tiktok³ÉÈ˰æ

Year End Appraisal Template for England and Wales

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Year End Appraisal

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Year End Appraisal

"I need a Year End Appraisal document for a senior software developer in a tech startup, focusing heavily on technical achievements and innovation metrics, to be conducted in March 2025."

Document background
The Year End Appraisal is a critical human resources document used across organizations in England and Wales to conduct and document annual employee performance reviews. It is designed to comply with UK employment legislation, including the Employment Rights Act 1996 and Equality Act 2010. The document facilitates fair and objective assessment of employee performance, goal-setting, and development planning, while providing legal protection for both employer and employee. It typically includes performance ratings, achievement against objectives, competency assessments, and future development plans.
Suggested Sections

1. Employee Information: Basic details including name, position, department, and length of service

2. Performance Period: Timeframe covered by the appraisal

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

4. Competencies Assessment: Evaluation of core competencies and skills

5. Overall Performance Rating: Summary rating based on predetermined scale

6. Future Objectives: Setting of objectives for the next period

Optional Sections

1. Development Needs: Training and development requirements, used when specific skill gaps are identified

2. Career Aspirations: Discussion of career progression, used for succession planning

3. Compensation Review: Salary and benefits discussion, included when appraisal is linked to compensation

Suggested Schedules

1. Performance Metrics: Detailed breakdown of performance indicators and achievements

2. Training Record: Record of training completed during the review period

3. Previous Objectives: List of objectives from previous appraisal period

4. Development Plan: Detailed plan for addressing identified development needs

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 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: Primary legislation governing employment rights in England and Wales, including requirements for fair treatment, basic employment rights, and proper documentation of employment terms

Equality Act 2010: Legislation ensuring protection against discrimination, requiring fair and unbiased assessment criteria, reasonable adjustments for disabled employees, and consideration of protected characteristics in appraisals

Data Protection Act 2018 and UK GDPR: Laws governing personal data handling, storage and processing of appraisal information, employee's right to access their records, and confidentiality requirements

Human Rights Act 1998: Legislation ensuring right to fair treatment, privacy considerations, and dignity at work in employment contexts

ACAS Code of Practice: While not legislation, provides important guidance on best practices for performance management and fair procedures for assessments

Company Policies and Procedures: Internal organizational rules and guidelines that must be followed in conjunction with legislative requirements

Industry-specific Regulations: Sector-specific rules and requirements that may impact how appraisals are conducted in particular industries

Contractual Obligations: Specific requirements and procedures outlined in employment contracts that must be considered during appraisals

Collective Agreements: Any agreements made with trade unions or employee representatives that may affect the appraisal process

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

Find the exact document you need

Vendor Appraisal Form

find out more

Year End Appraisal

find out more

Temporary Employee Evaluation Form

find out more

Team Self Evaluation Form

find out more

Team Performance Evaluation Form

find out more

Store Manager Evaluation Form

find out more

Staff Performance Appraisal

find out more

Service Technician Performance Evaluation Form

find out more

Short Service Employee Evaluation Form

find out more

Self Evaluation Form For Chef

find out more

Self Assessment Report Of An Employee

find out more

Probation Evaluation Report

find out more

Performance Evaluation Report Of Employee

find out more

Performance Evaluation Form For Sales Representative

find out more

Performance Development Review Form

find out more

Performance Appraisal Project Report

find out more

Performance Appraisal Form For Customer Service

find out more

Performance Appraisal Form For Accountant

find out more

Performance Appraisal For Probationary Employees

find out more

Online Employee Evaluation Form

find out more

Leadership Performance Appraisal Form

find out more

Front Desk Evaluation Form

find out more

Employee Performance Evaluation Policy

find out more

Employee Manager Evaluation Form

find out more

Employee Evaluation Report

find out more

Employee Annual Evaluation

find out more

Board Performance Evaluation Report

find out more

Annual Review Document

find out more

Appraisal Self Assessment Form

find out more

Accounting Employee Evaluation Form

find out more

90 Day Probation Review Form

find out more

Employee Work Evaluation Form

A legally compliant document used in England and Wales for formal employee performance assessment and documentation.

find out more

Supplier Performance Evaluation Form

A standardized document under English and Welsh law used to evaluate and record supplier performance against established criteria and KPIs.

find out more

Self Evaluation Form

A legally compliant document under English and Welsh law for individuals to assess their own performance and development needs.

find out more

Performance Plan & Evaluation Form

A legally compliant document under English and Welsh law for setting performance objectives and evaluating employee achievement against established criteria.

find out more

Performance Evaluation Plan

A legally compliant framework under English and Welsh law for conducting employee performance evaluations and assessments.

find out more

Employee Appraisal Policy

A policy document outlining employee performance evaluation procedures, compliant with England and Wales employment law.

find out more

Employee Peer Review Form

A legally compliant peer review form for employee evaluation in England and Wales, enabling structured colleague-to-colleague feedback.

find out more

Performance Appraisal Evaluation Form

A legally compliant document used in England and Wales for evaluating employee performance and development needs.

find out more

Kitchen Employee Evaluation Form

A standardized form for evaluating kitchen staff performance and compliance with food safety standards under English and Welsh law.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.