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1. Employee and Reviewer Information: Details of the employee being reviewed and the person conducting the review, including names, positions, and departments
2. Review Period: Specific timeframe covered by the review (dates from and to)
3. Performance Objectives Review: Assessment of performance against previously set objectives and KPIs
4. Core Competencies Assessment: Evaluation of key competencies required for the role
5. Achievement Highlights: Notable accomplishments during the review period
6. Areas for Development: Identification of skills or competencies requiring improvement
7. Overall Performance Rating: Summary rating based on predetermined performance scale
8. Future Objectives: New objectives and targets for the next review period
9. Employee Comments: Space for employee feedback and comments on the review
10. Acknowledgment and Signatures: Formal signing section for both reviewer and employee
1. Salary Review: Used when the performance review is linked to compensation decisions
2. Career Development Plan: Include when discussing long-term career progression and development opportunities
3. Performance Improvement Plan: Required when performance issues need to be formally addressed
4. Project-Specific Assessment: For roles where project work forms a significant part of responsibilities
5. Team Leadership Assessment: For employees with management or team leader responsibilities
6. Health and Safety Compliance: For roles with specific health and safety responsibilities
1. Appendix A - Performance Rating Scale: Detailed explanation of the performance rating system and criteria
2. Appendix B - Initial Objectives: Copy of objectives set at the start of the review period
3. Appendix C - Training Record: Summary of training and development activities completed during the review period
4. Appendix D - KPI Metrics: Detailed performance metrics and data supporting the review
5. Appendix E - Previous Review Summary: Summary of the last performance review for reference
Performance Rating
Key Performance Indicators (KPIs)
Core Competencies
Reviewer
Reviewee
Performance Objectives
Development Goals
Performance Improvement Plan
Career Development Plan
Rating Scale
Exceptional Performance
Meets Expectations
Below Expectations
Professional Development
Competency Framework
Performance Metrics
Review Date
Assessment Criteria
Evaluation Period
Good Faith
Line Manager
Direct Report
Performance Standards
Target Achievement
Objectives Review
Rating Methodology
Confidentiality
Professional Development
Feedback Process
Dispute Resolution
Review Process
Privacy Protection
Data Storage
Good Faith
Performance Metrics
Development Planning
Acknowledgment
Review Schedule
Documentation Requirements
Appeal Process
Remedial Actions
Career Progression
Training Requirements
Technology
Financial Services
Healthcare
Education
Manufacturing
Retail
Professional Services
Public Sector
Non-Profit
Construction
Hospitality
Transportation
Energy
Telecommunications
Agricultural
Human Resources
Finance
Marketing
Sales
Operations
Information Technology
Customer Service
Research and Development
Legal
Administration
Product Development
Quality Assurance
Business Development
Corporate Communications
Chief Executive Officer
Department Manager
Team Leader
Senior Professional
Professional
Administrative Assistant
Technical Specialist
Sales Representative
Customer Service Representative
Operations Manager
Project Manager
Human Resources Manager
Finance Manager
Marketing Executive
Research Analyst
Software Developer
Business Analyst
Account Manager
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