Annual Performance Appraisal Report for Philippines

Annual Performance Appraisal Report Template for Philippines

A standardized performance evaluation document designed in compliance with Philippine labor laws and regulations, particularly aligned with the Labor Code of the Philippines and DOLE guidelines. This comprehensive report serves as an official record of an employee's annual performance assessment, documenting achievements, areas for improvement, and development plans. The document incorporates both quantitative and qualitative evaluation metrics, ensuring a fair and transparent assessment process while maintaining compliance with local data privacy requirements and employment standards.

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What is a Annual Performance Appraisal Report?

The Annual Performance Appraisal Report is a crucial human resource management tool used in Philippine organizations to formally evaluate employee performance over a 12-month period. This document, mandated for proper employee performance management and documentation under Philippine labor laws, serves multiple purposes including performance tracking, career development planning, and merit-based compensation decisions. It should be completed annually for all permanent employees, with timing typically aligned to either the calendar year or the employee's anniversary date. The report must comply with DOLE regulations regarding performance evaluation transparency and the Data Privacy Act of 2012 for handling personal information. It forms the basis for promotion decisions, salary adjustments, and training needs identification, while providing legal documentation for employment-related decisions.

What sections should be included in a Annual Performance Appraisal Report?

1. Employee Information: Basic details including name, position, department, employee ID, and period of review

2. Performance Period: Specific timeframe covered by the appraisal (usually one year with exact dates)

3. Key Performance Indicators (KPIs): Listing and evaluation of pre-agreed performance metrics and targets

4. Core Competencies Assessment: Evaluation of fundamental skills and behaviors required for the role

5. Achievement of Objectives: Detailed assessment of goals set during the previous review period

6. Training and Development: Record of training completed and skills acquired during the review period

7. Areas for Improvement: Identification of development needs and performance gaps

8. Overall Performance Rating: Final performance score based on predetermined rating scale

9. Future Objectives: Goals and targets for the next review period

10. Employee Comments: Space for employee feedback and comments on the appraisal

11. Acknowledgment and Signatures: Formal signing section for employee, evaluator, and reviewing officer

What sections are optional to include in a Annual Performance Appraisal Report?

1. Project-Specific Achievements: For employees involved in special projects during the review period

2. Leadership Assessment: For employees in management or supervisory positions

3. Sales Performance Metrics: For sales-related positions with specific revenue targets

4. Innovation and Creativity: For roles requiring significant creative or innovative output

5. Client/Customer Feedback: For customer-facing roles where client feedback is crucial

6. Technical Skills Assessment: For technical positions requiring specific skill evaluations

7. Safety and Compliance: For roles involving safety-critical operations or regulatory compliance

8. Team Performance Impact: For team leaders or those in collaborative roles

What schedules should be included in a Annual Performance Appraisal Report?

1. Schedule A - Performance Rating Scale: Detailed explanation of the rating system and scoring criteria

2. Schedule B - Core Competency Framework: Detailed breakdown of core competencies and their assessment criteria

3. Schedule C - KPI Calculation Methods: Formulas and methodologies used for calculating KPI achievements

4. Schedule D - Development Plan Template: Structured template for recording training and development plans

5. Appendix 1 - Supporting Documentation: Attachments of certificates, awards, or other performance evidence

6. Appendix 2 - Previous Year's Objectives: Record of objectives set in the last appraisal for reference

7. Appendix 3 - Incident Reports: If applicable, documentation of any significant workplace incidents or achievements

8. Appendix 4 - Training Records: Detailed log of all training programs attended during the review period

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Philippines

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions
Relevant Industries

Banking and Finance

Information Technology

Manufacturing

Retail

Healthcare

Education

Public Sector

Telecommunications

Business Process Outsourcing

Construction

Hospitality

Professional Services

Energy and Utilities

Agriculture

Transportation and Logistics

Relevant Teams

Human Resources

Operations

Finance

Information Technology

Sales

Marketing

Customer Service

Research and Development

Legal

Administration

Quality Assurance

Production

Business Development

Corporate Communications

Procurement

Relevant Roles

Chief Executive Officer

Department Manager

Team Leader

HR Director

Operations Manager

Software Developer

Sales Representative

Customer Service Representative

Administrative Officer

Financial Analyst

Project Manager

Marketing Coordinator

Research Analyst

Technical Support Specialist

Quality Assurance Engineer

Account Executive

Production Supervisor

Legal Counsel

Business Development Manager

Executive Assistant

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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