A simple staff annual review form which allows you to keep a record of when annual reviews were carried out, with a pre-set checklist including items for personal details, qualifications, contract terms etc.
This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:
- Form number and title
- Information-classification
- Version
- Page number / total pages
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Further guidance on staff review and competence:
Download this form template with your company name and logo already added!
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Staff Annual Review Template
A staff annual review checklist for the yearly check that an employee's personal details, contract, qualifications, training and PPE are all still current, and a chance to capture feedback, issues and suggestions. Each item is ticked as it is confirmed and the review is signed off.
Keeping people's competence and records up to date is an ongoing requirement, not a one-off at induction. This annual review gives you a consistent way to confirm nothing has lapsed and to surface training needs and improvement ideas, and supports the people-management records expected under ISO 9001.
Built for Keeping Competence Current
The checklist captures what a yearly review should confirm:
- Personal details, contract and confidentiality terms still correct
- Company policies and management system reviewed with the employee
- Qualifications, licences, training record and PPE all up to date
- Bribery risks and reporting reviewed, plus any feedback, issues or training needs
What's Included in this Staff Annual Review
The form is set out so a full review can be completed in one place:
- Employee details - name, position and who completed the review
- Annual review checklist - personal details, contract, policies, PPE, qualifications, training record, and anti-bribery awareness
- Comments and suggestions - feedback, issues, training needs and ideas for improving service, safety or environmental performance
- Declaration - signature and date confirming the checks are complete
Who Needs a Staff Annual Review?
Any employer that wants to keep its people's records and competence current benefits from a yearly review. It suits any small or growing business, and supports the competence, awareness and people-management records expected under ISO 9001.
Included in the ISO 9001 Toolkit
This form is part of the ISO 9001 Toolkit - the forms, registers, procedures and guidance for running a management system in one download - and is included in every alphaZ ISO toolkit that covers managing people.
Pairs with the Staff Training Record
The annual review checks the training record is current, so it works alongside the F-Q5 Staff Training Record that holds each person and their training history.