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Supervisor Assessment Form for the United Kingdom

Supervisor Assessment Form Template for England and Wales

A Supervisor Assessment Form is a formal document used in England and Wales for evaluating employee performance, competencies, and development needs. The form provides a structured framework for supervisors to assess their direct reports against predetermined criteria, ensuring compliance with UK employment law and data protection regulations. It serves as an official record of performance reviews and supports fair and transparent assessment processes.

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Supervisor Assessment Form

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What is a Supervisor Assessment Form?

The Supervisor Assessment Form is a crucial document in performance management processes across England and Wales. It provides a standardized method for evaluating employee performance, documenting achievements, and identifying areas for development. This form ensures compliance with UK employment legislation while maintaining clear records of assessments for HR purposes. The document typically includes performance metrics, competency evaluations, and development planning sections, making it essential for regular performance reviews and employee development discussions.

What sections should be included in a Supervisor Assessment Form?

1. Employee Information: Basic details including name, position, department, employee ID

2. Supervisor Information: Details of the assessing supervisor including name, position, and department

3. Assessment Period: Timeframe covered by the assessment and date of review

4. Performance Criteria: Core competencies and skills being assessed with detailed rating criteria

5. Rating Scale: Definition of assessment scoring system and performance levels

6. Overall Assessment: Summary evaluation and final rating with supporting comments

7. Signatures: Sign-off section for supervisor and employee with date fields

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

1. Development Goals: Section for documenting future objectives and improvement areas for developmental reviews

2. Health & Safety Competency: Specific section for assessment of safety-related skills and compliance for safety-critical roles

3. Project-Specific Performance: Detailed evaluation of specific project contributions and outcomes for project-based roles

What schedules should be included in a Supervisor Assessment Form?

1. Competency Framework: Detailed breakdown of assessment criteria and expected performance standards

2. Evidence Log: Template for documenting specific examples and evidence supporting assessment decisions

3. Development Plan Template: Structured format for recording agreed development actions and timelines

4. Previous Assessment History: Summary template for recording historical performance reviews and ratings

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶ÒõÊÓÆµ | 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: Primary legislation governing employment rights in England and Wales, providing framework for fair treatment and assessment of employees

Equality Act 2010: Ensures assessment criteria and processes are non-discriminatory across protected characteristics

UK General Data Protection Regulation (UK GDPR): Regulates the processing and storage of personal data in assessment records and evaluations

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

Health and Safety at Work Act 1974: Fundamental legislation for workplace safety, relevant when assessing safety-related competencies

Management of Health and Safety at Work Regulations 1999: Specific requirements for managing safety at work, including competency assessment for safety-critical roles

The Limitation Act 1980: Defines statutory periods for retaining assessment records and documentation

ACAS Guidelines: Best practice guidance for conducting fair and effective performance assessments and management

Professional Body Requirements: Industry-specific standards and competency frameworks that may apply to supervisor assessments

Collective Agreements: Any relevant workplace agreements that may affect the assessment process and criteria

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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