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Appraisals, promotion and training (20)

Appraisal checklist
 Appraisal checklistIf you want to introduce an appraisal process, you need to go about it in the right way. Before it's set up you need to think about some important points, including what the meetings will cover. After that, you must brief all managers on your new procedures. Follow our appraisal... Read more
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Type: Checklist
Appraisal procedure and form
An annual appraisal is a formal evaluation when a review of an employee's performance takes place. Annual appraisal meetings should be open where both parties exchange views and reach agreed conclusions and action plans.AppraisalsIt's good performance management procedure to appraise your staff on a... Read more
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Type: Procedure
Assessment of potential for promotion
Our assessment of potential for promotion is useful to help you decide which of your staff are ready to be promoted to the next pay grade or staff level. It doesn't automatically mean they'll be promoted if there aren't any suitable vacancies, so make sure you manage expectations.AppraisalsIt's good... Read more
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Type: Miscellaneous
Confirmation of time off for training request withdrawal
Use this letter when an employee orally withdraws their application for time off for training as you must give written confirmation that the request has been withdrawn. As well as confirming that the employee has withdrawn their request, this letter sets out to the employee that they will not be eligible... Read more
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Type: Letter
Confirming extension of time for next step of time off for training request
Use this letter to confirm an extension of time with regard to a stage of the right to train request procedure.  Most procedural time limits under the right to request time off for training can be extended by agreement. If a time extension is agreed, you must make a dated written record of the extension. Who... Read more
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Type: Letter
Employee training record
 Employee training recordThere are many reasons why you should keep track of an employee's training, for example cost or the need to undertake refresher courses. You don't want to go hunting around for this information every time. So use our employee training record to keep tabs on what a particular... Read more
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Type: Miscellaneous
Equal opportunities training record
There's no legal requirement to have an equal opportunities and dignity at work policy or to train your staff on the topic, but we recommend you do both because it can afford you an important defence against a claim for unlawful discrimination. Use our equal opportunities training record for this purpose.How... Read more
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Type: Form
Invitation to attend an appraisal meeting
 Invitation to attend an appraisal meetingAn appraisal is a formal process that allows you and a member of staff to assess their performance over a given period of time. Most usually, they take place on an annual or half-yearly basis. Our invitation to attend an appraisal meeting letter sets the date... Read more
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Type: Letter
Outcome of time to train appeal meeting
Where an employee has appealed against your decision to decline their time to train application and you've held an appeal meeting, the final stage is to notify them in writing of the outcome of their appeal within 14 days of the appeal meeting. Use our outcome of time to train appeal meeting letter... Read more
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Type: Letter
Performance progress record
Use our performance progress record to track the improvements, or lack of improvement, in an employee's performance during the review period following the issuing of a formal performance warning. You should use it at regular intervals, such as fortnightly or monthly.Performance management processWhere... Read more
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Type: Form
Promotion letter
Use our letter to confirm an employee's promotion. Consider making the newly promoted position subject to a probationary period to enable you to assess the employee's performance and conduct in their new role.Promotion termsIf you promote an employee, usually their job title, job duties and salary will... Read more
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Type: Letter
Self-appraisal form
You can assist employees to prepare for their appraisal meeting by giving them our self-appraisal form to complete. Make it optional and leave it to them to what extent they choose to share the information with their manager.AppraisalsIt's good performance management procedure to appraise your staff... Read more
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Type: Form
Time to train acceptance letter
Once you've held a meeting with an employee under the statutory time to train procedure, you then need to take a decision on their application and notify it to them in writing with 14 days of the meeting date. If you accept the employee's request, use our time to train acceptance letter to ensure compliance... Read more
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Type: Letter
Time to train appeal meeting letter
Where you've declined (or only partially accepted) an employee's application for time to train, under the statutory procedure they have a right of appeal. Use our time to train appeal meeting letter if they do decide to appeal.Written appealIf an employee wishes to appeal against your refusal of their... Read more
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Type: Letter
Time to train application form
Eligible employees who work in businesses that employ 250 or more employees have a statutory right to request time off for the purposes of study or training.  Our time to train application form will ensure that the employee includes the required information when making their request.Time to trainThe... Read more
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Type: Miscellaneous
Time to train meeting letter
If an employee submits an application for time to train, you'll need to ensure you properly follow the designated statutory procedure in dealing with it. This starts with arranging a meeting with the employee, for which you can use our time to train meeting letter.Meeting to discussWithin 28 days of... Read more
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Type: Letter
Time to train rejection letter
If, having held a meeting with an employee under the statutory time to train procedure, you take the decision to reject their application, you need to notify them of this in writing within 14 days, setting out the business grounds on which the application is declined and why those grounds apply in the... Read more
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Type: Letter
Training feedback form
Where you hold internal training events, you should always ask attendees to complete a training feedback form.  Why ask for feedback?You don't have to hold internal staff training, unless it's a legal, regulatory or continuing professional development requirement, but where you do, make sure you ask... Read more
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Type: Form
Whistleblowing at work training notes
Use our training notes to assist with providing whistleblowing training to your workers. You'll need to do this if you want to avail yourself of the statutory reasonable steps defence to avoid being vicariously liable for detrimental treatment of whistleblowers by your workers.Vicarious liabilityYou... Read more
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Type: Miscellaneous
Whistleblowing training record
Use our whistleblowing training record to show that you've provided training on this subject to your workers. You'll need to do this to avoid being vicariously liable for detrimental treatment of whistleblowers by your workers.Vicarious liabilityYou can be vicariously liable for any acts of victimisation... Read more
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Type: Form