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Supervisor Appraisal Form for the United Kingdom

Supervisor Appraisal Form Template for England and Wales

A Supervisor Appraisal Form is a formal document used in England and Wales for evaluating employee performance, setting objectives, and documenting professional development needs. It complies with UK employment law, including the Employment Rights Act 1996 and Equality Act 2010, ensuring fair and objective assessment while protecting both employer and employee interests. The form serves as an official record of performance reviews and helps maintain consistency in employee evaluations across an organization.

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Supervisor Appraisal Form

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What is a Supervisor Appraisal Form?

The Supervisor Appraisal Form is a crucial tool for performance management in organizations operating under English and Welsh jurisdiction. It is designed to facilitate structured performance discussions between supervisors and their direct reports, typically used during annual or bi-annual reviews. The form includes sections for evaluating performance against set objectives, identifying development needs, and planning future goals. This document ensures compliance with UK employment legislation while providing a clear audit trail of performance management discussions. The form should be completed during formal appraisal meetings and stored securely in accordance with data protection requirements.

What sections should be included in a Supervisor Appraisal Form?

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

2. Performance Period: Timeframe covered by the appraisal

3. Key Responsibilities Review: Assessment of core job duties and responsibilities

4. Objectives Assessment: Review of previously set objectives and achievement levels

5. Competencies Evaluation: Assessment of key skills and behaviors

6. Overall Performance Rating: Summary rating with defined scale

What sections are optional to include in a Supervisor Appraisal Form?

1. Development Needs: Training and development requirements - use when specific skill gaps are identified

2. Career Aspirations: Discussion of career goals and progression - use for companies with structured career development programs

3. Wellness Assessment: Review of work-life balance and wellbeing - use when organization has specific wellness initiatives

What schedules should be included in a Supervisor Appraisal Form?

1. Performance Rating Scale: Detailed explanation of rating criteria

2. Competency Framework: Detailed breakdown of expected competencies for the role

3. Personal Development Plan: Template for recording agreed development actions

Authors

Alex Denne

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

Jurisdiction

England and Wales

Document Type

Evaluation Form

Cost

Free to use
Relevant legal definitions














Clauses


























Industries

Employment Rights Act 1996: Key legislation governing fair treatment in performance evaluations, record keeping requirements, and protection against unfair dismissal based on performance reviews

Equality Act 2010: Ensures prevention of discrimination based on protected characteristics, objective assessment criteria, reasonable adjustments for disabled employees, and equal opportunities in career development

Data Protection Act 2018 and UK GDPR: Regulates processing of personal data, storage and retention of appraisal records, employee's right to access their information, and confidentiality requirements

Human Rights Act 1998: Protects right to privacy, right to fair treatment, and dignity at work in the context of performance appraisals

Management of Health and Safety at Work Regulations 1999: Covers assessment of work-related stress and mental health considerations in performance management

ACAS Code of Practice: Provides guidance on best practices for performance management, fair and transparent appraisal processes, and right to be accompanied in performance review meetings

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, 聽Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination, 聽Severance Pay, Governing Law, Entire Agreemen

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