Performance appraisal templates toolkit
Our Performance Appraisal Templates Toolkit streamlines evaluations, enabling objective and insightful performance assessments.
It provides you with all the necessary tools and templates to manage your performance appraisal process with ease. With a wide range of templates available for various industries, you can rest assured that you will find the perfect fit for your business.
Our toolkit includes everything you need to manage your performance appraisal process, including comprehensive guides and checklists to help you ensure that all legal and best practice requirements are met. Our templates cover all aspects of the performance appraisal process, from goal-setting to performance evaluation, and we offer bespoke options to cater for unique business needs.
10 templates
A performance appraisal ('annual review', 'performance (development) review' or 'evaluation') is the regular review of an employee's performance.
Appraisals are used to measure progress against objectives, highlight areas for development, and identify areas of commendation.
An appraisal should reflect the employee's job, their key responsibilities, their wider participation within the team and their overall contribution (or expected contribution) to company-wide business objectives.
Appraisals should focus on performance and personal development with specific areas for employees and employers to concentrate their efforts on above and beyond the day-to-day environment.
Compliance
Compliance
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Performance appraisals must be conducted in a fair and non-discriminatory manner, in accordance with the Equality Act 2010.
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Employers must ensure that their performance appraisal process is transparent, objective and free from bias. Performance appraisal criteria must be clear and measurable, and feedback should be based on objective evidence.
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Employees must have the opportunity to participate in their performance appraisal and provide feedback. Employers must ensure that the appraisal process is two-way, and that employees are given the opportunity to raise any concerns or issues.
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Employers must ensure that the appraisal process is consistent and applied fairly across the organization. Appraisals should be conducted at regular intervals and should be based on clearly defined performance standards.
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Employers must ensure that performance appraisals are documented and that employees have access to their appraisal records. Employers should also ensure that appraisal records are kept confidential and stored securely.
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Employers must ensure that performance appraisal outcomes are used fairly and consistently, and that they are not used to discriminate against employees. Employers should also ensure that appraisal outcomes are communicated to employees in a clear and constructive manner.
Frequently Asked Questions
Frequently Asked Questions
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Can small businesses use these Performance appraisal templates?
Yes. The Performance appraisal templates in this toolkit are designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. They follow UK employment law best practice, so even if you don't have an in-house HR team, you can confidently manage Performance appraisal processes and issues.
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Are these Performance appraisal templates up to date for UK law in 2025?
Absolutely. All templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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What types of Performance appraisal letters and documents are included?
Every toolkit includes a complete set of editable templates, supporting documents, and manager guidance designed to save time and ensure compliance.
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How will this help me as an HR manager or business owner?
Purchasing the toolkit saves you hours of drafting time and reduces the risk of legal mistakes. Instead of starting from scratch, you'll have clear, professional templates that you can adapt to your business.
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Do I get instant access to the templates?
Yes. Once purchased, you'll be able to download the Performance appraisal toolkit instantly. The templates are provided in editable Word or Excel format so you can customise them easily, and PDF format for easy sharing.
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Can I preview a sample Performance appraisal template before buying?
We provide free examples of our templates here. This gives you a sense of the quality and layout before you commit to purchasing the full toolkit.
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What if I need a full HR toolkit, not just Performance appraisal templates?
If you're looking for broader support, we also offer library bundles that include Performance appraisal templates along with absence, grievance, and other HR policies. These may be more cost-effective if you need a complete HR library.
