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1. Employee Information: Basic details including employee name, ID number, department, position, date of joining, and reporting manager
2. Review Period: Specific timeframe covered by the evaluation, including start and end dates
3. Performance Metrics: Core performance areas including job knowledge, quality of work, productivity, reliability, and initiative
4. Rating Scale Definition: Clear explanation of the rating scale (typically 1-5) with detailed descriptions for each rating level
5. Key Achievements: Space to document major accomplishments during the review period
6. Areas for Improvement: Section identifying development needs and improvement opportunities
7. Goals and Objectives: Setting of new goals and review of previous period's goals
8. Employee Comments: Space for employee feedback and comments on the evaluation
9. Sign-off Section: Signatures of employee, immediate supervisor, and HR representative with dates
1. Behavioral Competencies: Additional section for evaluating soft skills and behavioral traits, recommended for management positions
2. Project-Specific Performance: Section for evaluating performance on specific projects, useful for project-based roles
3. Training and Development Plan: Detailed section for mapping out future training needs and career development opportunities
4. Compliance and Safety Metrics: Additional section for roles where regulatory compliance or safety standards are crucial
5. Cultural Fit Assessment: Optional section for evaluating alignment with company values and culture
6. Remote Work Performance: Section specific to evaluating performance in remote or hybrid working arrangements
1. Schedule A - Performance Rating Guidelines: Detailed guidelines explaining each rating level with specific examples
2. Schedule B - KPI Definitions: Detailed definitions and calculations for each Key Performance Indicator
3. Schedule C - Competency Framework: Detailed description of competencies and their assessment criteria
4. Appendix 1 - Development Resources: List of available training programs and development resources
5. Appendix 2 - Appeal Process: Documentation of the process for appealing performance ratings
Performance Rating
Key Performance Indicators (KPIs)
Competencies
Line Manager
Reviewing Manager
Performance Improvement Plan
Development Goals
Core Objectives
Rating Scale
Exceptional Performance
Meets Expectations
Below Expectations
Behavioral Indicators
Performance Metrics
Review Cycle
Performance Standards
Career Development Plan
Grievance Procedure
Appeal Process
Calibration Session
Performance Documentation
Evaluation Committee
Probation Period
Interim Review
Annual Review
Self-Assessment
Peer Review
360-Degree Feedback
Performance Bonus
Professional Development
Competency Framework
Performance Gap
Target Achievement
Evaluation Criteria
Confidentiality
Data Protection
Performance Criteria
Rating Methodology
Evaluation Process
Review Period
Goals and Objectives
Performance Metrics
Competency Assessment
Development Planning
Feedback Mechanism
Appeal Rights
Documentation Requirements
Sign-off Requirements
Review Frequency
Performance Improvement
Grievance Procedure
Language Requirements
Record Retention
Non-Discrimination
Amendment Rights
Compliance Statement
Employee Acknowledgment
Banking & Financial Services
Healthcare
Real Estate & Construction
Technology & Telecommunications
Retail & Consumer Goods
Manufacturing & Industrial
Education
Professional Services
Hospitality & Tourism
Energy & Utilities
Government & Public Sector
Media & Entertainment
Human Resources
Learning & Development
Talent Management
Operations
Executive Leadership
Administration
Performance Management
Employee Relations
Human Resources Manager
Department Director
Line Manager
Team Leader
HR Business Partner
Performance Management Specialist
Training & Development Manager
Talent Management Director
Operations Manager
General Manager
CEO
Department Head
Supervisor
HR Administrator
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