Quarterly Performance Review Template for Philippines

A comprehensive performance evaluation document designed to assess and document employee performance on a quarterly basis in compliance with Philippine labor laws and DOLE regulations. The document facilitates a structured review of employee achievements, competencies, and development areas, incorporating both quantitative and qualitative metrics. It serves as an official record of performance discussions, goal-setting, and career development planning, while ensuring alignment with Philippine workplace standards and employee rights protection requirements.

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What is a Quarterly Performance Review?

The Quarterly Performance Review document is a fundamental tool in performance management systems, designed to comply with Philippine labor laws and DOLE guidelines. It is typically used at the end of each quarter to formally assess employee performance, document achievements, and set future objectives. The document includes detailed evaluation criteria, rating scales, and development planning sections, ensuring a comprehensive review process. It supports fair and objective performance assessment while maintaining compliance with Philippine workplace regulations regarding employee evaluation and documentation. The Quarterly Performance Review serves as both a performance tracking tool and a legal record of employee development discussions, making it essential for performance-based decisions and career progression planning.

What sections should be included in a Quarterly Performance Review?

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

2. Performance Metrics Overview: Summary of key performance indicators (KPIs) and rating scale used for evaluation

3. Achievement of Objectives: Detailed assessment of performance against previously set goals and targets

4. Core Competencies Evaluation: Assessment of essential skills and behaviors required for the role

5. Overall Performance Rating: Final performance score and rating based on both quantitative and qualitative assessments

6. Development Plan: Identified areas for improvement and specific action plans for the next quarter

7. Acknowledgment and Signatures: Space for employee and supervisor signatures, dates, and any comments

What sections are optional to include in a Quarterly Performance Review?

1. Attendance and Punctuality Record: Include when attendance is a key performance metric or there are concerns to address

2. Project-Specific Evaluation: Add when employee has been involved in special projects during the review period

3. Client/Stakeholder Feedback: Include for customer-facing roles or when external feedback is relevant

4. Training and Certification Progress: Add when employee is undertaking specific training or development programs

5. Performance Improvement Plan: Include when employee requires specific guidance for performance enhancement

6. Remote Work Assessment: Add for employees working remotely or in hybrid arrangements

What schedules should be included in a Quarterly Performance Review?

1. Appendix A - Detailed KPI Metrics: Comprehensive breakdown of all KPIs with actual vs target performance data

2. Appendix B - Competency Framework: Detailed description of competencies and behavioral indicators used in evaluation

3. Appendix C - Historical Performance Data: Tracking of performance trends over previous quarters

4. Appendix D - Goal Setting Template: Template for documenting next quarter's objectives and success metrics

5. Appendix E - Development Resources: List of available training, mentoring, and development opportunities

6. Appendix F - Employee Self-Assessment: Employee's self-evaluation form and comments

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

Jurisdiction

Philippines

Publisher

Genie AI

Cost

Free to use

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