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Work Performance Review for the United Kingdom

Work Performance Review Template for England and Wales

A Work Performance Review Template is a standardized document used in England and Wales for evaluating employee performance, setting objectives, and documenting professional development. Compliant with UK employment law, including the Employment Rights Act 1996 and Equality Act 2010, this template provides a structured framework for conducting fair and consistent performance reviews while ensuring data protection requirements are met under UK GDPR.

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What is a Work Performance Review?

The Work Performance Review Template is designed to facilitate consistent and fair employee evaluations across organizations in England and Wales. It provides a structured format for documenting performance assessments, setting objectives, and tracking professional development while ensuring compliance with UK employment legislation. This template should be used for regular performance reviews, typically conducted annually or bi-annually, and includes sections for performance metrics, achievements, development goals, and feedback. The document helps maintain clear records of employee progress and supports fair employment practices.

What sections should be included in a Work Performance Review?

1. Employee Information: Basic details including name, position, department, and review period

2. Performance Metrics: Key performance indicators and evaluation criteria

3. Achievement Assessment: Evaluation of goals and objectives from previous review period

4. Rating Scale: Definition of performance rating categories

5. Future Objectives: Goals and targets for next review period

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

1. Skills Development: Assessment of technical and soft skills development - used for roles with specific skill requirements or development paths

2. 360-Degree Feedback: Feedback from colleagues and stakeholders - used for management or customer-facing roles

3. Compensation Review: Salary and benefits considerations - used when review is linked to compensation decisions

What schedules should be included in a Work Performance Review?

1. Performance Metrics Definitions: Detailed explanation of how each metric is measured

2. Development Plan Template: Structured format for recording training and development needs

3. Previous Review Summary: Overview of past performance reviews and progress

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

England and Wales

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions

























Clauses

























Industries

Employment Rights Act 1996: Primary legislation governing employment rights in England and Wales, including unfair dismissal provisions, requirements for written statements of employment particulars, and basic employment rights that must be considered in performance reviews.

Equality Act 2010: Legislation ensuring non-discrimination in employment practices, requiring performance metrics and evaluation criteria to be free from bias regarding protected characteristics and mandating reasonable adjustments for disabled employees.

Data Protection Act 2018 and UK GDPR: Legal framework governing the processing and storage of personal data, including how performance information can be collected, stored, shared, and employees' rights to access their performance records.

Human Rights Act 1998: Legislation protecting fundamental rights including right to privacy and family life, and right to fair treatment in employment context, which must be respected in performance review processes.

ACAS Code of Practice: Guidelines on disciplinary and grievance procedures, providing best practices for handling performance issues and ensuring procedural fairness in performance reviews and related actions.

Industry-Specific Regulations: Sector-specific rules and requirements that may impact how performance reviews are conducted within particular industries or professional fields.

Company Policies: Internal organizational rules and procedures that must be aligned with the performance review process while complying with relevant legislation.

Employment Contract Terms: Specific contractual obligations and terms that may affect how performance reviews are conducted and their potential outcomes.

Collective Agreements: Any agreements between employers and trade unions or staff associations that may contain provisions relating to performance review processes and procedures.

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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