Work Appraisal for Canada

Work Appraisal Template for Canada

A comprehensive employment document used in Canadian jurisdictions to formally evaluate and document an employee's work performance over a specified period. The document incorporates provisions compliant with Canadian federal and provincial employment standards, human rights legislation, and privacy laws. It serves as an official record of performance assessment, goal-setting, and professional development planning, while ensuring fair and non-discriminatory evaluation practices in accordance with Canadian workplace regulations.

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What is a Work Appraisal?

The Work Appraisal document is a crucial tool in Canadian employment relationships, designed to facilitate systematic and objective evaluation of employee performance while ensuring compliance with federal and provincial employment standards. This document should be used during regular performance review cycles, typically conducted annually or semi-annually, to assess employee achievements, set future objectives, and document professional development needs. It includes sections for performance metrics, competency assessments, goal-setting, and development planning, all structured to meet Canadian workplace legislation requirements including human rights, privacy, and employment equity considerations. The Work Appraisal serves as both a performance management tool and a legal record of employment decisions.

What sections should be included in a Work Appraisal?

1. Employee Information: Basic details including employee name, position, department, and employment duration

2. Appraisal Period: Timeframe covered by the evaluation

3. Performance Criteria: List of key performance indicators and competencies being evaluated

4. Performance Ratings: Detailed assessment of performance against each criterion with supporting evidence

5. Overall Assessment: Summary evaluation and comprehensive performance rating

6. Goals and Objectives: Review of previous goals and setting of new objectives for the next period

7. Development Plan: Identified areas for improvement and proposed development activities

8. Employee Comments: Space for employee feedback and responses to the evaluation

9. Acknowledgment: Signatures of evaluator, employee, and relevant management confirming review completion

What sections are optional to include in a Work Appraisal?

1. 360-Degree Feedback: Include when peer and subordinate feedback is part of the evaluation process

2. Project-Specific Assessment: For employees involved in significant projects during the review period

3. Technical Skills Assessment: Detailed evaluation of role-specific technical competencies for technical positions

4. Leadership Competencies: For management positions or employees being groomed for leadership roles

5. Client/Customer Feedback: For customer-facing roles where client feedback is relevant

6. Sales Performance Metrics: For sales roles or positions with revenue-generation responsibilities

7. Safety and Compliance: For roles where safety protocols or regulatory compliance is critical

What schedules should be included in a Work Appraisal?

1. Performance Rating Scale: Detailed explanation of the rating system and performance levels

2. Job Description: Current role description and responsibilities

3. Competency Framework: Detailed breakdown of required competencies and their assessment criteria

4. Previous Goals: Documentation of goals set in the last appraisal period

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

6. Training Record: Summary of completed training and development activities during the review period

7. Metric Documentation: Supporting data and documentation for quantitative performance measures

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

Jurisdiction

Canada

Publisher

Genie AI

Document Type

Evaluation Form

Cost

Free to use
Relevant legal definitions
Relevant Industries

Financial Services

Healthcare

Technology

Manufacturing

Retail

Professional Services

Education

Government

Non-Profit

Construction

Transportation

Energy

Telecommunications

Agriculture

Mining

Hospitality

Relevant Teams

Human Resources

Operations

Finance

Sales

Marketing

Information Technology

Research and Development

Legal

Customer Service

Production

Quality Assurance

Administration

Project Management Office

Business Development

Strategy

Relevant Roles

Chief Executive Officer

Department Manager

Human Resources Director

Project Manager

Software Developer

Financial Analyst

Sales Representative

Administrative Assistant

Operations Manager

Research Scientist

Marketing Coordinator

Customer Service Representative

Production Supervisor

Legal Counsel

Healthcare Professional

Teacher

Engineer

Account Manager

Business Analyst

Technical Support Specialist

Industries
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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