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Model documents and policies

Downloadable and customisable documents relating to performance appraisals.

The Appraisal Scheme – Manager’s Pack

The Appraisal Scheme – Manager’s Pack

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Give this pack to line managers to help them prepare for annual appraisal interviews. The pack contains manager guidance notes, a self-assessment form for the employee, an appraisal form for the manager and an example 360 degree feedback form.

Performance-related pay and incentive policy

Performance-related pay and incentive policy

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This policy explains how a performance incentive plan operates in the organisation, detailing how targets will be set, the amount of incentive an employee can expect to receive and when payment will be made. The policy also covers non-financial incentives and confirms who has responsibility for the incentive scheme.

Performance appraisal policy

Performance appraisal policy

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This policy outlines the process to be followed when carrying out a performance review. The policy details the benefits of appraisal, when appraisal interviews should take place and sets out the three stages of the appraisal process that should be followed by the appraiser, including the paperwork that needs to be completed.

Skills profile

Skills profile

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This questionnaire is designed to assist the process of identifying the current attributes and future potential of individuals.

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Preparation for appraisal form (appraisee)

Preparation for appraisal form (appraisee)

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This form can be provided to an employee in advance of the performance appraisal meeting. The form encourages the employee to consider questions which will be raised during the meeting, including where they have performed well and if any additional support is needed to improve their performance.

Performance appraisal objective review form

Performance appraisal objective review form

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This form can be used during a performance appraisal to assess whether agreed objectives have been met during the appraisal period, or whether these have been partially met. The form also allows the manager to confirm where a performance related bonus is payable.

Letter to employee following a performance appraisal

Letter to employee following a performance appraisal

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Following a performance appraisal meeting, this letter can be used to confirm whether the employee met their objectives, how this affects any performance-related bonus and whether a capability process will be commenced. The letter also encloses additional documents for the employee to review and sign.

Letter inviting employee to a formal performance appraisal meeting

Letter inviting employee to a formal performance appraisal meeting

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This letter can be used to invite an employee to a formal performance appraisal meeting to review whether they have met their objectives and to agree future targets. The letter includes a deadline for the employee to complete and return their preparation for appraisal form.