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1. Employee Information: Basic details including employee name, position, department, manager, and review period
2. Review Purpose: Statement of the review's objectives and how it fits into the broader performance management framework
3. Performance Criteria: Key performance indicators and competencies being assessed
4. Achievement Assessment: Evaluation of performance against previously set goals and KPIs
5. Core Competencies Evaluation: Assessment of essential skills and behaviors required for the role
6. Overall Performance Rating: Summary rating based on predetermined performance scale
7. Future Goals and Objectives: Specific, measurable goals for the next review period
8. Development Plan: Identified areas for improvement and proposed development activities
9. Employee Comments: Space for employee feedback and comments on the review
10. Acknowledgment and Signatures: Formal signing section for employee, manager, and HR representative
1. Peer Feedback Summary: Summary of feedback from colleagues and team members, used when 360-degree feedback is part of the review process
2. Project-Specific Performance: Detailed evaluation of specific projects, used for project-based roles
3. Leadership Competencies: Additional assessment of leadership capabilities, included for management positions
4. Technical Skills Assessment: Detailed evaluation of technical competencies, used for technical roles
5. Health and Safety Compliance: Assessment of adherence to health and safety requirements, included for roles with significant H&S responsibilities
6. Cultural Contribution: Evaluation of contribution to company culture and values, used in organizations with strong cultural focus
1. Performance Rating Scale: Detailed explanation of the rating system used in the review
2. Competency Framework: Detailed breakdown of competencies and their assessment criteria
3. Development Resources: List of available training and development opportunities
4. Previous Goals Review: Documentation of goals set in previous review period
5. Performance Improvement Plan Template: Standard template for documenting specific improvement requirements if needed
Performance Criteria
Key Performance Indicators (KPIs)
Core Competencies
Performance Rating
Development Plan
Performance Goals
Reviewing Manager
Performance Improvement Plan
Competency Framework
Review Date
Assessment Criteria
Career Development
Professional Development
Performance Standards
Objectives
Target Goals
Review Cycle
Performance Metrics
Evaluation Period
Rating Scale
Satisfactory Performance
Unsatisfactory Performance
Exceptional Performance
Development Needs
Goal Setting
Confidentiality
Privacy
Review Process
Grievance Procedure
Rating Methodology
Development Planning
Feedback Process
Documentation Requirements
Performance Metrics
Competency Assessment
Review Frequency
Appeal Process
Data Protection
Employee Rights
Performance Improvement
Training and Development
Signature Requirements
Record Keeping
Information Technology
Financial Services
Healthcare
Manufacturing
Retail
Education
Professional Services
Construction
Hospitality
Public Sector
Non-Profit
Telecommunications
Energy
Agriculture
Transportation
Human Resources
People & Culture
Legal
Management
Operations
Administration
Performance Management
Learning & Development
Talent Management
Employee Relations
Chief Executive Officer
Department Manager
Team Leader
Human Resources Manager
HR Business Partner
Performance Management Specialist
Line Manager
Supervisor
Department Head
Regional Manager
Branch Manager
Project Manager
Operations Manager
General Manager
Director
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