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1. Employee Information: Basic details of the employee including name, employee ID, position, department, and reporting line
2. Performance Period: Specific time period covered by this performance review
3. Key Performance Areas (KPAs): Main areas of responsibility and accountability aligned with job description and organizational goals
4. Performance Objectives: Specific, measurable, achievable, relevant, and time-bound (SMART) objectives for each KPA
5. Performance Ratings Scale: Detailed explanation of the rating system used (typically 1-5 scale with descriptions for each level)
6. Core Competencies Assessment: Evaluation of essential skills, behaviors, and attributes required for the role
7. Overall Performance Rating: Consolidated assessment combining KPA achievements and competency ratings
8. Development Plan: Identified areas for improvement and specific action plans for development
9. Comments Section: Space for both manager and employee comments on the assessment
10. Sign-off: Formal acknowledgment and signatures of all parties involved in the review
1. Peer Review Input: Section for incorporating feedback from colleagues and team members, useful for roles requiring significant collaboration
2. Project-Specific Achievements: Detailed section for listing specific project outcomes, particularly relevant for project-based roles
3. Client/Stakeholder Feedback: Section for including external feedback, important for customer-facing roles
4. Career Aspirations: Employee's long-term career goals and alignment with organizational opportunities, useful for succession planning
5. Performance Improvement Plan: Detailed action plan for addressing performance gaps, to be included when performance falls below expected standards
6. Bonus/Incentive Calculations: Section linking performance ratings to reward mechanisms, included when performance is tied to compensation
1. Schedule A: Job Description: Current and detailed job description against which performance is measured
2. Schedule B: Competency Framework: Detailed descriptions of required competencies and behaviors for different rating levels
3. Schedule C: Development Resources: List of available training, mentoring, and development opportunities
4. Schedule D: Previous Reviews: Summary of past performance reviews and progress on development plans
5. Appendix 1: Rating Guidelines: Detailed guidelines for applying performance ratings consistently
6. Appendix 2: Review Process Timeline: Annual calendar of performance review activities and deadlines
Key Performance Areas (KPAs)
Key Performance Indicators (KPIs)
Performance Rating
Performance Standards
Core Competencies
Development Plan
Performance Improvement Plan
Review Cycle
Evaluator
Reviewee
Moderator
Performance Objectives
SMART Goals
Qualifying Criteria
Assessment Methods
Performance Metrics
Behavioral Indicators
Career Development
Skills Gap
Moderation Process
Performance Bonus
Evaluation Committee
Review Date
Performance Discussion
Rating Scale
Competency Framework
Development Needs
Performance Agreement
Performance Contract
Performance Criteria
Rating Methodology
Review Frequency
Feedback Process
Development Planning
Confidentiality
Data Protection
Dispute Resolution
Appeal Process
Documentation Requirements
Performance Improvement
Consequence Management
Rights and Obligations
Sign-off Requirements
Amendment Process
Moderation Procedures
Grievance Procedures
Non-Discrimination
Record Keeping
Performance Rewards
Review Timeline
Consultation Process
Monitoring and Evaluation
Financial Services
Manufacturing
Mining
Retail
Technology
Healthcare
Education
Professional Services
Public Sector
Telecommunications
Construction
Agriculture
Energy
Transport and Logistics
Tourism and Hospitality
Human Resources
Learning & Development
Talent Management
Operations
Executive Leadership
Middle Management
Department Heads
Performance Management
Employee Relations
Organizational Development
Chief Executive Officer
Department Manager
Team Leader
Human Resources Director
Performance Management Specialist
Learning and Development Manager
Talent Management Consultant
Operations Manager
Project Manager
Business Unit Head
Branch Manager
Regional Director
Supervisor
Line Manager
HR Business Partner
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