This Performance Review Management document serves as a crucial tool for organizations operating in Hong Kong to establish and maintain a structured, fair, and legally compliant performance evaluation system. It is designed to be implemented when organizations need to standardize their approach to performance management, ensure consistency in employee evaluations, and align with Hong Kong's employment legislation. The document incorporates requirements from various Hong Kong ordinances, including the Employment Ordinance (Cap. 57) and Personal Data (Privacy) Ordinance (Cap. 486), while providing practical guidelines for performance assessment, feedback delivery, and performance improvement planning. It is particularly valuable for organizations seeking to establish transparent evaluation processes, maintain proper documentation, and protect both employer and employee interests in the performance review process.
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1. Parties: Identifies the employer and employee groups to whom this performance review management system applies
2. Background: Explains the purpose and objectives of the performance review system and its role in employee development
3. Definitions: Defines key terms used throughout the document including performance metrics, rating scales, and review periods
4. Review Cycle: Specifies the frequency and timing of performance reviews, including regular reviews and special assessments
5. Performance Criteria: Outlines the standard evaluation criteria and key performance indicators (KPIs) used in assessments
6. Review Process: Details the step-by-step procedure for conducting performance reviews, including preparation, meeting protocols, and documentation
7. Rating System: Explains the performance rating scale and criteria for each rating level
8. Documentation Requirements: Specifies the forms, records, and documentation needed throughout the review process
9. Rights and Responsibilities: Defines the roles and responsibilities of managers, employees, and HR in the review process
10. Appeals Process: Outlines the procedure for employees to challenge or appeal their performance reviews
11. Data Protection: Addresses the handling and protection of personal data in accordance with Hong Kong's Privacy Ordinance
12. Review Outcomes: Explains how review results may impact compensation, promotion, development, or performance improvement plans
1. Remote Review Procedures: Specific procedures for conducting performance reviews remotely, used when employees work remotely or in different locations
2. Probationary Review Process: Special provisions for reviewing employees during their probationary period
3. Performance Improvement Plans: Detailed procedures for managing underperforming employees, used when specific guidance on improvement plans is needed
4. 360-Degree Feedback: Procedures for incorporating feedback from multiple sources, used when implementing comprehensive feedback systems
5. Calibration Process: Procedures for ensuring consistency in ratings across departments, used in larger organizations
6. Special Circumstances: Provisions for managing reviews during exceptional circumstances (e.g., long-term illness, secondment)
7. Bonus and Incentive Linkage: Specific provisions linking performance reviews to bonus or incentive schemes, used when direct compensation links exist
1. Performance Review Form: Standard template for documenting performance reviews and ratings
2. Competency Framework: Detailed description of competencies and behaviors expected at each job level
3. Rating Scale Guide: Comprehensive guide explaining each rating level with examples
4. KPI Library: Collection of standard KPIs by job function or department
5. Timeline and Deadlines: Annual schedule of review-related activities and deadlines
6. Self-Assessment Form: Template for employee self-evaluation
7. Performance Improvement Plan Template: Standard format for documenting performance improvement plans
8. Appeal Form: Standard template for submitting performance review appeals
Relevant legal definitions
Appraisal Period
Performance Criteria
Key Performance Indicators (KPIs)
Performance Rating
Review Meeting
Reviewing Manager
Reviewee
Performance Improvement Plan (PIP)
Calibration Session
Development Goals
Competencies
Self-Assessment
360-Degree Feedback
Performance Standards
Review Cycle
Interim Review
Annual Review
Performance Metrics
Rating Scale
Exceptional Performance
Meets Expectations
Below Expectations
Objectives
Career Development Plan
Performance Documentation
Review Form
Appeal Process
Probationary Review
Performance File
Evaluation Committee
Peer Review
Performance Summary
Target Setting
Competency Framework
Personal Development Plan
Review Timeline
Assessment Criteria
Grievance Procedure
Performance Cycle
Moderation Process
Performance Criteria
Key Performance Indicators (KPIs)
Performance Rating
Review Meeting
Reviewing Manager
Reviewee
Performance Improvement Plan (PIP)
Calibration Session
Development Goals
Competencies
Self-Assessment
360-Degree Feedback
Performance Standards
Review Cycle
Interim Review
Annual Review
Performance Metrics
Rating Scale
Exceptional Performance
Meets Expectations
Below Expectations
Objectives
Career Development Plan
Performance Documentation
Review Form
Appeal Process
Probationary Review
Performance File
Evaluation Committee
Peer Review
Performance Summary
Target Setting
Competency Framework
Personal Development Plan
Review Timeline
Assessment Criteria
Grievance Procedure
Performance Cycle
Moderation Process
Clauses
Purpose and Scope
Confidentiality
Data Protection
Review Process
Performance Metrics
Rating Methodology
Documentation Requirements
Rights and Obligations
Non-Discrimination
Appeals and Grievances
Record Keeping
Amendment Rights
Communication Protocol
Timeline and Deadlines
Review Frequency
Performance Standards
Feedback Process
Development Planning
Remedial Actions
Compliance Requirements
Review Participants
Training and Support
Quality Assurance
Moderation Process
Employee Rights
Management Responsibilities
Dispute Resolution
Implementation Process
Monitoring and Evaluation
Review Outcomes
Performance Improvement
Career Development
Probationary Provisions
Special Circumstances
Remote Working Considerations
Confidentiality
Data Protection
Review Process
Performance Metrics
Rating Methodology
Documentation Requirements
Rights and Obligations
Non-Discrimination
Appeals and Grievances
Record Keeping
Amendment Rights
Communication Protocol
Timeline and Deadlines
Review Frequency
Performance Standards
Feedback Process
Development Planning
Remedial Actions
Compliance Requirements
Review Participants
Training and Support
Quality Assurance
Moderation Process
Employee Rights
Management Responsibilities
Dispute Resolution
Implementation Process
Monitoring and Evaluation
Review Outcomes
Performance Improvement
Career Development
Probationary Provisions
Special Circumstances
Remote Working Considerations
Relevant Industries
Financial Services
Technology
Manufacturing
Retail
Healthcare
Education
Professional Services
Hospitality
Construction
Telecommunications
Real Estate
Transportation and Logistics
Media and Entertainment
Non-Profit Organizations
Government and Public Sector
Relevant Teams
Human Resources
Legal
Compliance
Senior Management
Middle Management
Operations
Training and Development
Employee Relations
Talent Management
Compensation and Benefits
Relevant Roles
Chief Executive Officer
Human Resources Director
HR Manager
Department Head
Line Manager
Team Leader
HR Business Partner
Performance Management Specialist
Training and Development Manager
Compensation and Benefits Manager
Employee Relations Manager
Talent Management Director
Operations Manager
Department Supervisor
HR Administrator
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