Hong Kong
Legal Templates
Staff Self Appraisal Form

Staff Self Appraisal Form Template for Hong Kong

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Key Requirements PROMPT example:

Staff Self Appraisal Form

I need a Staff Self Appraisal Form for a technology startup in Hong Kong with 50 employees, focusing heavily on innovation metrics and technical skill development, to be implemented for our Q2 2025 performance review cycle.

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What is a Staff Self Appraisal Form?

The Staff Self Appraisal Form is a fundamental component of the performance management system in Hong Kong organizations, designed to facilitate employee self-reflection and professional development. This document is typically used during annual or semi-annual performance review cycles, allowing employees to evaluate their own performance against preset objectives, competencies, and development goals. The form complies with Hong Kong employment legislation, including the Employment Ordinance and Personal Data (Privacy) Ordinance, ensuring fair and lawful collection and use of employee performance data. It captures information about achievement of objectives, demonstration of core competencies, key accomplishments, areas for improvement, and career aspirations, serving as a basis for performance discussions with managers and supporting decisions about career advancement and development opportunities.

What sections should be included in a Staff Self Appraisal Form?

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

2. Performance Objectives Review: Assessment of achievement against previously set objectives and KPIs

3. Core Competencies Evaluation: Self-rating and comments on standard organizational competencies such as communication, teamwork, and initiative

4. Key Achievements: Notable accomplishments and contributions during the review period

5. Areas for Improvement: Self-identified development needs and areas requiring enhancement

6. Career Development: Career aspirations and proposed development activities for the next period

7. Additional Comments: Space for any other relevant feedback or comments

8. Declaration: Employee's declaration of honest completion and signature section

What sections are optional to include in a Staff Self Appraisal Form?

1. Project-Specific Achievements: For employees involved in specific projects during the review period

2. Innovation and Creativity: For organizations emphasizing innovative thinking and creative solutions

3. Client/Stakeholder Feedback: For customer-facing roles where client interaction is significant

4. Technical Skills Assessment: For technical roles requiring specific skill evaluation

5. Leadership Capabilities: For management positions or employees in leadership roles

6. Cross-Cultural Competence: For organizations with international operations or diverse workforces

What schedules should be included in a Staff Self Appraisal Form?

1. Performance Rating Scale Guide: Detailed explanation of the rating scale used in the evaluation

2. Core Competencies Framework: Detailed descriptions of each core competency and expected behaviors

3. Previous Period Objectives: List of objectives set in the last review period

4. Development Resources: Available training and development opportunities within the organization

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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alex.den.21@genieai.co
Relevant legal definitions
Appraisal Period
Performance Objectives
Key Performance Indicators (KPIs)
Core Competencies
Development Goals
Rating Scale
Exceptional Performance
Meets Expectations
Needs Improvement
Unsatisfactory Performance
Career Development Plan
Professional Development
Key Achievements
Areas for Improvement
Competency Framework
Performance Standards
Review Cycle
Self-Assessment
Training Needs
Work Objectives
Performance Metrics
Evaluation Criteria
Development Activities
Strategic Goals
Behavioral Indicators
Relevant Industries

Financial Services

Technology

Manufacturing

Retail

Healthcare

Education

Professional Services

Construction

Hospitality

Transportation

Media and Entertainment

Real Estate

Telecommunications

Public Sector

Non-Profit Organizations

Relevant Teams

Human Resources

Finance

Operations

Information Technology

Sales

Marketing

Customer Service

Research and Development

Legal

Administration

Product Development

Quality Assurance

Business Development

Corporate Communications

Strategy

Relevant Roles

Chief Executive Officer

Managing Director

Department Manager

Team Leader

Senior Executive

Executive

Associate

Analyst

Administrator

Coordinator

Specialist

Officer

Assistant

Supervisor

Technical Lead

Project Manager

Senior Manager

Director

Vice President

Professional Staff

Industries
Personal Data (Privacy) Ordinance (Cap. 486): Governs the collection, handling, and storage of personal data. The self-appraisal form must comply with data protection principles, including purpose and manner of collection, accuracy, retention periods, and security measures.
Employment Ordinance (Cap. 57): Main employment legislation in Hong Kong that provides basic employee rights and benefits. Relevant for performance evaluations as they may affect employment terms, promotions, or termination decisions.
Sex Discrimination Ordinance (Cap. 480): Ensures that performance evaluation criteria and processes do not discriminate based on gender or marital status.
Disability Discrimination Ordinance (Cap. 487): Requires that performance evaluations accommodate and fairly assess employees with disabilities, ensuring no unfair disadvantage.
Family Status Discrimination Ordinance (Cap. 527): Protects employees from being discriminated against based on their family care responsibilities in performance evaluations.
Race Discrimination Ordinance (Cap. 602): Ensures that performance evaluation criteria and processes do not discriminate based on race, color, descent, or national or ethnic origin.
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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