Performance Appraisal Evaluation Form for Hong Kong

Performance Appraisal Evaluation Form Template for Hong Kong

This Performance Appraisal Evaluation Form is a comprehensive document designed to comply with Hong Kong employment laws and regulations, including the Employment Ordinance and various anti-discrimination ordinances. It provides a structured framework for evaluating employee performance, setting objectives, and documenting professional development plans. The form encompasses both quantitative and qualitative assessment criteria, ensuring a fair and transparent evaluation process while maintaining compliance with Hong Kong's Personal Data (Privacy) Ordinance regarding the handling of employee information.

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What is a Performance Appraisal Evaluation Form?

The Performance Appraisal Evaluation Form is an essential HR document used in Hong Kong workplaces to facilitate formal performance reviews and employee development discussions. This document is typically used during annual, semi-annual, or quarterly performance reviews, depending on the organization's policies. It complies with Hong Kong employment legislation, including the Employment Ordinance (Cap. 57) and the Personal Data (Privacy) Ordinance (Cap. 486). The form captures crucial information about employee performance, including achievement of objectives, competency assessments, development needs, and future goals. It serves as an official record of performance discussions and forms the basis for employment decisions such as promotions, compensation adjustments, and development opportunities.

What sections should be included in a Performance Appraisal Evaluation Form?

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

2. Performance Rating Scale: Clear explanation of the rating system used (e.g., 1-5 scale, with detailed descriptions of what each rating level means)

3. Core Competencies Evaluation: Assessment of fundamental skills and behaviors required for the role, including ratings and specific examples

4. Job-Specific Performance Metrics: Evaluation of key performance indicators (KPIs) and job-specific goals set for the review period

5. Achievement of Objectives: Review of specific goals and objectives set during the previous review period and their completion status

6. Overall Performance Summary: Comprehensive summary of the employee's performance, including strengths and areas for improvement

7. Employee Self-Assessment: Section for employee to provide their own assessment of their performance and achievements

8. Future Goals and Objectives: Setting of new goals and objectives for the next review period

9. Development Plan: Identified areas for professional development and specific action plans

10. Acknowledgment and Signatures: Space for both evaluator and employee signatures, dates, and any comments

What sections are optional to include in a Performance Appraisal Evaluation Form?

1. Peer Review Input: Optional section for incorporating feedback from colleagues and team members, useful for roles requiring significant collaboration

2. Client/Customer Feedback: For customer-facing roles, includes relevant feedback from external stakeholders

3. Project-Specific Evaluation: For project-based roles, detailed assessment of project management and delivery

4. Leadership Assessment: For management positions, evaluation of leadership capabilities and team management

5. Technical Skills Assessment: Detailed evaluation of specific technical skills relevant to specialized roles

6. Remote Work Performance: Assessment of effectiveness in remote working arrangements, if applicable

7. Cross-Cultural Competency: For roles requiring international interaction, assessment of cross-cultural communication and awareness

What schedules should be included in a Performance Appraisal Evaluation Form?

1. Performance Rating Criteria Guide: Detailed descriptions of performance levels and rating criteria for each competency

2. KPI Measurement Matrix: Specific metrics and calculations used for measuring quantitative performance indicators

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

4. Competency Framework: Detailed breakdown of required competencies for the specific role and level

5. Previous Period Goals: Record of goals and objectives from the previous review period

6. Performance Improvement Plan Template: Standard template for documenting specific improvement needs and action plans if required

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

Hong Kong

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions
Relevant Industries

Financial Services

Technology

Manufacturing

Retail

Healthcare

Education

Professional Services

Construction

Hospitality

Telecommunications

Real Estate

Transportation

Energy

Media and Entertainment

Non-profit

Government and Public Sector

Insurance

Legal Services

Consulting

Research and Development

Relevant Teams

Human Resources

People Operations

Learning and Development

Talent Management

Performance Management

Employee Relations

Organizational Development

Management

Leadership

Administration

Relevant Roles

Human Resources Director

HR Manager

HR Business Partner

Training and Development Manager

Compensation and Benefits Manager

Talent Management Specialist

Performance Management Coordinator

Department Manager

Team Leader

Supervisor

Line Manager

Division Head

Chief Executive Officer

Chief Human Resources Officer

Operations Manager

Project Manager

Department Director

Regional Manager

Branch Manager

Unit Head

Industries
Employment Ordinance (Cap. 57): The main employment legislation in Hong Kong that sets out basic employment conditions and rights. Important for ensuring performance appraisals align with employment terms and conditions.
Personal Data (Privacy) Ordinance (Cap. 486): Regulates the collection, handling, and storage of personal data. Crucial for ensuring proper handling of employee performance data and maintaining confidentiality of appraisal information.
Sex Discrimination Ordinance (Cap. 480): Prohibits discrimination based on gender in employment practices, including performance evaluations and related employment decisions.
Disability Discrimination Ordinance (Cap. 487): Ensures fair treatment of employees with disabilities in workplace assessments and reasonable accommodation in performance expectations.
Race Discrimination Ordinance (Cap. 602): Prevents discrimination based on race in employment practices, including performance evaluations and career advancement decisions.
Family Status Discrimination Ordinance (Cap. 527): Protects against discrimination based on family responsibilities, ensuring fair performance evaluation regardless of family status.
Contracts (Rights of Third Parties) Ordinance (Cap. 623): May be relevant if the performance appraisal impacts third-party rights or involves external stakeholders in the evaluation process.
Equal Opportunities Commission Guidance: While not legislation, provides important guidelines on fair employment practices and non-discriminatory performance evaluation methods.
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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