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1. Employee Information: Basic details including employee name, position, department, start date, and probationary period duration
2. Purpose and Scope: Explains the purpose of the performance appraisal and its role in the probationary period assessment
3. Performance Assessment Period: Specifies the timeframe covered by the assessment and key review dates
4. Key Performance Indicators (KPIs): Details the specific performance metrics and standards against which the employee is being assessed
5. Core Competencies Assessment: Evaluation of fundamental skills and behaviors required for the role
6. Achievement of Objectives: Assessment of specific goals and targets set for the probationary period
7. Overall Performance Rating: Summary evaluation and rating of the employee's performance during the probationary period
8. Recommendation: Clear statement on whether employment should be confirmed, extended, or terminated
9. Signatures and Acknowledgment: Space for signatures from the employee, supervisor, and HR representative
1. Development Needs: Identifies areas requiring improvement and specific training or development requirements
2. Probation Extension Terms: Used when probation period needs to be extended, specifying new duration and conditions
3. Performance Improvement Plan: Detailed plan for addressing identified performance gaps, included when performance concerns exist
4. Employee Self-Assessment: Section for employee's own evaluation of their performance and achievements
5. Career Development Goals: Long-term career objectives and development opportunities, included for more comprehensive reviews
6. Special Circumstances: Documents any exceptional situations or conditions that affected performance during the period
1. Performance Rating Scale: Detailed explanation of the rating system and criteria for each performance level
2. Position Description: Current role description against which performance is measured
3. KPI Framework: Detailed breakdown of KPIs including measurement methods and targets
4. Competency Framework: Detailed description of required competencies and behavioral indicators
5. Review Meeting Notes: Documentation of discussions and feedback from performance review meetings
6. Training Record: Record of training and development activities completed during probation
Performance Standards
Key Performance Indicators (KPIs)
Core Competencies
Performance Rating
Review Date
Assessment Period
Permanent Employment
Performance Improvement Plan
Reviewer
Reviewing Manager
Employee
Satisfactory Performance
Unsatisfactory Performance
Extension Period
Notice Period
Confirmation of Employment
Development Goals
Performance Metrics
Behavioral Indicators
Position Description
Company
Employer
HR Representative
Evaluation Criteria
Performance Standards
Review Meeting
Written Warning
Termination
Minimum Employment Period
Assessment Process
Review Periods
Rating System
Feedback Process
Documentation Requirements
Confidentiality
Data Protection
Performance Standards
Extension Provisions
Termination Rights
Appeal Process
Notice Requirements
Acknowledgment and Agreement
Performance Improvement
Development Goals
Modification Rights
Review Meetings
Record Keeping
Signatures and Attestation
Compliance with Laws
Anti-Discrimination
Reasonable Adjustments
Dispute Resolution
Employment Status
Probation Duration
Assessment Criteria
Decision Communication
Training Requirements
Support Provisions
Healthcare
Education
Financial Services
Information Technology
Manufacturing
Retail
Professional Services
Public Sector
Construction
Hospitality
Mining
Telecommunications
Non-Profit
Legal Services
Transportation
Human Resources
People and Culture
Legal
Employee Relations
Talent Management
Learning and Development
Recruitment
Operations Management
Senior Leadership
Performance Management
HR Manager
HR Business Partner
Department Manager
Team Leader
Supervisor
Division Head
HR Director
People and Culture Manager
Performance Management Specialist
Recruitment Manager
Chief Human Resources Officer
Employment Relations Manager
Line Manager
Operations Manager
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