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Performance Appraisal Letter for the United Kingdom

Performance Appraisal Letter Template for England and Wales

A Performance Appraisal Letter is a formal document used in England and Wales to document and communicate the outcomes of an employee's performance review. It provides a written record of the evaluation of an employee's work performance, achievements, and areas for development over a specific period. The document must comply with UK employment law, including the Employment Rights Act 1996 and the Equality Act 2010, and typically includes performance ratings, feedback, and future objectives.

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What is a Performance Appraisal Letter?

The Performance Appraisal Letter serves as a crucial documentation tool in the employee performance management process within England and Wales. It is typically issued following formal performance reviews, usually conducted annually or bi-annually, and forms part of an employee's permanent record. The letter should align with UK employment legislation and best practices, providing clear, objective feedback while maintaining compliance with data protection requirements. Performance Appraisal Letters are essential for tracking professional development, supporting promotion decisions, and addressing performance concerns in a legally compliant manner.

What sections should be included in a Performance Appraisal Letter?

1. Employee Details: Name, position, department, and employment duration

2. Appraisal Period: Time period covered by the assessment

3. Performance Assessment: Evaluation of agreed objectives and key performance indicators

4. Competency Review: Assessment of skills, behaviors, and competencies

5. Overall Rating: Summary evaluation and performance grade if applicable

What sections are optional to include in a Performance Appraisal Letter?

1. Development Goals: Future objectives and development areas, used when continuing employment

2. Compensation Review: Salary/bonus considerations, included if part of performance review cycle

3. Performance Improvement Plan: Specific actions required to address underperformance, included when necessary

What schedules should be included in a Performance Appraisal Letter?

1. Performance Metrics: Detailed breakdown of performance against specific KPIs

2. Development Plan: Detailed training and development recommendations

3. Previous Appraisal Summary: Reference to previous performance reviews if relevant

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

Document Type

Evaluation Form

Cost

Free to use
Relevant legal definitions




















Clauses




















Industries

Employment Rights Act 1996: Primary legislation setting out basic employment rights, including requirements for written statements, protection against unfair dismissal, and fair performance management processes

Equality Act 2010: Legislation ensuring non-discrimination in performance appraisals based on protected characteristics (age, gender, race, disability, etc.), including requirements for reasonable adjustments and fair evaluation criteria

Data Protection Act 2018 and UK GDPR: Regulations governing the processing, storage, and security of personal data from appraisals, including employee rights regarding their information and data retention requirements

Human Rights Act 1998: Legislation protecting fundamental rights including privacy, fair treatment, and protection against degrading treatment in employment contexts

ACAS Code of Practice: While not legislation, provides essential guidance on fair procedures for performance management that courts consider in employment disputes

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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