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1. Employee Information: Basic details including employee name, position, department, employee ID, review period, and date of review
2. Performance Rating Scale Definition: Clear explanation of the numerical rating scale (e.g., 1-5) with detailed descriptions of what each number represents
3. Core Competencies Assessment: Evaluation of fundamental skills and behaviors required for all positions, including numerical ratings and comment fields
4. Job-Specific Performance Metrics: Evaluation of role-specific responsibilities and objectives, with numerical ratings and space for examples
5. Goals and Objectives Review: Assessment of achievement of previously set goals and objectives
6. Overall Performance Rating: Calculation and summary of total performance score with weighted averages if applicable
7. Comments and Feedback: Sections for both manager and employee comments on the overall performance assessment
8. Future Development Plan: Outline of development goals and action plans for the next review period
9. Acknowledgment and Signatures: Space for employee and manager signatures, dates, and acknowledgment of review discussion
1. Peer Review Input: Optional section for incorporating feedback from colleagues and team members, used when 360-degree feedback is part of the review process
2. Project-Specific Evaluation: Additional section for evaluating performance on specific major projects, used for project-based roles
3. Leadership Competencies: Specific evaluation criteria for management positions, only included for employees with supervisory responsibilities
4. Cultural Contribution: Assessment of contribution to company culture and values, used in organizations with strong cultural focus
5. Technical Skills Assessment: Detailed evaluation of specific technical skills, used for technical roles or specialized positions
1. Performance Rating Guidelines: Detailed guidelines and examples for each rating level to ensure consistency in scoring
2. Competency Framework: Detailed descriptions of each core competency and expected behaviors at different performance levels
3. Role-Specific KPIs: List of key performance indicators specific to the employee's role or department
4. Development Resources: List of available training, development programs, and resources for addressing identified improvement areas
Rating Scale
Core Competencies
Key Performance Indicators (KPIs)
Performance Standards
Review Date
Reviewer
Reviewee
Line Manager
Development Plan
Performance Goals
Performance Metrics
Competency Framework
Performance Rating
Overall Score
Expected Performance
Below Expected Performance
Exceeds Expected Performance
Development Areas
Action Plan
Performance Improvement Plan
Review Meeting
Self-Assessment
Peer Review
Evaluation Criteria
Objective Evidence
Performance Commentary
Review Cycle
Assessment Period
Calibration
Data Protection
Review Process
Rating Methodology
Performance Standards
Feedback Requirements
Employee Rights
Appeal Process
Record Keeping
Goal Setting
Development Planning
Review Frequency
Evaluation Criteria
Performance Metrics
Signature Requirements
Amendment Process
Grievance Procedure
Non-Discrimination
Good Faith Obligations
Documentation Requirements
Technology
Financial Services
Healthcare
Manufacturing
Retail
Education
Professional Services
Public Sector
Construction
Hospitality
Telecommunications
Non-Profit
Energy
Transportation
Agriculture
Human Resources
People Operations
Performance Management
Talent Development
Employee Relations
Operations
Administration
Legal
Compliance
Learning & Development
Human Resources Manager
HR Business Partner
Performance Management Specialist
Department Manager
Team Leader
Line Manager
Chief Executive Officer
Department Director
Operations Manager
Project Manager
HR Administrator
Talent Development Manager
Personnel Officer
Employee Relations Manager
Management Consultant
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