Preloaded UK policy

Performance Management Policy template

Objective setting, regular reviews, performance improvement plans and capability procedure.

Legal basis
  • Employment Rights Act 1996
  • ACAS Code of Practice on Disciplinary and Grievance Procedures
Last reviewed April 2025. Guidance, not legal advice.

What the policy covers

  1. 1. POLICY STATEMENT
    your company is committed to supporting all employees to perform to the best of their ability and to develop in their careers.
  2. 2. OBJECTIVE SETTING
    At the start of each performance year (or on joining the company), employees will agree clear, measurable objectives with their line manager that are aligned with team and business
  3. 3. REGULAR ONE-TO-ONES
    Line managers will hold regular one-to-one meetings with each team member (at least monthly) to:
  4. 4. ANNUAL REVIEW
    All employees will receive an annual performance review.
  5. 5. MANAGING UNDERPERFORMANCE
    Where an employee's performance is not meeting the required standard, the manager will:
  6. 7. CAPABILITY PROCEDURE
    If performance does not improve to the required standard following a PIP, the capability procedure will be invoked.

Who needs it

Any UK employer running rotas, leave and the day-to-day of employing people. These set out the rules once so nobody argues about them twice.

Questions people ask

Is a performance management policy a legal requirement?

It rests on Employment Rights Act 1996 and ACAS Code of Practice on Disciplinary and Grievance Procedures. Some policies must be written down once a business reaches a certain size or does certain work; others are simply how a tribunal, an inspector or a client's auditor expects to see that you have thought about it. A clear, dated, signed policy is the evidence either way. Guidance, not legal advice.

Can I change it to suit how we work?

Yes. Inside Work-Lynx it is a starting point: put your company name in, adjust the arrangements to what you actually do, set the review date and publish it. Staff read and acknowledge it on their phones, and you can see who has not.

Is it up to date?

Last reviewed April 2025. The pack is updated when the law moves, and every policy carries a review date so it does not quietly go stale.

How do I get it?

It is preloaded in Work-Lynx with the other 48 UK policies. Work-Lynx is £2.50 a month plus £1 per employee, 14 days free, no card, and what you see on the pricing page is the bill.

Who is it for?

Any UK employer running rotas, leave and the day-to-day of employing people. These set out the rules once so nobody argues about them twice.

All 49 UK policies, £2.50 a month

This policy and 48 others are already in Work-Lynx, alongside GPS clock-in, rotas, timesheets, leave and Employ AI for UK employment law. £2.50 base plus £1 per employee a month. 14 days free, no card, no sales call.

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