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Formal Performance Appraisals
"I need a Formal Performance Appraisals template for our Jakarta-based technology startup that includes specific KPIs for software developers and incorporates our quarterly review cycle starting January 2025, with emphasis on technical skills assessment and peer review components."
1. Employee Information: Details of the employee being evaluated, including name, position, department, and employment duration
2. Evaluation Period: Specific time period covered by the performance appraisal
3. Performance Criteria: Detailed listing of core competencies, KPIs, and behavioral indicators being evaluated
4. Rating Scale: Explanation of the rating system used for evaluation (e.g., 1-5 scale, definitions of each rating level)
5. Performance Assessment: Detailed evaluation of each performance criterion with supporting evidence and specific examples
6. Overall Performance Rating: Summary of the employee's overall performance level based on all evaluated criteria
7. Development Plan: Specific actions and recommendations for improvement or career development
8. Employee Feedback: Space for employee comments and responses to the evaluation
9. Acknowledgment and Signatures: Formal acknowledgment of the appraisal by both evaluator and employee, with date and signatures
1. Peer Review Input: Additional feedback from colleagues and team members, used when 360-degree feedback is part of the evaluation process
2. Project-Specific Achievements: Detailed review of specific projects handled during the evaluation period, relevant for project-based roles
3. Client/Customer Feedback: Incorporation of client or customer feedback, particularly relevant for customer-facing roles
4. Technical Skills Assessment: Detailed evaluation of specific technical competencies, particularly relevant for technical roles
5. Leadership Competencies: Specific evaluation of leadership capabilities, included for management positions
6. Safety and Compliance Review: Assessment of adherence to safety protocols and compliance requirements, essential for roles in regulated industries
7. Language Proficiency: Evaluation of language skills, relevant for positions requiring multiple language capabilities
1. Schedule A: Performance Metrics Definition: Detailed definitions and measurement criteria for each performance indicator
2. Schedule B: Rating Scale Guidelines: Comprehensive guidelines for applying the rating scale consistently
3. Schedule C: Development Resources: List of available training programs, courses, and development resources
4. Schedule D: Performance Improvement Plan Template: Standard template for documenting specific improvement actions when needed
5. Appendix 1: Self-Assessment Form: Template for employee self-evaluation prior to the formal appraisal
6. Appendix 2: Competency Framework: Detailed description of all competencies and their respective levels
7. Appendix 3: Goal Setting Template: Standardized format for setting and tracking performance goals
Authors
Performance Criteria
Key Performance Indicators (KPIs)
Competencies
Rating Scale
Evaluator
Appraisee
Performance Goals
Development Plan
Core Competencies
Performance Standards
Review Cycle
Performance Improvement Plan
Self-Assessment
Peer Review
Performance Rating
Evaluation Metrics
Behavioral Indicators
Target Achievement
Career Development Goals
Performance Review Committee
Evaluation Framework
Assessment Methodology
Feedback Session
Professional Development Activities
Performance Documentation
Evaluation Period
Company
Employee
Direct Supervisor
Department Head
HR Representative
Grievance Process
Review Meeting
Performance Records
Performance Criteria
Rating Methodology
Review Period
Confidentiality
Data Protection
Employee Rights
Grievance Procedure
Documentation Requirements
Feedback Process
Development Planning
Performance Improvement
Review Meetings
Goal Setting
Assessment Criteria
Appeals Process
Record Keeping
Non-Discrimination
Amendments
Signature Requirements
Review Frequency
Compliance
Dispute Resolution
Performance Standards
Evaluation Timeline
Acknowledgment
Banking and Financial Services
Manufacturing
Technology and IT
Retail and Consumer Goods
Healthcare
Education
Professional Services
Construction
Mining and Resources
Telecommunications
Hospitality and Tourism
Transportation and Logistics
Energy
Agriculture
Public Sector
Human Resources
Finance
Operations
Sales
Marketing
Information Technology
Research and Development
Customer Service
Production
Quality Assurance
Business Development
Legal
Administration
Supply Chain
Project Management Office
Corporate Communications
Chief Executive Officer
Human Resources Director
Department Manager
Team Leader
Project Manager
Senior Executive
Staff Officer
Administrative Assistant
Technical Specialist
Sales Representative
Customer Service Representative
Operations Manager
Finance Manager
Marketing Executive
Research Analyst
Software Developer
Production Supervisor
Quality Control Inspector
Account Manager
Business Development Manager
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