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1. Employee and Evaluator Information: Basic details including employee name, position, department, evaluator name, and evaluation period
2. Performance Criteria Overview: List of main performance areas being evaluated (e.g., job knowledge, quality of work, communication)
3. Achievement of Previous Goals: Review of goals set in the previous evaluation period and extent of achievement
4. Core Competencies Assessment: Evaluation of essential job-related competencies with rating scale and commentary
5. Goals and Objectives Review: Assessment of specific goals and targets set for the evaluation period
6. Development and Training: Discussion of professional development activities and training completed during the review period
7. Future Goals and Objectives: Setting of new goals and objectives for the upcoming period
8. Overall Performance Rating: Summary evaluation score with justification
9. Signatures and Acknowledgment: Space for both employee and evaluator signatures, date, and any final comments
1. 360-Degree Feedback Summary: Include when the organization uses 360-degree feedback as part of the evaluation process
2. Project-Specific Achievements: For employees involved in specific projects during the evaluation period
3. Sales/Revenue Performance: For sales positions or roles with specific revenue targets
4. Leadership Assessment: For employees in management or leadership positions
5. Work From Home Performance: For employees who work remotely or in hybrid arrangements
6. Cultural Fit and Values: When organization places specific emphasis on cultural alignment
7. Innovation and Improvement Suggestions: For organizations that want to encourage employee input on process improvements
1. Performance Rating Scale Guide: Detailed explanation of the rating scale used in the evaluation
2. Competency Framework: Detailed descriptions of each competency and expected behaviors
3. Development Plan Template: Structured template for recording agreed development activities
4. Performance Improvement Plan Template: Template to be used if performance improvement is required
5. Previous Period Goals Reference: Copy of goals set in the previous evaluation period
6. Job Description: Current job description against which performance is evaluated
Performance Rating
Competencies
Key Performance Indicators (KPIs)
Development Plan
Performance Improvement Plan
Evaluator
Evaluee
Review Date
Core Responsibilities
Career Development Goals
Objectives
Performance Standards
Rating Scale
Competency Framework
Professional Development Activities
360-Degree Feedback
Self-Assessment
Works Council
Direct Manager
HR Representative
Performance Metrics
Target Goals
Assessment Criteria
Evaluation Meeting
Review Process
Action Points
Development Needs
Performance Cycle
Calibration
Objectives and Goals
Rating Methodology
Feedback Process
Data Protection
Confidentiality
Employee Rights
Development Planning
Dispute Resolution
Documentation Requirements
Review Process
Evaluation Criteria
Professional Development
Performance Metrics
Goal Setting
Employee Acknowledgment
Appeals Process
Record Retention
Training Requirements
Signature Requirements
Financial Services
Technology
Healthcare
Manufacturing
Retail
Professional Services
Education
Government
Non-profit
Construction
Telecommunications
Energy
Transportation
Media and Entertainment
Hospitality
Human Resources
People Operations
Learning and Development
Employee Relations
Compensation and Benefits
Performance Management
Legal
Operations
Senior Management
Middle Management
Human Resources Manager
Department Manager
Team Leader
Operations Director
HR Business Partner
Performance Management Specialist
Training and Development Manager
Compensation and Benefits Manager
Employee Relations Manager
Line Manager
Supervisor
Department Head
CEO
Executive Director
Managing Director
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