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Performance Appraisal And Performance Evaluation
"I need a Performance Appraisal and Performance Evaluation document for our multinational manufacturing company's Philippine branch, which will be implemented by January 2025, that includes both quarterly and annual review processes and integrates with our existing SAP HR system."
1. Parties: Identifies the employer/organization and the categories of employees covered by this performance appraisal system
2. Background: Explains the purpose and objectives of the performance appraisal system and its role in employee development
3. Definitions: Defines key terms used throughout the document including performance metrics, rating scales, and evaluation periods
4. Performance Evaluation Cycle: Specifies the frequency and timing of performance evaluations, including regular reviews and special assessments
5. Evaluation Criteria: Outlines the core competencies, KPIs, and performance standards that will be assessed
6. Roles and Responsibilities: Defines the roles of evaluators, employees, HR department, and other stakeholders in the evaluation process
7. Evaluation Process: Details the step-by-step procedure for conducting performance evaluations, including self-assessment and supervisor assessment
8. Rating System: Explains the rating scale and scoring methodology used in the evaluation
9. Performance Review Meetings: Establishes guidelines for conducting performance review discussions and feedback sessions
10. Documentation Requirements: Specifies the forms, reports, and records to be maintained throughout the evaluation process
11. Appeals Process: Outlines the procedure for employees to appeal their performance ratings
12. Data Privacy and Confidentiality: Addresses the handling and protection of performance evaluation data in compliance with the Data Privacy Act
1. Performance Improvement Plans: Guidelines for developing and implementing performance improvement plans for underperforming employees
2. Rewards and Recognition: Links performance evaluation results to rewards, promotions, and other recognition programs
3. Remote Work Evaluation: Special considerations and criteria for evaluating employees working remotely
4. Probationary Employee Evaluation: Specific guidelines for evaluating employees during their probationary period
5. Cross-functional Evaluation: Procedures for evaluating employees who work across multiple departments or teams
6. Project-based Assessment: Guidelines for evaluating performance on specific projects or temporary assignments
7. Training and Development: Links between performance evaluation results and employee training/development plans
8. Calibration Process: Procedures for ensuring consistency in ratings across different departments or evaluators
1. Schedule A - Performance Evaluation Form: Standard template for documenting performance evaluations
2. Schedule B - Competency Framework: Detailed description of core competencies and their assessment criteria
3. Schedule C - KPI Library: Comprehensive list of Key Performance Indicators by role or department
4. Schedule D - Rating Scale Guide: Detailed explanations and examples for each rating level
5. Schedule E - Self-Assessment Form: Template for employee self-evaluation
6. Schedule F - Performance Improvement Plan Template: Standard format for documenting performance improvement plans
7. Schedule G - Appeal Form: Standard template for filing performance rating appeals
8. Schedule H - Review Meeting Guidelines: Best practices and discussion points for performance review meetings
Authors
Performance Criteria
Key Performance Indicators (KPIs)
Core Competencies
Rating Scale
Performance Standards
Evaluator
Appraisee
Review Meeting
Self-Assessment
Performance Improvement Plan (PIP)
Calibration Session
Development Goals
Performance Metrics
Evaluation Cycle
Performance Rating
Evaluation Form
Appeal Process
Competency Framework
Immediate Supervisor
Department Head
Performance Review Committee
Behavioral Indicators
Performance Objectives
Target Goals
Remedial Measures
Career Development Plan
Performance Documentation
Evaluation Summary
Feedback Session
Performance Dashboard
Rating Period
Performance Category
Merit Increase
Performance Bonus
Evaluation Metrics
Skills Assessment
Job Competencies
Performance Standards Committee
Evaluation Cycle
Confidentiality
Data Privacy
Evaluation Process
Rating System
Performance Standards
Review Period
Documentation Requirements
Employee Rights
Evaluator Responsibilities
Appeals Process
Performance Improvement
Record Keeping
Feedback Mechanisms
Training Requirements
Non-Discrimination
Due Process
Amendments
Compliance with Laws
Dispute Resolution
Evaluation Criteria
Review Meetings
Documentation Format
Evaluation Timeline
Performance Metrics
Career Development
Remedial Actions
Rewards and Recognition
Evaluation Authority
Calibration Process
Banking and Financial Services
Information Technology
Manufacturing
Retail
Healthcare
Education
Business Process Outsourcing
Telecommunications
Construction
Professional Services
Government and Public Sector
Hospitality and Tourism
Non-Profit Organizations
Mining and Natural Resources
Agriculture
Human Resources
Senior Management
Operations
Training and Development
Employee Relations
Compensation and Benefits
Legal
Compliance
Quality Assurance
Performance Management
Talent Management
Human Resources Manager
HR Director
Performance Management Specialist
Department Manager
Team Leader
Supervisor
HR Business Partner
Chief Human Resources Officer
Training and Development Manager
Compensation and Benefits Manager
Employee Relations Manager
HR Coordinator
Talent Management Specialist
Operations Manager
Line Manager
Division Head
Chief Executive Officer
Managing Director
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