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1. 1. Parties: Identification of the employer and the category of employees to whom this evaluation plan applies
2. 2. Background: Context of the evaluation plan, its purpose, and alignment with company objectives
3. 3. Definitions: Clear definitions of key terms used throughout the document, including performance metrics, rating scales, and evaluation periods
4. 4. Purpose and Scope: Detailed objectives of the evaluation system and its coverage across different employee categories
5. 5. Legal Framework: Reference to relevant South African legislation and regulatory compliance requirements
6. 6. Evaluation Cycle: Frequency and timing of evaluations, including regular reviews and annual assessments
7. 7. Evaluation Criteria: Core competencies, KPIs, and performance standards for different role categories
8. 8. Evaluation Process: Step-by-step procedure for conducting evaluations, including self-assessment, manager assessment, and review meetings
9. 9. Rating System: Description of the rating scale and scoring methodology
10. 10. Documentation Requirements: Required forms, records, and documentation procedures
11. 11. Review and Appeal Process: Procedures for employees to request reviews or appeal evaluation results
12. 12. Confidentiality: Guidelines for handling and protecting evaluation information
13. 13. Implementation and Training: Requirements for training evaluators and employees on the evaluation system
1. Performance Improvement Plans: Include when organization wants to establish formal processes for addressing underperformance
2. Remote Work Evaluation Criteria: Include when organization has remote or hybrid working arrangements
3. Probationary Period Evaluations: Include when organization has specific evaluation requirements for probationary employees
4. Peer Review Process: Include when organization wants to incorporate 360-degree feedback
5. Rewards and Recognition: Include when evaluation results are directly linked to compensation or benefits
6. Cultural Sensitivity Guidelines: Include when organization has diverse workforce requiring specific cultural considerations in evaluations
1. Schedule A: Evaluation Forms: Standard templates for performance evaluation forms
2. Schedule B: Competency Framework: Detailed description of core and role-specific competencies
3. Schedule C: Rating Scale Guidelines: Detailed explanations and examples for each rating level
4. Schedule D: KPI Library: Standard KPIs for different roles and departments
5. Schedule E: Timeline and Deadlines: Annual evaluation calendar with key dates and deadlines
6. Appendix 1: Appeal Form Template: Standard form for submitting evaluation appeals
7. Appendix 2: Self-Assessment Template: Standard template for employee self-assessments
8. Appendix 3: Performance Improvement Plan Template: Standard template for documenting performance improvement plans
Appeal Process
Competency Framework
Core Competencies
Development Plan
Employee
Employer
Evaluation Cycle
Evaluation Period
Evaluator
Key Performance Indicators (KPIs)
Line Manager
Mentorship Program
Performance Criteria
Performance Improvement Plan
Performance Rating
Personal Development Goals
Probationary Period
Professional Development
Rating Scale
Review Committee
Review Meeting
Self-Assessment
Skills Assessment
Strategic Objectives
Substantive Performance
Target Goals
Technical Competencies
Union Representative
Workplace Skills Plan
Legal Framework
Confidentiality
Non-Discrimination
Performance Criteria
Evaluation Process
Rating Methodology
Documentation Requirements
Review Periods
Appeal Rights
Data Protection
Training Requirements
Responsibilities
Record Keeping
Amendment Procedures
Dispute Resolution
Implementation Timeline
Feedback Procedures
Development Planning
Compliance Requirements
Rights and Obligations
Grievance Procedures
Communication Protocol
Quality Assurance
Monitoring and Review
Financial Services
Mining
Manufacturing
Retail
Healthcare
Technology
Education
Professional Services
Construction
Agriculture
Telecommunications
Public Sector
Hospitality
Energy
Transportation
Human Resources
Legal
Management
Operations
Employee Relations
Training and Development
Organizational Development
Compliance
Industrial Relations
Performance Management
Human Resources Director
HR Manager
Performance Management Specialist
Department Manager
Line Manager
Team Leader
Supervisor
Chief Executive Officer
Chief Human Resources Officer
Training and Development Manager
Organizational Development Specialist
Employee Relations Manager
HR Business Partner
Talent Management Specialist
Compliance Officer
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