Performance Evaluation Report Template for Philippines

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Key Requirements PROMPT example:

Performance Evaluation Report

"I need a Performance Evaluation Report template for our IT department's annual review cycle in March 2025, incorporating technical competency metrics and remote work performance indicators for our software development team of 15 people."

Document background

The Performance Evaluation Report is a critical human resource management tool used in Philippine organizations to systematically assess employee performance and document results. This document is typically prepared bi-annually or annually, depending on organizational policies and industry requirements. It serves multiple purposes including performance documentation, career development planning, compensation decisions, and compliance with Philippine labor laws. The report must align with the Labor Code of the Philippines and, for government institutions, with Civil Service Commission guidelines. It contains detailed performance metrics, competency assessments, and development plans, providing a comprehensive record of employee performance and forming the basis for personnel decisions such as promotions, training needs, or performance improvement actions.

Suggested Sections

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

2. Evaluation Period: Specific timeframe covered by the evaluation (start and end dates)

3. Performance Objectives: List of pre-set goals and targets for the evaluation period

4. Key Performance Indicators (KPIs): Specific metrics and measurements used to assess performance

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

6. Achievement of Targets: Detailed assessment of performance against set objectives with supporting evidence

7. Overall Performance Rating: Final rating based on predetermined rating scale with justification

8. Evaluator's Comments: Detailed feedback and observations from the evaluator

9. Employee's Comments: Space for employee feedback and acknowledgment of the evaluation

10. Signatures and Acknowledgment: Formal signing section for evaluator, employee, and approving authority

Optional Sections

1. Training and Development Needs: Recommended training programs or development activities, used when specific skill gaps are identified

2. Career Development Plan: Future career progression opportunities and planning, included for high-potential employees or during promotion considerations

3. Performance Improvement Plan: Specific action items for improvement, included when performance falls below expectations

4. Special Projects/Achievements: Documentation of additional contributions beyond regular duties, included when applicable

5. Attendance and Punctuality Record: Review of attendance patterns, included when attendance is a key performance factor

6. Cross-functional Feedback: Input from other departments or team members, included for roles involving significant cross-departmental interaction

Suggested Schedules

1. Appendix A - Rating Scale Definition: Detailed explanation of the performance rating system and criteria for each level

2. Appendix B - KPI Measurement Methods: Detailed explanation of how each KPI is calculated and measured

3. Appendix C - Supporting Documentation: Additional documents supporting the evaluation (certificates, commendations, incident reports, etc.)

4. Appendix D - Competency Framework: Detailed description of core competencies and expected behaviors

5. Schedule 1 - Performance Metrics Summary: Quantitative summary of all performance metrics and achievements

6. Schedule 2 - Historical Performance Data: Comparison with previous evaluation periods' results

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

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Banking and Financial Services

Information Technology

Manufacturing

Healthcare

Education

Government and Public Sector

Retail

Telecommunications

Business Process Outsourcing

Construction

Hospitality

Professional Services

Non-Profit Organizations

Energy and Utilities

Transportation and Logistics

Relevant Teams

Human Resources

People Operations

Performance Management

Learning and Development

Talent Management

Employee Relations

Compensation and Benefits

Operations

Administration

Senior Management

Corporate Services

Relevant Roles

Human Resources Manager

HR Business Partner

Performance Management Specialist

Department Manager

Team Leader

Supervisor

Division Head

Chief Executive Officer

Managing Director

Department Director

HR Director

Training and Development Manager

Talent Management Specialist

Operations Manager

Project Manager

Line Manager

Unit Head

Section Chief

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Authors

Alex Denne

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