The General Performance Evaluation Form serves as a crucial tool for organizations operating in the United States to conduct systematic and fair employee evaluations. This document is designed to be used during regular performance review cycles, typically conducted annually or semi-annually, to assess employee performance against predetermined objectives and competencies. The form incorporates key requirements from U.S. employment laws, including Title VII of the Civil Rights Act, ADA, and EEOC guidelines, ensuring non-discriminatory evaluation practices. It provides sections for objective performance metrics, behavioral assessments, goal-setting, and development planning, while maintaining proper documentation for employment decisions. The General Performance Evaluation Form can be customized to specific organizational needs while maintaining its core compliance elements and structure.
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1. Employee Information: Basic details including employee name, ID, position, department, and review period
2. Performance Rating Scale: Clear explanation of the rating system used (e.g., 1-5 scale with definitions for each rating level)
3. Core Performance Metrics: Assessment of fundamental job responsibilities and key performance indicators
4. Behavioral Competencies: Evaluation of workplace behaviors, interpersonal skills, and professional conduct
5. Goals Achievement: Review of previously set goals and extent of their achievement
6. Future Goals and Development: Setting new goals and identifying development opportunities for the next period
7. Overall Performance Summary: Comprehensive summary of the employee's performance across all evaluated areas
8. Acknowledgment and Signatures: Space for employee and evaluator signatures, dates, and any comments
1. Project-Specific Achievements: Detailed evaluation of specific project contributions, used for project-based roles
2. Technical Skills Assessment: Evaluation of specific technical competencies, relevant for technical positions
3. Leadership Capabilities: Assessment of leadership skills and potential, used for management positions or succession planning
4. Client/Customer Feedback: Incorporation of client or customer feedback, relevant for customer-facing roles
5. Compliance and Safety Performance: Evaluation of adherence to safety protocols and compliance requirements, essential for regulated industries
6. Innovation and Creativity: Assessment of innovative contributions and creative problem-solving, useful for roles requiring innovation
7. Team Collaboration Metrics: Specific evaluation of team participation and collaboration, important for team-based environments
1. Appendix A: Rating Scale Definitions: Detailed descriptions of each rating level and examples of performance at each level
2. Appendix B: Competency Framework: Detailed breakdown of each competency and associated behaviors at different proficiency levels
3. Appendix C: Goal-Setting Guidelines: Framework for setting SMART goals and examples of well-written objectives
4. Appendix D: Development Resources: List of available training, development programs, and resources for improvement
5. Appendix E: Performance Improvement Plan Template: Standard template for documenting performance improvement requirements when needed
Relevant legal definitions
Performance Period
Rating Scale
Key Performance Indicators (KPIs)
Core Competencies
Performance Standards
Development Goals
Performance Improvement Plan
Evaluator
Review Date
Evaluation Criteria
Behavioral Indicators
Achievement Metrics
Performance Objectives
Career Development Plan
Satisfactory Performance
Unsatisfactory Performance
Professional Development
Exceptional Performance
Performance Review Committee
Assessment Methods
Evaluation Cycle
Performance Metrics
Target Goals
Competency Framework
Peer Review
Self-Assessment
Skills Assessment
Job Requirements
Performance Expectations
Review Process
Rating Scale
Key Performance Indicators (KPIs)
Core Competencies
Performance Standards
Development Goals
Performance Improvement Plan
Evaluator
Review Date
Evaluation Criteria
Behavioral Indicators
Achievement Metrics
Performance Objectives
Career Development Plan
Satisfactory Performance
Unsatisfactory Performance
Professional Development
Exceptional Performance
Performance Review Committee
Assessment Methods
Evaluation Cycle
Performance Metrics
Target Goals
Competency Framework
Peer Review
Self-Assessment
Skills Assessment
Job Requirements
Performance Expectations
Review Process
Clauses
Evaluation Purpose
Performance Rating Scale
Performance Assessment
Goal Setting
Professional Development
Behavioral Assessment
Competency Evaluation
Employee Acknowledgment
Confidentiality
Review Process
Appeal Rights
Documentation Requirements
Non-Discrimination
Reasonable Accommodation
Evaluation Period
Feedback Process
Performance Improvement
Skills Assessment
Career Development
Objectives Review
Signature Requirements
Record Retention
Amendment Process
Dispute Resolution
Data Protection
Review Frequency
Performance Rating Scale
Performance Assessment
Goal Setting
Professional Development
Behavioral Assessment
Competency Evaluation
Employee Acknowledgment
Confidentiality
Review Process
Appeal Rights
Documentation Requirements
Non-Discrimination
Reasonable Accommodation
Evaluation Period
Feedback Process
Performance Improvement
Skills Assessment
Career Development
Objectives Review
Signature Requirements
Record Retention
Amendment Process
Dispute Resolution
Data Protection
Review Frequency
Relevant Industries
Technology
Healthcare
Financial Services
Manufacturing
Retail
Education
Professional Services
Government
Non-Profit
Construction
Hospitality
Transportation
Energy
Telecommunications
Media and Entertainment
Relevant Teams
Human Resources
Operations
Finance
Legal
Information Technology
Marketing
Sales
Customer Service
Research and Development
Quality Assurance
Product Development
Administration
Business Development
Corporate Communications
Strategy
Relevant Roles
Chief Executive Officer
Department Director
Human Resources Manager
Line Manager
Team Leader
Project Manager
Operations Manager
Sales Representative
Customer Service Representative
Administrative Assistant
Technical Specialist
Research Analyst
Marketing Coordinator
Financial Analyst
Software Developer
Production Supervisor
Quality Assurance Specialist
Account Manager
Business Development Manager
Legal Counsel
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