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  • Employment - Appraisal policy
    Appraisal policyOur appraisal policy will assist you in setting out your approach to appraising your staff on an annual basis. This should be a formal evaluation when a review of an employee's past performance takes place and an action plan is agreed for the future. You can decide when you want the process to take place to suit business needs.An annual approachOur Appraisal Policy has been designed to complement our Appraisal Procedure and Form and to help you set out your approach to appraising employees. It's...
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  • Employment - Self-appraisal form
    Self-appraisal formYou 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 on a regular basis and, in any event, no less than once a year. The aim of appraisals is not just to explore performance during the relevant appraisal period but also to use this information to...
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  • Employment - Assessment of potential for promotion
    Assessment of potential for promotionOur 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 performance management procedure to appraise your employees on a regular basis and, in any event, no less than once per year. The aim of formal evaluation is not just to consider...
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  • Employment - Appraisal procedure and form
    Appraisal procedure and formAn 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 regular basis and, in any event, no less than once a year. A quarterly assessment together with a formal annual appraisal is a popular system for small to medium-sized employers. The aim...
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  • Employment - Invitation to attend an appraisal meeting
    ... are properly prepared for the meeting. To ensure this happens, you should write to the employee beforehand confirming the date of the meeting and highlighting other information or requirements. Getting prepared  Our Invitation to Attend Appraisal Meeting advises the employee on: (1) the time and date of the meeting; and (2) who will be conducting it. It then outlines the procedure and what will be discussed. If you need the employee to bring any particular information to the meeting, e.g. sales or training...
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  • Employment - 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 checklist and you won't forget anything. Ready to appraise Appraisals are a two-way process. They allow both you and the employee concerned to review their progress over a particular period of time, e.g. a year,...
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