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Annual Review Form Template for England and Wales

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Key Requirements PROMPT example:

Annual Review Form

"I need an Annual Review Form for a senior software developer in our London office, including sections for technical competency evaluation and project delivery metrics, to be used in the March 2025 review cycle."

What is a Annual Review Form?

The Annual Review Form is a crucial document used in England and Wales for managing employee performance and development. It serves as an official record of the annual performance review process, documenting achievements, areas for improvement, and future objectives. This document helps organizations comply with employment law requirements while providing a structured approach to performance management. The form typically includes sections for performance evaluation, goal setting, and development planning, ensuring consistency and fairness in the review process across the organization.

What sections should be included in a Annual Review Form?

1. Employee Information: Basic details including name, position, department, and length of service

2. Performance Assessment: Evaluation of performance against agreed objectives and KPIs

3. Competency Review: Assessment of core competencies and skills

4. Goal Setting: Objectives for the coming year

5. Signatures: Sign-off from employee and reviewer

What sections are optional to include in a Annual Review Form?

1. Training and Development: Section for documenting specific development needs and training requirements

2. Salary Review: Section for discussing compensation and remuneration decisions

3. Career Progression: Section for documenting career advancement opportunities and plans

What schedules should be included in a Annual Review Form?

1. Performance Metrics: Detailed data and statistics on performance indicators

2. Development Plan: Specific action plans for training and professional improvement

3. Previous Year's Objectives: Documentation of past goals and achievements

4. Competency Framework: Reference guide detailing competency assessment criteria

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions















Clauses















Industries

Employment Rights Act 1996: Primary legislation governing employment rights in England and Wales, including requirements for written statements of employment terms and ensuring fair treatment in performance reviews

Equality Act 2010: Legislation ensuring protection against discrimination, with requirements that review criteria must be non-discriminatory and reasonable adjustments made for disabled employees

Data Protection Act 2018 and UK GDPR: Regulations governing the processing and storing of personal data, employee privacy rights, and record keeping requirements in performance reviews

Human Rights Act 1998: Legislation ensuring right to fair treatment, privacy considerations, and freedom of expression in employment contexts

ACAS Code of Practice: Statutory guidance providing best practices for performance management, procedural fairness, and documentation requirements in employee reviews

Industry-specific regulations: Sector-specific rules and requirements that may affect how performance reviews are conducted in particular industries

Company policies: Internal organizational procedures and guidelines that must be incorporated into the annual review process

Case law precedents: Relevant legal decisions and precedents affecting how performance reviews should be conducted and documented

Collective agreements: Any applicable union or collective bargaining agreements that may impact the review process and criteria

Professional standards: Relevant professional qualifications and standards that need to be considered in employee performance evaluation

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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