Employee Manager Evaluation Form Template for England and Wales

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Key Requirements PROMPT example:

Employee Manager Evaluation Form

"I need an Employee Manager Evaluation Form for our tech startup that focuses heavily on innovation and remote work capabilities, with specific sections for evaluating digital collaboration skills and autonomous project delivery."

Document background
The Employee Manager Evaluation Form is a critical HR document used in organizations across England and Wales to facilitate structured performance reviews. It enables managers to assess employee performance against predetermined criteria while ensuring compliance with UK employment legislation. This document should be used during formal performance reviews, typically conducted annually or bi-annually, to evaluate employee achievements, identify areas for improvement, and document development plans. The form includes sections for objective assessment, competency evaluation, and future planning, while maintaining compliance with data protection requirements and employment equality standards.
Suggested Sections

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

2. Performance Metrics: Key performance indicators and objectives assessment

3. Competency Assessment: Evaluation of core competencies and skills

4. Overall Rating: Summary evaluation score with explanation

5. Signatures: Space for employee and manager signatures and dates

Optional Sections

1. Development Plan: Future growth objectives and training needs, used when career progression is being discussed

2. 360-Degree Feedback: Input from peers and other stakeholders, used in more comprehensive evaluations

3. Performance Improvement Plan: Specific actions for improvement, used when performance issues are identified

Suggested Schedules

1. Rating Scale Guide: Detailed explanation of evaluation criteria and scoring system

2. Company Competency Framework: Reference document detailing expected competencies for the role

3. Previous Evaluation Summary: Summary of last evaluation for progress tracking

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

Industries

Employment Rights Act 1996: Key legislation governing fair treatment requirements, documentation of performance assessments, and their relation to potential disciplinary actions. Ensures proper documentation and fairness in employee evaluations.

Equality Act 2010: Legislation ensuring prevention of discrimination based on protected characteristics, requiring fair and objective evaluation criteria, and mandating reasonable adjustments for disabled employees in the evaluation process.

Data Protection Act 2018 and UK GDPR: Regulations governing the processing of personal data, storage and confidentiality of evaluation records, employee's right to access their evaluation data, and data retention periods for evaluation documentation.

Human Rights Act 1998: Legislation protecting employees' right to fair treatment, right to privacy, and dignity at work during the evaluation process.

ACAS Code of Practice: Best practice guidelines for performance management, including fair and transparent evaluation processes and the right to be accompanied in evaluation meetings.

Company Policies: Internal organizational rules and procedures that must be incorporated into the evaluation process to ensure consistency with established company practices.

Industry Regulations: Sector-specific requirements that may affect how manager evaluations are conducted within particular industries.

Employment Contract Terms: Specific contractual obligations and terms that must be considered when conducting manager evaluations to ensure compliance with employment agreements.

Collective Agreements: Any applicable union or collective bargaining agreements that may impact the evaluation process and criteria for manager 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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