Employee Safety Performance Evaluation Form Template for England and Wales

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Key Requirements PROMPT example:

Employee Safety Performance Evaluation Form

"I need an Employee Safety Performance Evaluation Form for our construction site workers that includes specific sections on heavy machinery operation and working at heights, to be implemented across our 15 UK sites by March 2025."

Document background
The Employee Safety Performance Evaluation Form is a crucial document used by organizations in England and Wales to assess and document individual employee compliance with workplace safety requirements. It serves as both a performance management tool and a legal record, demonstrating compliance with the Health and Safety at Work etc. Act 1974 and related regulations. The form typically includes assessments of safety awareness, protocol compliance, incident reporting, and specific job-related safety requirements. It helps organizations identify training needs, document safety performance, and maintain records for regulatory compliance.
Suggested Sections

1. Employee Information: Basic details including name, position, department, evaluation period, and employee ID

2. Safety Rules Compliance: Assessment of adherence to workplace safety protocols and procedures, including scoring criteria and examples

3. Risk Awareness and Management: Evaluation of employee's ability to identify, assess and respond to safety risks in the workplace

4. Incident Reporting and Response: Assessment of proper reporting of accidents, near-misses, and hazards, including timeliness and completeness

5. PPE Compliance: Evaluation of proper use, maintenance and care of personal protective equipment

6. Training Completion: Review of mandatory safety training completion and certification status

7. Overall Performance Rating: Final safety performance score and summary of evaluation findings

Optional Sections

1. Safety Leadership Assessment: Evaluation of safety leadership capabilities, team guidance, and promotion of safety culture - applicable for supervisory roles

2. Specialized Equipment Operation: Assessment of safe operation and maintenance of specific machinery or equipment - applicable for technical roles

3. Safety Innovation and Improvement: Evaluation of contributions to improving workplace safety processes and procedures - for senior roles or comprehensive evaluations

4. Contractor Safety Management: Assessment of ability to manage contractor safety requirements - applicable for project managers or site supervisors

Suggested Schedules

1. Schedule A - Safety Training Record: Detailed list of completed safety training courses, certifications, and expiry dates

2. Schedule B - Incident History Log: Comprehensive record of safety incidents, near-misses, and responses during the evaluation period

3. Schedule C - Performance Improvement Plan: Specific actions, timeline, and resources for addressing identified safety performance issues

4. Schedule D - Risk Assessment Participation Record: Documentation of involvement in risk assessments and safety initiatives during the evaluation period

5. Schedule E - Reference Documents: List of relevant safety procedures, regulations, and company policies referenced in the evaluation

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

Clauses
Industries

Health and Safety at Work etc. Act 1974: Primary legislation that provides the main framework for workplace health and safety in England and Wales, setting out general duties of both employers and employees

Management of Health and Safety at Work Regulations 1999: Key regulations covering requirements for risk assessment, safety management systems, and evaluation of safety training and competence

Data Protection Act 2018 and UK GDPR: Legislation governing personal data handling, storage and processing of evaluation records, and employee privacy rights in performance evaluations

Equality Act 2010: Legal framework to prevent discriminatory evaluation practices, ensure reasonable adjustments for disabled employees, and maintain fair assessment criteria

Safety Representatives and Safety Committees Regulations 1977: Regulations governing the appointment and rights of safety representatives and the establishment of safety committees in the workplace

RIDDOR 2013: Reporting of Injuries, Diseases and Dangerous Occurrences Regulations - mandatory requirements for reporting workplace accidents and incidents

Workplace (Health, Safety and Welfare) Regulations 1992: Regulations setting minimum standards for the workplace environment and facilities that may impact safety performance

HSE Guidance and Approved Codes of Practice: Official guidance and codes of practice from the Health and Safety Executive that provide practical advice on compliance with health and safety law

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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