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Performance Management And Evaluation
"I need a Performance Management and Evaluation contract for our Manila-based tech company that will implement a quarterly review system starting January 2025, with specific provisions for evaluating remote workers and including KPIs for software development roles."
1. Parties: Identification of the employer and employee, including their complete legal names and addresses
2. Background: Context of the agreement, employment relationship, and purpose of implementing the performance management system
3. Definitions: Detailed definitions of key terms used throughout the document, including performance metrics, evaluation periods, and rating scales
4. Performance Evaluation Framework: Overview of the performance management system, evaluation cycles, and general principles
5. Key Performance Indicators (KPIs): Establishment and measurement of performance indicators, including quantitative and qualitative metrics
6. Evaluation Process: Step-by-step procedure for conducting performance evaluations, including frequency and methodology
7. Rating System: Detailed explanation of the performance rating scale and criteria for each rating level
8. Feedback Mechanisms: Procedures for providing and receiving performance feedback, including documentation requirements
9. Performance Improvement Plans: Process for addressing performance gaps and implementing improvement measures
10. Review and Appeal Process: Procedures for employees to request review or appeal evaluation results
11. Confidentiality: Provisions regarding the confidentiality of performance data and evaluation records
12. Duration and Review: Period of validity for the agreement and process for periodic review of the system
13. Governing Law: Specification of Philippine law as the governing law and relevant regulatory compliance
1. Training and Development: Include when the organization wants to formally link performance management to training and development opportunities
2. Rewards and Recognition: Include when performance evaluation is directly tied to compensation, bonuses, or other rewards
3. Remote Work Evaluation: Include when the organization has remote or hybrid working arrangements requiring specific evaluation considerations
4. Probationary Period Evaluation: Include when the agreement covers employees during their probationary period
5. Special Project Evaluation: Include when employees are frequently assigned to special projects requiring separate evaluation criteria
6. Group/Team Performance Metrics: Include when team-based performance evaluation is part of the system
7. Disability Accommodation: Include when specific provisions are needed for evaluating employees with disabilities
1. Schedule A - Performance Evaluation Forms: Standard forms and templates used in the evaluation process
2. Schedule B - KPI Measurement Guidelines: Detailed guidelines for measuring and calculating each KPI
3. Schedule C - Rating Scale Rubric: Comprehensive rubric describing each rating level with specific examples
4. Schedule D - Timeline and Deadlines: Annual calendar of performance management activities and deadlines
5. Schedule E - Performance Improvement Plan Template: Standard template and guidelines for performance improvement plans
6. Appendix 1 - Feedback Session Guidelines: Protocols and best practices for conducting feedback sessions
7. Appendix 2 - Appeal Process Flowchart: Visual representation of the appeal process and timelines
8. Appendix 3 - Competency Framework: Detailed description of core and role-specific competencies being evaluated
Authors
Appraisal Period
Assessment Criteria
Competency Framework
Core Competencies
Development Plan
Effective Date
Employee
Employer
Evaluation Cycle
Feedback Session
Human Resources Department
Immediate Supervisor
Key Performance Indicators (KPIs)
Merit Rating
Performance Evaluation Form
Performance Improvement Plan (PIP)
Performance Metrics
Performance Rating Scale
Performance Review Committee
Performance Standards
Personal Development Goals
Probationary Period
Rating Period
Review Date
Reviewing Authority
Self-Assessment
Strategic Objectives
Target Goals
Technical Competencies
Working Day
Purpose and Scope
Performance Standards
Evaluation Procedures
Rating System
Documentation Requirements
Feedback Process
Performance Review Cycles
Improvement Plans
Training and Development
Confidentiality
Data Protection
Dispute Resolution
Appeals Process
Record Keeping
Non-Discrimination
Amendment Procedures
Compliance with Laws
Rights and Obligations
Governing Law
Review Periods
Communication Protocol
Performance Metrics
Evaluation Committee
Employee Rights
Supervisor Responsibilities
Performance Rewards
Remedial Actions
Termination
Severability
Banking and Financial Services
Information Technology
Manufacturing
Healthcare
Education
Retail
Business Process Outsourcing
Government and Public Sector
Telecommunications
Construction
Hospitality
Professional Services
Energy and Utilities
Transportation and Logistics
Non-Profit Organizations
Human Resources
Legal
Employee Relations
Training and Development
Talent Management
Compensation and Benefits
HR Operations
Performance Analytics
Organizational Development
HR Information Systems
Compliance
Labor Relations
Human Resources Manager
HR Director
Performance Management Specialist
Department Manager
Team Leader
Supervisor
HR Business Partner
Training and Development Manager
Compensation and Benefits Manager
Employee Relations Manager
HR Operations Manager
Chief Human Resources Officer
Performance Analytics Manager
Talent Development Specialist
HR Compliance Officer
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