Performance Review Template UK

PERFORMANCE REVIEW AND APPRAISAL DOCUMENT

CONFIDENTIAL

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1. GENERAL INFORMATION

Employee Name: [___________________________]
Job Title: [___________________________]
Department: [___________________________]
Appraiser/Manager Name: [___________________________]
Review Period: From [____/____/____] to [____/____/____]
Date of Review Meeting: [____/____/____]

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2. PERFORMANCE REVIEW SUMMARY

Core Responsibilities Review:
Evaluate the employee’s performance against the key responsibilities outlined in their current job description.

[__________________________________________________________________________]
[__________________________________________________________________________]

Achievement of Objectives:
List specific objectives set during the previous period and provide an assessment of progress.

1. [__________________________] | Status: [__________________________]
2. [__________________________] | Status: [__________________________]
3. [__________________________] | Status: [__________________________]

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3. COMPETENCY ASSESSMENT

Please rate the following competencies on a scale of 1 (Needs Improvement) to 5 (Exemplary):

• Quality of Work: [___]
• Reliability & Punctuality: [___]
• Communication Skills: [___]
• Teamwork & Collaboration: [___]
• Technical Proficiency: [___]

Comments on Competencies:
[__________________________________________________________________________]

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4. DEVELOPMENT AND TRAINING

Strengths:
[__________________________________________________________________________]

Areas for Improvement:
[__________________________________________________________________________]

Training & Development Needs:
Detail any resources, training, or mentorship required for the upcoming period:
[__________________________________________________________________________]

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5. OBJECTIVES FOR THE NEXT REVIEW PERIOD

1. [__________________________________________________________________________]
2. [__________________________________________________________________________]
3. [__________________________________________________________________________]

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6. EMPLOYEE FEEDBACK

Employee comments regarding the review process, career aspirations, or company support:
[__________________________________________________________________________]

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7. FORMAL SIGNATURES

By signing below, both parties acknowledge that this document accurately reflects the discussion held during the performance review meeting.

Appraiser/Manager Signature:

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Print Name: [___________________________]
Date: [____/____/____]

Employee Signature:

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Print Name: [___________________________]
Date: [____/____/____]

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This document constitutes a formal record of employment performance and will be stored in the employee’s personnel file in accordance with the Data Protection Act 2018 (UK GDPR).