Performance Appraisal And Job Evaluation Template for Philippines

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Key Requirements PROMPT example:

Performance Appraisal And Job Evaluation

"I need a Performance Appraisal and Job Evaluation document for our IT services company with 200 employees, including specific metrics for technical skills assessment and remote work evaluation, to be implemented by March 2025."

Document background
The Performance Appraisal and Job Evaluation document serves as a crucial tool for organizations operating in the Philippines to effectively assess and manage employee performance while ensuring compliance with local labor laws. This document is essential when implementing or updating performance management systems, particularly in contexts where formal evaluation processes are required for promotion, compensation adjustments, or performance improvement actions. It incorporates requirements from the Philippine Labor Code, DOLE guidelines, and data privacy regulations, making it suitable for both private and public sector organizations. The document typically includes comprehensive evaluation criteria, rating systems, and procedures that can be customized to specific organizational needs while maintaining legal compliance.
Suggested Sections

1. Parties: Identifies the employer/company and the employee being evaluated

2. Background: Establishes the context and purpose of the performance appraisal system

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

4. Scope and Application: Outlines who is covered by the appraisal system and when it applies

5. Evaluation Period and Frequency: Specifies the regular intervals for performance reviews and evaluation periods

6. Performance Criteria: Details the key performance indicators, competencies, and behavioral indicators being evaluated

7. Evaluation Process: Describes the step-by-step procedure for conducting performance appraisals

8. Rating System: Explains the rating scale and scoring methodology used in evaluations

9. Feedback and Documentation: Outlines requirements for providing feedback and maintaining evaluation records

10. Review and Appeal Process: Details the procedures for employees to request review or appeal evaluation results

11. Performance Improvement Plans: Describes the process for addressing performance deficiencies

12. Confidentiality: Specifies how evaluation information will be handled and protected

Optional Sections

1. Remote Work Evaluation: Special considerations and criteria for evaluating remote workers, used when organization has remote employees

2. Probationary Employee Evaluation: Specific evaluation criteria and frequency for probationary employees, included when organization regularly hires probationary workers

3. Project-Based Performance Metrics: Additional evaluation criteria for project-based roles, included for organizations with project-based workers

4. Sales Performance Metrics: Specific evaluation criteria for sales roles, included when evaluating sales personnel

5. Management Evaluation Criteria: Additional criteria for evaluating managers and supervisors, included when document covers management positions

6. Disability Accommodations: Special considerations in evaluation process for employees with disabilities, included to ensure compliance with RA 7277

Suggested Schedules

1. Performance Evaluation Form: Standard form template used for documenting performance evaluations

2. Competency Framework: Detailed description of competencies and their measurement criteria

3. Rating Scale Guide: Detailed explanations and examples for each rating level

4. KPI Measurement Guide: Detailed methodology for measuring each Key Performance Indicator

5. Performance Improvement Plan Template: Standard template for documenting performance improvement plans

6. Appeal Form Template: Standard form for submitting evaluation appeals

7. Job Family Competency Matrix: Specific competency requirements for different job families within the organization

8. Self-Assessment Form: Template for employee self-evaluation prior to formal assessment

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

Banking and Financial Services

Information Technology

Manufacturing

Retail

Healthcare

Education

Business Process Outsourcing

Telecommunications

Construction

Professional Services

Public Sector

Hospitality

Transportation and Logistics

Energy and Utilities

Agricultural Business

Relevant Teams

Human Resources

People Operations

Learning and Development

Talent Management

Employee Relations

Compensation and Benefits

Legal

Compliance

Senior Management

Department Management

Performance Management

Relevant Roles

Human Resources Manager

HR Director

Performance Management Specialist

Compensation and Benefits Manager

Training and Development Manager

Department Manager

Line Manager

Supervisor

Team Leader

HR Business Partner

Talent Management Specialist

Chief Human Resources Officer

Employment Relations Manager

Organizational Development Specialist

HR Compliance Officer

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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