This Staff Appraisal document is designed for organizations operating under Austrian jurisdiction that need to implement a structured performance evaluation system. It provides a framework compliant with Austrian labor laws, including the Arbeitsverfassungsgesetz (ArbVG) and data protection requirements under GDPR. The document should be used when establishing or updating performance review processes, ensuring proper documentation of employee evaluations, and maintaining consistency in performance management across the organization. It includes provisions for setting performance criteria, conducting evaluation meetings, documenting outcomes, and managing appeals, while respecting works council rights where applicable.
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1. Appraisal Policy Statement: Overview of the organization's approach to performance management and the purpose of appraisals
2. Scope and Application: Defines which employees are covered by the appraisal process and frequency of evaluations
3. Roles and Responsibilities: Outlines the duties of managers, employees, and HR in the appraisal process
4. Appraisal Process: Step-by-step description of the evaluation procedure, including preparation, meeting conduct, and documentation
5. Performance Criteria: Definition of key performance indicators and competencies being evaluated
6. Rating System: Explanation of the performance rating scale and scoring methodology
7. Documentation Requirements: Details of required forms, records, and storage procedures in compliance with GDPR
8. Review and Appeal Process: Procedures for employees to request review or appeal evaluation results
1. Works Council Involvement: Required when organization has a works council (Betriebsrat) - details their role in the appraisal process
2. Performance-Related Compensation: Include when appraisals are linked to bonus payments or salary adjustments
3. Development and Training: Section focusing on identifying training needs and career development opportunities
4. Remote Worker Evaluations: Special provisions for evaluating remote or hybrid workers
5. Probationary Period Evaluations: Special provisions for evaluating employees during probationary period
1. Performance Evaluation Form: Standard template for documenting performance evaluations
2. Competency Framework: Detailed description of competencies and behaviors being evaluated
3. Goal Setting Template: Form for documenting agreed performance objectives
4. Development Plan Template: Form for recording training and development actions
5. Rating Scale Guide: Detailed descriptions and examples for each rating level
6. Appeal Form: Template for submitting performance evaluation appeals
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