Your data doesn't train Genie's AI
You keep IP ownership of your information
1. Employee Information: Basic details including employee name, ID number, position, department, review period, and date of review
2. Performance Review Purpose: Statement of the review's objectives and how results will be used
3. Key Performance Areas: Core customer service competencies being evaluated including communication, problem-solving, product knowledge, and service delivery
4. Performance Metrics: Quantitative measurements including customer satisfaction scores, response times, resolution rates, and other relevant KPIs
5. Behavioral Assessment: Evaluation of soft skills, attitude, teamwork, and professional conduct
6. Achievement of Goals: Review of goals set in previous assessment and extent of achievement
7. Overall Performance Rating: Consolidated performance score with justification
8. Development Plan: Identified areas for improvement and specific action steps
9. Employee Comments: Space for employee feedback and comments on the review
10. Acknowledgment: Signatures of employee, reviewer, and HR representative confirming review completion
1. Peer Review Input: Include when 360-degree feedback is part of the evaluation process
2. Customer Feedback Summary: Include when direct customer feedback or testimonials are available
3. Performance Improvement Plan: Include when significant performance gaps have been identified
4. Career Development Goals: Include for employees seeking advancement or role changes
5. Previous Review Summary: Include when comparing performance trends over multiple review periods
1. Schedule A: Performance Rating Scale: Detailed explanation of the rating system and scoring criteria
2. Schedule B: Customer Service KPIs: Detailed breakdown of quantitative performance indicators and targets
3. Schedule C: Competency Framework: Detailed description of required customer service competencies and behaviors
4. Appendix 1: Customer Feedback Data: Raw data and analytics from customer satisfaction surveys
5. Appendix 2: Training Record: Record of completed training and certifications during review period
Key Performance Indicators (KPIs)
Performance Rating Scale
Customer Satisfaction Score (CSAT)
Net Promoter Score (NPS)
First Call Resolution (FCR)
Average Handling Time (AHT)
Service Level Agreement (SLA)
Quality Assurance Score
Development Plan
Performance Improvement Plan
Competency Framework
Review Committee
Line Manager
Reviewing Manager
Customer Feedback
Peer Review
Performance Standards
Core Competencies
Behavioral Indicators
Rating Period
Performance Metrics
Target Goals
Evaluation Criteria
Professional Development
Customer Interaction
Service Delivery
Resolution Rate
Customer Complaint
Response Time
Rating Methodology
Performance Metrics
Customer Service Standards
Confidentiality
Data Protection
Review Period
Appeal Process
Employee Rights
Performance Improvement
Professional Development
Documentation Requirements
Feedback Process
Grievance Procedure
Review Frequency
Quality Assurance
Performance Targets
Customer Feedback Integration
Development Planning
Evaluation Criteria
Review Participants
Sign-off Requirements
Record Keeping
Training Requirements
Performance Consequences
Retail
Banking and Financial Services
Telecommunications
Healthcare
Hospitality
Insurance
E-commerce
Travel and Tourism
Professional Services
Public Services
Transportation
Utilities
Customer Service
Call Center Operations
Client Relations
Customer Experience
Customer Support
Help Desk
Front Office
Client Success
Service Delivery
Customer Care
Quality Assurance
Training and Development
Human Resources
Performance Management
Customer Service Representative
Call Center Agent
Customer Support Specialist
Client Service Manager
Customer Experience Manager
Service Desk Analyst
Contact Center Supervisor
Customer Relations Officer
Front Desk Executive
Help Desk Support
Client Success Manager
Customer Service Team Leader
Service Delivery Manager
Customer Care Coordinator
Branch Service Manager
Find the exact document you need
Staff Appraisal Policy
A South African law-compliant policy document establishing procedures and guidelines for conducting employee performance appraisals and managing performance outcomes.
Easy Employee Evaluation Form
A simplified employee evaluation template compliant with South African labor laws, designed for straightforward performance assessment and documentation.
Employee Self Appraisal
A South African law-compliant employee self-appraisal document for structured performance evaluation and professional development planning.
Appraisal Review Form
A South African law-compliant performance evaluation form for structured employee assessment and development planning.
360 Degree Evaluation
South African-compliant agreement establishing framework for 360-degree performance evaluations, including feedback collection and data protection protocols.
Employer Evaluation
A South African law-compliant document for structured employee performance evaluation and assessment.
Standard Performance Evaluation Form
A standardized employee performance evaluation template compliant with South African labor laws, designed for systematic assessment of employee performance and development planning.
Employee Customer Service Performance Review
A South African law-compliant performance review document for evaluating customer service employees' performance, incorporating service metrics and behavioral assessments.
Senior Management Performance Review
A South African law-compliant performance review template for evaluating senior management performance, incorporating local corporate governance principles and labor regulations.
Performance Management Form
A South African law-compliant performance management form for structured employee evaluation and development planning.
90 Day Performance Review
A South African law-compliant 90-day performance evaluation document that assesses employee performance, sets objectives, and documents development needs.
Hourly Performance Review
A South African law-compliant performance review template for evaluating hourly employees' work performance, attendance, and productivity.
Appraisal Form For Managers
A South African law-compliant managerial performance evaluation form for structured assessment of management staff performance and development needs.
Performance Review Form For Managers
A South African law-compliant performance evaluation form for assessing managerial capabilities and setting development goals.
Technician Performance Evaluation Form
A South African law-compliant performance evaluation form for assessing technical professionals' competencies, safety compliance, and work quality.
Performance Review Policy
A policy document outlining employee performance review procedures in compliance with South African labor laws and regulations.
Modern Performance Review
A South African law-compliant performance review document that facilitates structured employee evaluation and development planning while ensuring fair assessment practices.
Manager Performance Review
A South African law-compliant document for structured evaluation of management performance, incorporating both performance metrics and development planning.
60 Day Performance Review
A South African compliant 60-day employee performance evaluation template that enables structured assessment and development planning in accordance with local labor laws.
180 Degree Performance Appraisal Form
A South African-compliant performance evaluation document combining self-assessment and supervisor feedback for comprehensive employee performance review.
Performance Appraisal Form For Production Workers
A South African law-compliant performance appraisal form for evaluating production workers' job performance, safety compliance, and skill development.
Veterinary Performance Review
A South African-compliant performance review template for evaluating veterinary professionals' clinical and professional competencies.
Appraisal Policy
A South African law-compliant policy document establishing procedures and guidelines for conducting employee performance appraisals.
Hospitality Performance Review
A South African law-compliant performance review template for hospitality sector employees, incorporating industry-specific evaluation criteria and development planning.
Performance Appraisal Project Questionnaire
A South African law-compliant project-specific performance evaluation questionnaire designed to assess employee contributions and competencies within project-based work environments.
Mid Year Review Form
A South African-compliant mid-year employee performance evaluation document that enables structured assessment and feedback in line with local labor laws.
Manager Self Evaluation Form
A South African law-compliant self-evaluation form for managers to assess their performance and plan professional development.
Employee Evaluation Plan
A South African law-compliant framework document establishing procedures and criteria for systematic employee performance evaluation and assessment.
Office Manager Performance Review
A South African law-compliant performance review template for evaluating Office Manager roles, aligned with local labour regulations and best practices.
Employee Feedback Report
A formal performance evaluation document compliant with South African labor laws that records employee performance assessment, achievements, and development areas.
9 Box Performance Review
A comprehensive framework for conducting 9 Box Performance Reviews in South African organizations, aligned with local labor laws and employment practices.
Healthcare Performance Review
A South African healthcare performance review framework that establishes evaluation criteria and processes for healthcare professionals while ensuring compliance with local healthcare and labor regulations.
Appraisal Meeting
A South African compliant document that formally records performance appraisal meetings, outcomes, and agreed-upon objectives between employees and managers.
General Manager Performance Review
A South African law-compliant performance review template for evaluating General Manager effectiveness, goal achievement, and development needs.
Chef Performance Review
A South African law-compliant performance review template for evaluating professional chefs' culinary skills, management abilities, and operational performance.
Annual Staff Appraisal
A South African law-compliant template for conducting and documenting annual employee performance evaluations and development planning.
Employee Performance Review Form
A South African law-compliant document for structured employee performance evaluation and documentation of performance discussions.
Warehouse Employee Performance Review
A South African law-compliant performance review template for warehouse employees, incorporating key operational metrics and safety compliance assessments.
Values Based Performance Review
A South African law-compliant document for conducting performance reviews based on organizational values and objectives, aligned with local labor legislation.
Talent Evaluation
A South African-compliant agreement establishing framework for formal talent evaluation processes, aligned with local labor and privacy laws.
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it


.png)
.png)