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Just to let you know... If you are an existing user before 18th September, you may notice the model documents have changed. This is to coincide with our website relaunch: we wanted to refresh the content too. Don't worry, these are not legally required changes so you can continue to use the previous version you have saved or downloaded. (We have kept the previous date as well to make it easy to reference.)

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Model documents and policies

Downloadable and customisable documents relating to performance appraisals.

Policy

Performance incentive plan policy

Performance incentive plan policy

Performance incentive plan policy
Last Modified
Previously modified
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 review policy

Performance review policy

Performance review policy
Last Modified
Previously modified

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.

Questionnaire

Skills profile

Skills profile

Skills profile
Last Modified
Previously modified

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

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Form

Appraisal scheme pack

Appraisal scheme pack

Appraisal scheme pack
Last Modified
Previously modified
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, and an appraisal interview report sheet.
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Form for a performance appraisal

Form for a performance appraisal

Form for a performance appraisal
Last Modified
Previously modified

This form is to record a performance appraisal meeting, including the objectives, current performance, competencies, and actions and training agreed for the next period.