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Work Evaluation for the United Kingdom

Work Evaluation Template for England and Wales

A standardized document template governed by English and Welsh law, designed to facilitate systematic employee performance evaluation. The template ensures compliance with UK employment legislation while providing a structured framework for assessing work performance, setting objectives, and documenting professional development needs. It incorporates essential elements required by the Employment Rights Act 1996 and maintains alignment with the Equality Act 2010 and data protection regulations.

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What is a Work Evaluation?

The Work Evaluation Template serves as a crucial tool for organizations operating under English and Welsh jurisdiction to conduct fair and comprehensive employee assessments. This document is specifically designed to align with UK employment law requirements, including the Employment Rights Act 1996, Equality Act 2010, and data protection regulations. The template facilitates objective evaluation of employee performance, goal-setting, and development planning while ensuring legal compliance and maintaining proper documentation of the evaluation process.

What sections should be included in a Work Evaluation?

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

2. Performance Criteria: Specific metrics and competencies being evaluated

3. Rating Scale: Clear explanation of the evaluation scoring system

4. Performance Summary: Overall assessment of employee performance

5. Goals and Objectives: Review of past goals and setting of new objectives

What sections are optional to include in a Work Evaluation?

1. Development Plan: Training and improvement recommendations - use when specific development needs are identified

2. Compensation Review: Salary and benefits considerations - use when evaluation is linked to compensation decisions

3. 360-Degree Feedback: Input from multiple stakeholders - use when comprehensive feedback from various sources is required

What schedules should be included in a Work Evaluation?

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

2. Supporting Documentation: Additional evidence of performance, including projects and achievements

3. Previous Evaluation History: Summary of past evaluations for comparison

4. Development Resources: Available training and development opportunities

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 governing fair evaluation procedures, protection against unfair treatment, and the right to receive written statements about performance in the workplace

Equality Act 2010: Legislation ensuring prevention of discriminatory evaluation practices, consideration of protected characteristics, and requirements for reasonable adjustments for disabled employees

Data Protection Act 2018 and UK GDPR: Regulations concerning the processing and storing of personal performance data, employee privacy rights, data retention periods, and access to evaluation records

Human Rights Act 1998: Legislation ensuring right to fair treatment, privacy considerations, and dignity at work in the evaluation process

ACAS Code of Practice: Best practice guidelines for performance management and fair and transparent evaluation procedures

Health and Safety at Work Act 1974: Legislation governing evaluation of health and safety compliance and work environment considerations in performance 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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