Download

Mid Probation Review

A template for conducting mid-probation performance reviews under English and Welsh employment law.

Download

Leadership Performance Review

A standardized template for evaluating leadership performance, compliant with English and Welsh employment law and best practices.

Download

Interim Performance Review

A legally compliant template for interim employee performance reviews under English and Welsh law.

Download

Engineer Performance Review

A legally compliant engineer performance review template for use in England and Wales, designed to evaluate technical and professional competencies.

Download

Customer Service Appraisal

A standardized template for evaluating customer service staff performance, compliant with England and Wales employment legislation.

Download

Competency Based Performance Review

A legally compliant template for conducting competency-based performance reviews under English and Welsh law.

Download

Coach Performance Review

A legally compliant coach performance review template for use in England and Wales, enabling structured evaluation of coaching staff and development planning.

Download

Cleaner Performance Appraisal

A UK-compliant template for conducting performance appraisals of cleaning staff, aligned with English and Welsh employment law.

Download

Apprentice Performance Review

A template for conducting apprentice performance reviews, compliant with England and Wales apprenticeship regulations.

Download

Annual Review Report

A template for annual company performance reviews compliant with English and Welsh law requirements.

Download

Annual Management Review

A structured template for annual management reviews compliant with English and Welsh law, facilitating comprehensive organizational performance evaluation.

Download

Agency Performance Review

An England and Wales law-compliant template for structured evaluation of agency performance and service delivery.

Download

Account Management Review

A standardized template under English and Welsh law for evaluating and documenting client account performance and relationships.

Download

Vendor Appraisal Form

An England & Wales document assessing vendor capabilities, compliance, and risks for informed procurement decisions.

Download
See more related templates

ұԾ’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ұԾ’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it