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Hourly Performance Review for the United Kingdom

Hourly Performance Review Template for England and Wales

This document is a standardized template for conducting performance reviews of hourly employees under English and Welsh law. It provides a structured framework for evaluating employee performance, ensuring compliance with UK employment legislation including the Employment Rights Act 1996 and Equality Act 2010. The template includes sections for objective assessment, feedback documentation, and development planning, while maintaining legal compliance with data protection requirements and fair employment practices.

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What is a Hourly Performance Review?

The Hourly Performance Review Template is designed to facilitate fair and consistent evaluation of hourly employees' work performance in England and Wales. It ensures compliance with UK employment law while providing a structured approach to performance assessment. This document should be used for regular performance reviews of hourly workers, typically conducted quarterly or bi-annually, capturing key performance indicators, achievements, areas for improvement, and development goals. The template helps organizations maintain proper documentation for HR purposes while protecting both employer and employee interests under relevant employment legislation.

What sections should be included in a Hourly Performance Review?

1. Employee Information: Basic details including name, position, department, and manager

2. Performance Period: Time period covered by the review

3. Performance Criteria: Specific metrics and competencies being evaluated

4. Rating Scale: Definition of performance rating levels

5. Overall Assessment: Summary of performance evaluation

6. Signatures: Space for employee and reviewer signatures

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

1. Development Goals: Future objectives and improvement areas - use when creating long-term development plans

2. Training Recommendations: Suggested training or development activities - use when specific skill gaps are identified

3. Compensation Review: Pay-related recommendations - use when review is linked to compensation decisions

What schedules should be included in a Hourly Performance Review?

1. Performance Metrics Detail: Detailed breakdown of specific performance indicators

2. Previous Reviews Summary: Summary of past performance reviews

3. Job Description: Current role requirements and responsibilities

4. Development Plan: Detailed action plan for improvement areas

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

Employment Rights Act 1996: Primary legislation covering basic employment rights, the right to receive written particulars of employment, and protection against unfair treatment in the workplace

Equality Act 2010: Legislation ensuring protection against discrimination, requiring fair and objective assessment criteria, and mandating reasonable adjustments for disabled employees in performance reviews

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

Employment Relations Act 1999: Legislation establishing the right to be accompanied in performance reviews and ensuring fair procedures for meetings

Working Time Regulations 1998: Regulations concerning working hours, patterns, and rest break compliance that may be relevant to performance assessment

ACAS Code of Practice: Guidelines for following fair procedures and best practices in performance management processes

National Minimum Wage Act 1998: Legislation ensuring compliance with minimum wage requirements when performance reviews are linked to pay decisions

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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