Evaluation form

  • What is an appraisal?
  • Appraisal procedure
  • How your employer may approach your appraisal
  • Result of appraisals
  • Next steps for UNISON reps

What is an appraisal?

Appraisals are meetings prepare past your employer that let you both to talk over your work performance. There is no legal requirement to deport out appraisals, but most employers take a yearly or twice-yearly review process.

Appraisals are frequently used to make up one's mind whether targets have been achieved and make decisions about future piece of work. Another reason for appraisals is to discuss career plans. In some cases, they may include bonuses and pay increases.

A good appraisal should exist a two-way process, where you lot are encouraged to speak honestly and openly well-nigh your job. They are usually carried out by your line manager.

Appraisal procedure

An appraisal should be held in private, on a one-to-one basis. You should be given enough discover of your appraisal meeting appointment and you may exist asked to consummate appraisement documentation before the meeting equally office of the process.

This can aid your employer plan appropriately and fix for any issues you wish to heighten.

Afterward the meeting, you should be given a written report of your appraisal, which could include:

  • personal details, including job championship and description;
  • a performance review of specific areas of piece of work;
  • an overall performance rating;
  • comments from the appraiser;
  • your comments about your performance;
  • a personal development plan or action program.

How your employer may approach your appraisal

Appraisals may include rating your performance in different areas numerically. Each point is discussed and a score given, leading to an overall performance score. Both you and your appraiser tin brand comments on each point.

Another manner of rating employee operation in different areas is by using a standard, or categories such every bit "meets expectations" or "exceeds expectations".

Your performance may too be linked to specific objectives or tasks and rated according to how well you have performed.

Outcome of appraisals

Well-nigh appraisals are completed and signed off past the line director and employee. The appraisal is kept as a tape of the employee's development and progress.

If minor issues are in dispute, just the employee is satisfied with the appraisement overall, a tape of the areas that have not been agreed can also be kept.

It is important to remember that an appraisal is not a disciplinary process and should not be used by your employer to impose disciplinary sanctions. However, bug relating to functioning are sometimes dealt with by referring to past employee appraisals, if an employer starts an "employee improvement process".

Appraisals should be an open forum to let you and your line manager to talk nearly your functioning at work and any issues you lot take nigh your career.

If you are unhappy with the outcome of your appraisement, most employers will have an appeals process or machinery in place to address any bug and tape your concerns. A UNISON rep can help you in preparing documents for an appeal process post-obit your appraisal.

If an entreatment meeting is held, a UNISON rep can also propose on the best way to brand sure that your point of view is heard and that you are being treated adequately.

Next steps for UNISON reps

Members may ask you to help them with an appeal later an appraisement, but it is unusual to sit down in on appraisals. Speak to your employer to come across if their appraisal scheme allows you to attend meetings with members.

Key facts
  • An appraisal is a formal opportunity to analyse your performance at work, which also offers you a chance to talk to your employer about your career plans. Appraisals are not required by law, but they can exist useful for both you lot and your employer to review progress and discuss wider work issues.
  • Appraisals should not be used as part of the disciplinary procedure.
  • Appraisals tin be used to evaluate pay increases and bonuses.
  • You lot should be given a written record of your appraisal meeting.

FAQs

Appraisal

  • Are appraisals required by law?

    No, merely most organisations have some kind of appraisement scheme.

  • Can I discuss my concerns in an appraisement?

    You may exist asked to make full out a pre-appraisal questionnaire, or other documents, which may ask you to comment on your functioning and vocalisation any concerns and issues.

    These will form the ground of the discussion during the meeting.

  • What's the signal of an appraisal?

    Mainly, it is there to monitor your development, identify training and related needs, and meliorate your performance.

  • Who carries out my appraisal?

    Appraisals are usually carried out by your line director. To be constructive, the appraiser should be someone who knows about the specifics of your job.