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1. Employee Information: Basic details including employee name, position, department, supervisor, and review period
2. Performance Metrics Overview: Summary of the key performance indicators and competencies being evaluated
3. Achievement of Previous Objectives: Assessment of goals and objectives set in previous review period
4. Core Competencies Evaluation: Assessment of fundamental skills and behaviors required for the role
5. Key Achievements: Specific accomplishments and contributions during the review period
6. Areas for Improvement: Identification of development needs and performance gaps
7. Future Objectives: Setting of new goals and objectives for the next review period
8. Training and Development Plan: Specific actions and resources needed for skill development
9. Employee Comments: Space for employee feedback and self-assessment
10. Manager Comments: Space for manager's overall assessment and recommendations
11. Acknowledgment: Signatures of employee, manager, and HR representative confirming review completion
1. Project-Specific Performance: For employees involved in specific projects, evaluation of project-related achievements and challenges
2. Leadership Competencies: For management roles, assessment of leadership capabilities and team management skills
3. Technical Skills Assessment: For technical roles, detailed evaluation of specific technical competencies
4. Client/Stakeholder Feedback: For customer-facing roles, incorporation of feedback from external stakeholders
5. Career Progression Plan: For employees seeking advancement, detailed career development and progression planning
6. Performance Improvement Plan: For underperforming employees, specific actions and timelines for improvement
7. Remote Work Assessment: For remote workers, evaluation of virtual collaboration and remote work effectiveness
1. Schedule A - Performance Rating Scale: Detailed explanation of the rating system and performance levels
2. Schedule B - Core Competency Framework: Detailed breakdown of core competencies and their assessment criteria
3. Schedule C - Goal Setting Framework: Template and guidelines for setting SMART objectives
4. Schedule D - Development Resource Guide: List of available training resources and development opportunities
5. Schedule E - Performance Review Timeline: Schedule of review process milestones and deadlines
6. Appendix 1 - Self-Assessment Form: Template for employee self-evaluation prior to review
7. Appendix 2 - Peer Feedback Form: Optional template for collecting peer feedback
8. Appendix 3 - Development Plan Template: Detailed template for documenting training and development actions
Performance Metrics
Key Performance Indicators (KPIs)
Core Competencies
Development Goals
Performance Rating
Review Date
Reviewing Manager
Employee
Performance Improvement Plan
SMART Objectives
Career Development Plan
Competency Framework
Rating Scale
Self-Assessment
Peer Review
Performance Standards
Development Opportunities
Training Plan
Professional Development
Review Cycle
Performance Gap
Objectives
Achievements
Feedback
HR Representative
Department Head
Business Unit
Performance Criteria
Assessment Method
Goal Setting
Rating Methodology
Confidentiality
Review Process
Documentation Requirements
Feedback Mechanisms
Development Planning
Performance Metrics
Employee Rights
Dispute Resolution
Review Timeline
Sign-off Requirements
Data Protection
Anti-Discrimination
Reasonable Adjustments
Amendment Process
Record Keeping
Appeals Process
Performance Improvement
Financial Services
Technology
Healthcare
Education
Manufacturing
Retail
Professional Services
Government
Non-Profit
Construction
Mining
Telecommunications
Hospitality
Transportation
Energy
Human Resources
People & Culture
Learning & Development
Talent Management
Employee Relations
Performance Management
Organizational Development
HR Operations
HR Administration
HR Manager
HR Business Partner
People & Culture Manager
Performance Manager
Department Manager
Team Leader
Supervisor
Line Manager
Chief Human Resources Officer
HR Director
Talent Development Manager
Employee Relations Manager
HR Coordinator
HR Administrator
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