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1. Employee Information: Basic details including employee name, ID number, position, department, and reporting manager
2. Evaluation Period: Specific time period covered by the evaluation
3. Performance Criteria: Key performance areas (KPAs) and specific metrics being evaluated
4. Rating Scale: Definition of the rating system used (e.g., 1-5 scale with descriptions for each level)
5. Performance Ratings: Actual scores for each performance criterion with supporting comments
6. Overall Assessment: Summary of performance including calculated final score and general evaluation
7. Development Plans: Identified areas for improvement and proposed action steps
8. Acknowledgment: Signatures of employee, evaluator, and reviewer confirming discussion and receipt of evaluation
1. Peer Review Comments: Section for input from colleagues and team members, useful for 360-degree feedback systems
2. Self-Assessment: Employee's own evaluation of their performance, recommended for participative evaluation processes
3. Project-Specific Achievements: Detailed review of specific projects handled during the evaluation period, relevant for project-based roles
4. Client/Customer Feedback: Incorporation of client or customer feedback, particularly relevant for customer-facing roles
5. Financial/Sales Metrics: Specific section for sales targets and financial performance metrics, applicable for sales and revenue-generating positions
6. Leadership Assessment: Evaluation of leadership capabilities and team management, applicable for management positions
1. Schedule A: Scoring Criteria: Detailed breakdown of scoring criteria for each performance area
2. Schedule B: Job Description: Current job description against which performance is evaluated
3. Schedule C: Previous Goals: Goals and objectives set in the previous evaluation period
4. Appendix 1: Supporting Documentation: Additional documentation supporting performance ratings (e.g., sales reports, project completion certificates)
5. Appendix 2: Training Record: Record of training and development activities completed during the evaluation period
6. Appendix 3: Performance Improvement Plan Template: Standard template for documenting specific improvement actions if required
Key Performance Areas (KPAs)
Key Performance Indicators (KPIs)
Performance Rating
Performance Standards
Evaluator
Reviewee
Competencies
Development Plan
Performance Improvement Plan
Rating Scale
Core Competencies
Technical Competencies
Behavioral Competencies
Performance Objectives
Review Date
Assessment Criteria
Evaluation Cycle
Performance Metrics
Target Performance Level
Minimum Performance Standard
Exceptional Performance
Satisfactory Performance
Unsatisfactory Performance
Performance Review Committee
Moderating Authority
Appeal Process
Career Development Goals
Skills Gap
Training Needs
Rating Methodology
Evaluation Process
Feedback Requirements
Review Period
Confidentiality
Data Protection
Appeal Rights
Documentation Requirements
Performance Improvement
Development Planning
Signatures and Acknowledgment
Dispute Resolution
Non-Discrimination
Review Frequency
Records Retention
Modification Rights
Grievance Procedures
Performance Standards
Evaluation Outcomes
Financial Services
Manufacturing
Retail
Technology
Healthcare
Education
Mining
Professional Services
Telecommunications
Public Sector
Construction
Agriculture
Hospitality
Non-Profit
Energy
Human Resources
Performance Management
Talent Development
Operations
Senior Management
Legal & Compliance
Training & Development
Employee Relations
Organizational Development
Human Resources Manager
Performance Management Specialist
Department Manager
Team Leader
Supervisor
Chief Executive Officer
Director
Line Manager
HR Business Partner
Talent Development Manager
Operations Manager
Department Head
Project Manager
Senior Manager
General Manager
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