Personal Appraisal Template for Philippines

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Key Requirements PROMPT example:

Personal Appraisal

"I need a Personal Appraisal document for our tech startup in Manila, focusing on remote work performance metrics and quarterly evaluation cycles starting January 2025, with specific emphasis on project delivery and collaboration skills."

Document background

The Personal Appraisal document is essential for organizations operating in the Philippines to maintain compliance with local labor laws while effectively managing employee performance. This document is typically used during regular performance review cycles (annual, semi-annual, or quarterly) to evaluate employee performance against predetermined objectives and competencies. The Personal Appraisal encompasses key elements required by Philippine employment legislation, including performance metrics, development planning, and feedback mechanisms. It serves as both a legal record and a management tool, supporting decisions related to promotions, compensation adjustments, and career development while ensuring alignment with the Labor Code of the Philippines and DOLE regulations.

Suggested Sections

1. Employee Information: Basic details of the employee including name, position, department, and employment duration

2. Appraisal Period: Timeframe covered by the evaluation

3. Performance Objectives: List of agreed-upon goals and targets for the evaluation period

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

5. Competency Assessment: Evaluation of core competencies required for the role

6. Achievement Summary: Overview of major accomplishments during the review period

7. Areas for Improvement: Identification of development needs and improvement opportunities

8. Overall Rating: Final performance rating based on predetermined evaluation criteria

9. Future Goals: Agreed objectives for the next evaluation period

10. Signatures: Space for employee, evaluator, and reviewer signatures with dates

Optional Sections

1. Training and Development Plan: Specific learning and development activities recommended for the employee's growth

2. Career Development Discussion: Documentation of career aspirations and potential advancement opportunities

3. Special Projects/Assignments: Evaluation of performance in special projects or temporary assignments

4. Behavioral Assessment: Evaluation of workplace behavior and interpersonal skills

5. Performance Improvement Plan: Detailed plan for addressing performance gaps, if applicable

6. Previous Appraisal Follow-up: Review of progress on action items from previous appraisal

Suggested Schedules

1. Schedule A: Performance Rating Scale: Detailed explanation of the rating system and criteria for each performance level

2. Schedule B: Core Competency Framework: Detailed description of core competencies and their assessment criteria

3. Schedule C: KPI Calculations: Formulas and methodologies used for calculating KPI achievements

4. Appendix 1: Supporting Documentation: Additional documents supporting performance achievements

5. Appendix 2: Development Resources: List of available training and development resources

6. Appendix 3: Employee Comments Form: Template for employee feedback and comments on the appraisal

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 Finance

Information Technology

Manufacturing

Retail

Healthcare

Education

Government

Business Process Outsourcing

Construction

Telecommunications

Professional Services

Hospitality

Transportation and Logistics

Relevant Teams

Human Resources

Performance Management

Employee Relations

Training and Development

Compensation and Benefits

Operations

Senior Management

Legal

Relevant Roles

Human Resources Manager

Department Manager

Line Supervisor

Performance Management Specialist

HR Business Partner

Training and Development Manager

Compensation and Benefits Manager

Employee Relations Manager

HR Director

Chief Human Resources Officer

Operations Manager

General Manager

Find the exact document you need

Performance Review

A Philippine-compliant Performance Review document for formal employee evaluation and development planning, aligned with local labor laws.

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Authors

Alex Denne

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