Legal Templates
Employee Appraisal

Employee Appraisal for Canada

Employee Appraisal Template for Canada

This document serves as a formal employee performance appraisal template compliant with Canadian employment legislation, including relevant provincial and federal laws. It provides a structured framework for evaluating employee performance, setting objectives, and documenting development plans. The document incorporates essential elements required by Canadian employment standards, ensuring fair and objective assessment while maintaining proper documentation for HR purposes. It includes provisions for both employer and employee input, reflecting the collaborative nature of performance reviews under Canadian workplace practices.

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What is a Employee Appraisal?

This Employee Appraisal document is designed for use in Canadian workplaces, providing a standardized approach to performance evaluation while ensuring compliance with federal and provincial employment laws. The appraisal should be conducted regularly, typically annually or semi-annually, to assess employee performance, document achievements, set future goals, and identify development opportunities. It serves as an official record of performance discussions and agreements between employers and employees, capturing both quantitative and qualitative aspects of job performance. The document structure accommodates various industry requirements while maintaining consistency with Canadian human rights and employment standards legislation.

What sections should be included in a Employee Appraisal?

1. Employee Information: Basic details including employee name, position, department, employee ID, and period under review

2. Appraiser Information: Details of the evaluator(s) conducting the appraisal, including name, position, and relationship to employee

3. Performance Period: Specific timeframe covered by the appraisal, including start and end dates

4. Performance Metrics: Key performance indicators and objectives that were set for the review period

5. Achievement Assessment: Detailed evaluation of performance against set objectives and metrics

6. Core Competencies Evaluation: Assessment of essential skills and behaviors required for the role

7. Overall Performance Rating: Summary rating based on predetermined scale and criteria

8. Development Plan: Identified areas for improvement and proposed action plans

9. Employee Comments: Space for employee feedback and response to the appraisal

10. Signatures and Acknowledgment: Formal signing section for employee, appraiser, and any other required authorities

What sections are optional to include in a Employee Appraisal?

1. Project-Specific Achievements: Detailed evaluation of specific projects handled during the review period, used for project-based roles

2. Leadership Competencies: Assessment of leadership capabilities, included for management positions

3. Technical Skills Assessment: Detailed evaluation of role-specific technical skills, used for technical positions

4. Client/Stakeholder Feedback: Incorporation of feedback from key stakeholders, used for customer-facing roles

5. Safety and Compliance: Assessment of adherence to safety protocols and regulations, used for roles with significant safety responsibilities

6. Innovation and Initiative: Evaluation of creative contributions and self-driven improvements, used for roles requiring significant innovation

7. Team Collaboration Metrics: Assessment of team work and collaboration, used for roles with significant team interaction

What schedules should be included in a Employee Appraisal?

1. Performance Rating Scale: Detailed explanation of the rating system and criteria for each performance level

2. Competency Framework: Comprehensive framework defining expected competencies and behaviors for the role

3. Development Resources: List of available training, development programs, and resources

4. Goal Setting Template: Template for setting SMART objectives for the next review period

5. Previous Goals Review: Summary of goals and objectives from previous appraisal period

6. Job Description: Current job description and responsibilities against which performance is measured

7. Performance Improvement Plan Template: Standard template for documenting specific improvement requirements if needed

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Jurisdiction

Canada

Publisher

Genie AI

Document Type

Performance Review Document

Sector

Employment

Cost

Free to use
Relevant legal definitions
Appraisal Period
Performance Metrics
Key Performance Indicators (KPIs)
Core Competencies
Performance Rating
Development Plan
SMART Objectives
Improvement Areas
Achievement Targets
Performance Standards
Evaluation Criteria
Competency Framework
Career Development
Professional Development
Performance Improvement Plan
Rating Scale
Evaluator
Reviewer
Appraisee
Calibration
Exceptional Performance
Meets Expectations
Below Expectations
Developmental Goals
Behavioral Indicators
Job Requirements
Essential Functions
Performance Cycle
Review Meeting
Self-Assessment
Peer Review
360-Degree Feedback
Skills Assessment
Learning Objectives
Career Progression
Relevant Industries

Technology

Healthcare

Financial Services

Manufacturing

Retail

Education

Professional Services

Government

Non-Profit

Construction

Transportation

Energy

Telecommunications

Agriculture

Mining

Entertainment

Hospitality

Relevant Teams

Human Resources

Operations

Finance

Marketing

Sales

Information Technology

Research and Development

Customer Service

Legal

Administration

Product Development

Quality Assurance

Corporate Communications

Project Management Office

Business Development

Supply Chain

Manufacturing

Engineering

Relevant Roles

CEO

Director

Manager

Supervisor

Team Lead

HR Manager

Department Head

Project Manager

Senior Executive

Administrator

Coordinator

Specialist

Analyst

Engineer

Sales Representative

Customer Service Representative

Technical Support

Operations Manager

Financial Controller

Research Scientist

Marketing Manager

Development Officer

Account Manager

Industries
Employment Standards Act: Provincial legislation that sets minimum standards for workplace conditions, including requirements for fair treatment and evaluation processes
Canadian Human Rights Act: Federal legislation ensuring non-discrimination in employment practices, including performance evaluations, based on protected grounds such as age, gender, race, disability, etc.
Personal Information Protection and Electronic Documents Act (PIPEDA): Federal privacy legislation governing the collection, use, and disclosure of personal information in the course of commercial activities, including employee evaluations
Labour Relations Act: Provincial legislation governing union-management relations, which may include provisions about performance evaluations in unionized workplaces
Occupational Health and Safety Act: Provincial legislation that may be relevant if performance evaluations include safety-related metrics or competencies
Pay Equity Act: Federal legislation ensuring equal pay for work of equal value, which may need to be considered in performance evaluations that impact compensation
Accessibility for Ontarians with Disabilities Act (AODA) or similar provincial accessibility laws: Provincial legislation requiring accommodation in employment processes, including performance evaluations, for employees with disabilities
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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