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Performance Appraisal In HR And Management
"I need a Performance Appraisal in HR and Management document for our tech startup in Manila, focusing on quarterly evaluations starting January 2025, with specific provisions for remote workers and a strong emphasis on technical skill assessment and project-based deliverables."
1. Parties: Identifies the employer/organization 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. Evaluation Period: Specifies the timeframe covered by the performance appraisal and frequency of evaluations
5. Performance Criteria: Outlines the core competencies, KPIs, and metrics used for evaluation
6. Rating System: Explains the scoring methodology and performance level definitions
7. Evaluation Process: Details the step-by-step procedure for conducting performance appraisals
8. Review and Feedback: Describes the feedback process and employee's right to respond to evaluations
9. Documentation Requirements: Specifies how performance reviews should be documented and stored
10. Confidentiality: Addresses the handling and protection of performance evaluation data
1. Performance Improvement Plans: Include when organization wants to formalize the process for addressing underperformance
2. Appeals Process: Include when organization wants to establish formal procedures for contesting evaluation results
3. Rewards and Recognition: Include when performance appraisal is directly linked to rewards or compensation
4. Remote Work Evaluation: Include when organization has remote or hybrid working arrangements
5. Probationary Period Evaluation: Include for organizations that want specific evaluation criteria for probationary employees
1. Schedule A - Performance Evaluation Form: Standard form template for documenting performance evaluations
2. Schedule B - Competency Framework: Detailed breakdown of competencies and their assessment criteria
3. Schedule C - KPI Metrics Guide: Specific measurable indicators and targets for different roles
4. Schedule D - Rating Scale Guidelines: Detailed explanations and examples for each rating level
5. Appendix 1 - Performance Improvement Plan Template: Standard template for documenting performance improvement plans
6. Appendix 2 - Self-Assessment Form: Template for employee self-evaluation prior to formal review
Authors
Evaluation Period
Key Performance Indicators (KPIs)
Performance Standards
Rating Scale
Competencies
Performance Metrics
Evaluator
Evaluee
Direct Supervisor
Review Committee
Performance Improvement Plan
Core Competencies
Technical Competencies
Behavioral Competencies
Assessment Criteria
Development Goals
Performance Objectives
Rating Period
Self-Assessment
Peer Review
360-Degree Feedback
Calibration Session
Performance Documentation
Evaluation Form
Appeal Process
Grievance Procedure
Performance Bonus
Merit Increase
Career Development Plan
Probationary Period
Regular Employee
Confidential Information
Personal Data
Review Meeting
Feedback Session
Performance Gap
Corrective Action
Performance Rating
Outstanding Performance
Satisfactory Performance
Needs Improvement
Unsatisfactory Performance
Rights and Responsibilities
Evaluation Process
Performance Criteria
Rating Methodology
Documentation Requirements
Confidentiality
Data Privacy
Review Periods
Feedback Process
Appeals and Grievances
Performance Improvement
Non-Discrimination
Record Keeping
Training and Development
Compliance
Amendment Procedures
Employee Rights
Supervisor Obligations
Review Committee
Evaluation Timeline
Performance Metrics
Compensation Linkage
Career Development
Disciplinary Process
Anti-Harassment
Evaluation Ethics
Dispute Resolution
Communication Protocol
Legal Compliance
Banking and Finance
Information Technology
Manufacturing
Healthcare
Education
Retail
Government and Public Sector
Business Process Outsourcing
Telecommunications
Construction
Hospitality and Tourism
Professional Services
Human Resources
People Operations
Talent Management
Learning and Development
Employee Relations
Legal and Compliance
Senior Management
Operations
Performance Management
Strategic Planning
HR Director
HR Manager
HR Business Partner
Performance Management Specialist
Talent Development Manager
Department Manager
Team Leader
Supervisor
Chief Human Resources Officer
Employee Relations Manager
Training and Development Manager
Compliance Officer
CEO
Managing Director
Operations Manager
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