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Apprentice Performance Review for the United Kingdom

Apprentice Performance Review Template for England and Wales

A standardized document template designed for conducting formal performance reviews of apprentices in England and Wales. The template ensures compliance with UK apprenticeship regulations while providing a structured framework for assessing progress against learning objectives, workplace competencies, and professional development goals. It incorporates elements required by the Apprenticeships, Skills, Children and Learning Act 2009 and related legislation.

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What is a Apprentice Performance Review?

The Apprentice Performance Review Template is a crucial document for organizations managing apprenticeship programs in England and Wales. It facilitates regular assessment of apprentices' progress, ensuring compliance with statutory requirements while supporting their professional development. The template should be used at agreed intervals throughout the apprenticeship period, typically quarterly or bi-annually, to document achievement of learning outcomes, workplace competencies, and identify areas for development. It serves as both a progress tracking tool and official record of the apprentice's journey.

What sections should be included in a Apprentice Performance Review?

1. Apprentice Information: Basic details including name, employee number, department, supervisor details, and apprenticeship program

2. Review Period: Specific dates covered by the review and stage of apprenticeship

3. Performance Objectives: Assessment against set objectives, competencies, and key performance indicators

4. Training Progress: Evaluation of progress against required qualifications, training modules, and learning outcomes

5. Attendance and Punctuality: Record of attendance, timekeeping, and compliance with working hours requirements

6. Overall Performance Rating: Summary evaluation and rating of the apprentice's overall performance

What sections are optional to include in a Apprentice Performance Review?

1. Health and Safety Compliance: Assessment of compliance with health and safety requirements for technical or industrial apprenticeships

2. Customer Feedback: Documentation of external feedback and performance in customer-facing situations

3. Project Work: Evaluation of specific project contributions and achievements

4. Behavioral Competencies: Assessment of soft skills, teamwork, and professional conduct

What schedules should be included in a Apprentice Performance Review?

1. Competency Framework: Detailed breakdown of required competencies and assessment criteria for the specific apprenticeship program

2. Training Log: Comprehensive record of completed training modules, qualifications, and certifications

3. Development Plan: Agreed actions, development goals, and timeline for the next review period

4. Evidence Portfolio: Collection of supporting evidence, achievements, and documentation of competencies

Authors

Alex Denne

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

Jurisdiction

England and Wales

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions





















Clauses























Industries

Apprenticeships, Skills, Children and Learning Act 2009: Primary legislation governing apprenticeships in England and Wales, establishing the legal framework for apprenticeship agreements and standards

Education and Skills Act 2008: Legislation covering education and training for young people, including provisions relevant to apprenticeships

Employment Rights Act 1996: Core employment legislation defining basic employment rights that also apply to apprentices

Equality Act 2010: Legislation ensuring fair and non-discriminatory treatment in performance reviews and general employment practices

Apprenticeships (Form of Apprenticeship Agreement) Regulations 2012: Specific regulations detailing requirements for apprenticeship agreements and their content

Apprenticeships (Miscellaneous Provisions) Regulations 2017: Updated regulations covering various aspects of apprenticeship administration and management

UK General Data Protection Regulation (UK GDPR): Data protection legislation governing how personal information in performance reviews must be handled and stored

Data Protection Act 2018: UK's implementation of data protection requirements, complementing UK GDPR

Health and Safety at Work Act 1974: Legislation relevant when performance reviews include health and safety competency assessments

Working Time Regulations 1998: Regulations governing working hours and rest periods that may affect performance criteria

National Minimum Wage Legislation: Legislation specifying minimum wage requirements for apprentices, which may be relevant to performance review periods

ACAS Guidelines: Best practice guidelines for conducting fair and effective performance reviews in the workplace

ESFA Requirements: Education and Skills Funding Agency requirements for apprenticeship delivery and assessment

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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