Organization Performance Evaluation Template for Philippines

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Key Requirements PROMPT example:

Organization Performance Evaluation

"I need an Organization Performance Evaluation document for our Manila-based tech company with 500 employees, compliant with Philippine labor laws, to be implemented by March 2025, with special emphasis on remote work evaluation and data privacy provisions."

Document background
The Organization Performance Evaluation document serves as a critical tool for Philippine-based organizations to establish and maintain standardized performance assessment procedures. It is designed to comply with the requirements set forth by the Philippine Labor Code, Civil Service Commission regulations, and relevant data privacy laws. This document becomes necessary when organizations need to implement or update their performance management systems, ensuring fair and objective evaluation processes across all organizational levels. It includes comprehensive guidelines for setting performance standards, conducting evaluations, providing feedback, and managing performance-related decisions. The framework addresses both regular performance cycles and special circumstances such as probationary periods or performance improvement situations, while ensuring alignment with Philippine employment laws and best practices in human resource management.
Suggested Sections

1. Parties: Identifies the organization and the departments/units subject to the performance evaluation system

2. Background: Explains the purpose and objectives of implementing the performance evaluation system

3. Definitions: Defines key terms used throughout the document including performance metrics, rating scales, and evaluation periods

4. Scope and Application: Specifies which employees, departments, or units are covered by the evaluation system

5. Legal Framework: References to relevant Philippine laws and regulations governing performance evaluation

6. Evaluation Cycle: Details the frequency, timing, and duration of performance evaluations

7. Performance Criteria: Outlines the key performance indicators (KPIs) and standards for evaluation

8. Evaluation Process: Step-by-step procedure for conducting performance evaluations

9. Roles and Responsibilities: Defines duties of evaluators, evaluees, HR department, and management

10. Rating System: Explains the scoring methodology and rating scale

11. Appeals Process: Procedures for employees to contest evaluation results

12. Data Privacy and Confidentiality: Protocols for handling evaluation data in compliance with privacy laws

13. Review and Amendment: Procedures for updating the evaluation system

Optional Sections

1. Remote Work Evaluation: Specific provisions for evaluating remote or hybrid workers

2. Project-Based Assessment: Additional evaluation criteria for project-based roles

3. Cross-Cultural Considerations: Special provisions for multinational organizations

4. Disability Accommodations: Modifications to evaluation process for employees with disabilities

5. Probationary Employee Evaluation: Special provisions for evaluating employees during probation

6. Department-Specific Metrics: Customized evaluation criteria for specialized departments

7. Performance Improvement Plans: Framework for addressing underperformance

8. Rewards and Recognition: Link between performance evaluation and reward systems

Suggested Schedules

1. Schedule A - Evaluation Forms: Standard templates for performance evaluation forms

2. Schedule B - Rating Criteria Matrix: Detailed breakdown of performance rating criteria and scoring guidelines

3. Schedule C - KPI Definitions: Comprehensive definitions and measurement methods for each KPI

4. Schedule D - Timeline and Deadlines: Annual evaluation calendar with key dates and deadlines

5. Schedule E - Compliance Checklist: Checklist ensuring alignment with Philippine labor laws

6. Appendix 1 - Appeals Form: Standard form for filing evaluation appeals

7. Appendix 2 - Performance Improvement Plan Template: Template for documenting performance improvement actions

8. Appendix 3 - Best Practices Guide: Guidelines for conducting effective evaluations

9. Appendix 4 - Data Privacy Protocol: Detailed procedures for handling evaluation data

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

Relevant legal definitions
Clauses
Relevant Industries

Government and Public Sector

Banking and Financial Services

Manufacturing

Information Technology

Healthcare

Education

Retail

Telecommunications

Business Process Outsourcing

Construction

Energy and Utilities

Non-Profit Organizations

Professional Services

Transportation and Logistics

Relevant Teams

Human Resources

Legal

Compliance

Senior Management

Operations

Quality Assurance

Training and Development

Employee Relations

Organizational Development

Performance Management

Internal Audit

Risk Management

Relevant Roles

Human Resources Director

HR Manager

Performance Management Specialist

Compliance Officer

Department Manager

Team Leader

Chief Human Resources Officer

Training and Development Manager

Employee Relations Manager

Organizational Development Specialist

HR Business Partner

Legal Counsel

Chief Executive Officer

Operations Manager

Quality Assurance Manager

Industries
Labor Code of the Philippines (Presidential Decree No. 442): Primary law governing employment relationships, including provisions for performance evaluation, just causes for termination, and standards for employee assessment
Civil Service Commission Resolution No. 1200481 (SPMS): Establishes the Strategic Performance Management System (SPMS) for government agencies, providing guidelines for performance planning, monitoring, and evaluation
Republic Act 10173 (Data Privacy Act of 2012): Regulates the collection, handling, and protection of personal information, including employee performance data and evaluation records
Republic Act 6713 (Code of Conduct and Ethical Standards): Sets ethical standards and guidelines for public officials and employees, including performance expectations and evaluation criteria
Republic Act 8371 (Anti-Sexual Harassment Act): Must be considered in performance evaluation processes to ensure evaluations are free from gender-based discrimination and harassment
1987 Philippine Constitution, Article XIII (Social Justice and Human Rights): Provides fundamental rights of workers and principles of social justice that must be reflected in performance evaluation systems
DOLE Department Order No. 147-15: Guidelines on worker performance evaluation, including standards for performance metrics and evaluation procedures
Civil Service Commission Memorandum Circular No. 06, s. 2012: Guidelines on the establishment and implementation of agency strategic performance management system
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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