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Interim Performance Review Template for England and Wales

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Key Requirements PROMPT example:

Interim Performance Review Template

Need an Interim Performance Review Template for our software development team that includes specific technical competency metrics and allows for project-based evaluation, to be implemented across our UK offices by March 2025.

Document background
The Interim Performance Review Template is designed for organizations operating under English and Welsh jurisdiction to conduct structured mid-period performance evaluations. It serves as a formal documentation tool for tracking employee progress, identifying areas for improvement, and setting objectives between annual reviews. The template ensures compliance with UK employment legislation while providing a consistent approach to performance management across the organization. It includes sections for objective assessment, competency evaluation, and development planning, supporting both employee growth and organizational documentation requirements.
Suggested Sections

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

2. Performance Objectives Review: Assessment of previously set objectives and their achievement

3. Competencies Assessment: Evaluation of core job competencies and behaviors

4. Overall Performance Rating: Summary rating with defined scale and justification

5. Future Objectives: Setting of new objectives for next review period

6. Signatures: Space for employee and reviewer signatures and dates

Optional Sections

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

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

3. Performance Improvement Plan: Specific actions for addressing performance concerns - include when performance is below expected standards

Suggested Schedules

1. Performance Rating Definitions: Detailed explanation of rating scale used

2. Competency Framework: Detailed descriptions of assessed competencies

3. Previous Review Summary: Key points from last review for reference

Authors

Alex Denne

Head of Growth (Open Source Law) @ ºìÐÓÖ±²¥ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions

























Clauses




















Industries

Employment Rights Act 1996: Core employment legislation covering fair treatment requirements, protection against unfair dismissal, record-keeping requirements, and the right to receive written statements about performance

Equality Act 2010: Legislation ensuring prevention of discrimination based on protected characteristics, requiring objective performance criteria, reasonable adjustments for disabled employees, and equal treatment principles

Data Protection Act 2018 and UK GDPR: Regulations governing the processing of personal data, storage and retention of performance records, employee access to performance data, and confidentiality requirements

Employment Relations Act 1999: Legislation establishing the right to be accompanied in performance review meetings and procedural fairness requirements

ACAS Code of Practice: Statutory guidance providing best practices for conducting performance reviews, procedural guidelines, and documentation requirements

Human Rights Act 1998: Legislation protecting fundamental rights including the right to privacy and right to fair treatment in employment contexts

Industry-Specific Regulations: Any sector-specific regulations that may impact performance review processes and requirements

Company Policies: Internal organizational policies and procedures that must be aligned with the performance review process

Employment Contract Terms: Specific contractual obligations and terms relating to performance management and review processes

Collective Agreements: Any applicable union or collective bargaining agreements that may affect the performance review process

Performance Management Case Law: Relevant legal precedents and judicial decisions that shape the implementation of performance review processes

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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