Your data doesn't train Genie's AI
You keep IP ownership of your information
1. Employee Information: Basic details including employee name, ID, position, department, supervisor name, and review period
2. Performance Rating Scale: Clear explanation of the rating system used (e.g., 1-5 scale, descriptions of each level)
3. Core Competencies Assessment: Evaluation of fundamental skills and behaviors required for the role
4. Job-Specific Performance Metrics: Assessment of key performance indicators and job-specific responsibilities
5. Goals Achievement Review: Evaluation of progress on previously set goals and objectives
6. Overall Performance Summary: Comprehensive assessment combining all evaluation areas
7. Future Goals and Development Plan: Setting of new objectives and development goals for the next period
8. Employee Comments: Space for employee feedback and comments on the evaluation
9. Acknowledgment and Signatures: Final section for employee and supervisor signatures, dates, and any additional approvals required
1. Peer Review Input: Section for incorporating feedback from colleagues and team members, useful for collaborative environments
2. Project-Specific Evaluation: Detailed assessment of specific projects handled during the review period, relevant for project-based roles
3. Leadership Competencies: Additional evaluation criteria for employees in management positions
4. Client/Customer Feedback: Integration of client or customer feedback, particularly relevant for customer-facing roles
5. Technical Skills Assessment: Detailed evaluation of specific technical skills, important for technical positions
6. Safety and Compliance: Assessment of adherence to safety protocols and regulatory requirements, crucial for regulated industries
7. Remote Work Performance: Specific evaluation criteria for remote work effectiveness, relevant for virtual or hybrid work arrangements
1. Appendix A - Competency Definitions: Detailed descriptions of each core competency and performance criteria
2. Appendix B - Rating Scale Guide: Comprehensive guide explaining the rating scale with examples
3. Appendix C - Goal Setting Framework: Template and guidelines for setting SMART goals
4. Appendix D - Development Resources: List of available training, development programs, and resources
5. Appendix E - Performance Improvement Plan Template: Standard template for documenting performance improvement requirements when needed
6. Schedule 1 - Department-Specific KPIs: List of key performance indicators specific to different departments
7. Schedule 2 - Regulatory Requirements: Summary of relevant regulatory requirements that affect performance evaluation
Performance Rating Scale
Core Competencies
Key Performance Indicators (KPIs)
Development Plan
Performance Goals
SMART Objectives
Performance Improvement Plan
Evaluator
Evaluatee
Review Cycle
Performance Standards
Exceptional Performance
Meets Expectations
Needs Improvement
Unsatisfactory Performance
Professional Development
Career Progression
Peer Review
Self-Assessment
Competency Framework
Performance Metrics
Assessment Criteria
Rating Period
Interim Review
Final Review
Achievement Targets
Development Goals
Performance Indicators
Evaluation Committee
Appeal Process
Performance Documentation
Behavioral Indicators
Technical Competencies
Soft Skills
Rating Scale
Goals and Objectives
Competency Evaluation
Professional Development
Employee Comments
Confidentiality
Data Protection
Acknowledgment
Review Process
Appeal Rights
Documentation Requirements
Performance Metrics
Evaluation Criteria
Development Planning
Compliance Requirements
Non-Discrimination
Accessibility Accommodation
Signature Requirements
Record Retention
Amendment Process
Performance Standards
Feedback Mechanisms
Review Frequency
Performance Improvement
Financial Services
Healthcare
Information Technology
Manufacturing
Retail
Education
Professional Services
Government
Non-Profit
Telecommunications
Construction
Energy
Transportation
Hospitality
Legal Services
Consulting
Research and Development
Media and Entertainment
Human Resources
People Operations
Talent Management
Learning and Development
Employee Relations
Organizational Development
Performance Management
HR Operations
HR Administration
Compliance
Legal
Human Resources Manager
HR Director
People Operations Manager
Talent Management Specialist
Performance Management Coordinator
HR Business Partner
Department Manager
Team Leader
Supervisor
Chief Human Resources Officer
HR Compliance Officer
Employee Relations Manager
Learning and Development Manager
Organizational Development Specialist
HR Administrator
HR Consultant
Find the exact document you need
Nonprofit Employee Performance Review
A Canadian-compliant performance review template for nonprofit organization employees, focusing on both standard performance metrics and mission-driven objectives.
Maintenance Employee Evaluation
A Canadian-compliant evaluation template for assessing maintenance personnel performance, technical competency, and safety compliance.
Executive Performance Evaluation
A Canadian-compliant framework for formal evaluation of executive performance, incorporating corporate governance requirements and employment standards.
Executive Director Evaluation
A Canadian-compliant framework for conducting formal Executive Director performance evaluations, aligned with federal and provincial governance requirements.
Employer Evaluation
A Canadian-compliant employer evaluation document for structured performance assessment and professional development planning.
Summary For Annual Performance Review
A Canadian-compliant formal document summarizing an employee's annual performance evaluation, including achievements, competencies assessment, and future objectives.
Standard Performance Evaluation Form
A Canadian-compliant performance evaluation document for structured employee assessment and development planning, adhering to federal and provincial employment standards.
Staff Appraisal Form
A Canadian-compliant employee performance evaluation form for structured assessment of work performance and goal achievement.
Performance Review Summary
A Canadian-compliant document that formally records and communicates employee performance evaluation outcomes, aligned with federal and provincial employment standards.
Performance Review Evaluation Form
A Canadian-compliant performance evaluation form for structured assessment of employee performance, goal achievement, and development planning.
Coworker Evaluation Form
A Canadian-compliant employee evaluation form for structured assessment of workplace performance and professional development.
Company Appraisal
A Canadian-law governed agreement for professional business valuation services, outlining scope, methodology, and deliverables in compliance with federal and provincial regulations.
Annual Staff Review
A Canadian-compliant Annual Staff Review template for conducting structured employee performance evaluations and goal-setting processes.
6 Month Employee Evaluation Form
A Canadian-compliant six-month employee evaluation form for conducting and documenting standardized performance reviews.
30 Day Employee Evaluation
A Canadian-compliant 30-day employee performance evaluation document for assessing new hire performance and determining continued employment suitability.
Employee Customer Service Performance Review
A Canadian-compliant performance evaluation framework for customer service employees, incorporating comprehensive assessment metrics and professional development planning.
Semi Annual Review
A Canadian-compliant semi-annual employee performance evaluation document that facilitates structured assessment and professional development planning.
90 Day Performance Review
A Canadian-compliant 90-day employee performance evaluation document for formal assessment of new employee achievements and development areas.
Hourly Performance Review
Canadian-compliant performance review template for hourly employees, enabling structured evaluation of work performance and development planning.
Personal Development Review Form
A Canadian-compliant employee performance evaluation and development planning document that facilitates structured assessment and goal-setting discussions between employees and managers.
Technician Performance Evaluation Form
A Canadian-compliant performance evaluation form for technical staff assessment, focusing on competencies, safety, and professional development.
Self Appraisal Document
A Canadian-compliant self-evaluation document for employees to assess their performance and professional development during a review period.
Modern Performance Review
A Canadian-compliant performance review template for evaluating employee performance, setting objectives, and planning professional development.
Evaluation Form
A Canadian-compliant employee evaluation form template for conducting and documenting standardized performance assessments.
6 Month Probation Review
A Canadian-compliant formal evaluation document used to assess employee performance and suitability during their 6-month probationary period.
60 Day Employee Performance Review
A Canadian-compliant 60-day employee performance review template for comprehensive evaluation and documentation of employee performance and development goals.
Employee Appraisal
Canadian-compliant employee performance appraisal template for documenting employee evaluation, goals, and development plans.
Team Evaluation Form
A Canadian-compliant performance evaluation document for structured assessment of employee performance and development planning.
Performance Appraisal Form For Production Workers
A Canadian-compliant performance evaluation form for production workers, designed to assess workplace performance and skills in manufacturing environments.
Dentist Appraisal
A Canadian-compliant professional evaluation framework for assessing dentist performance, clinical skills, and practice management capabilities.
Appraisal Policy
A Canadian-compliant policy document establishing procedures and guidelines for conducting employee performance appraisals within organizations.
Board Self Evaluation
A Canadian-compliant framework for corporate board self-evaluation, establishing processes and criteria for assessing board effectiveness and governance practices.
Performance Appraisal
A Canadian-compliant performance appraisal template for documenting employee evaluations, goal-setting, and development plans in accordance with federal and provincial employment standards.
Employee Evaluation
A Canadian-compliant employee evaluation document for assessing and documenting employee performance, achievements, and development goals.
Performance Evaluation Form For Managers
A Canadian-compliant performance evaluation template for assessing managerial effectiveness and development needs within organizations.
Mid Year Review Form
A Canadian-compliant mid-year performance evaluation form for documenting employee progress, achievements, and development needs.
Admin Performance Review
A Canadian-compliant performance evaluation document for assessing administrative staff performance, goal achievement, and professional development needs.
Accountant Performance Review
A Canadian-compliant performance review template for evaluating accounting professionals, aligned with CPA standards and provincial regulations.
Monthly Sales Performance Review
A Canadian-compliant document for conducting and documenting monthly sales performance evaluations, aligned with federal and provincial employment standards.
9 Box Performance Review
A Canadian-compliant 9 Box Performance Review framework for evaluating employee performance and potential, with comprehensive guidelines and documentation requirements.
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it


.png)
.png)