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Performance Review Document
I need a performance review document for a mid-level employee in the marketing department, focusing on their achievements over the past year, areas for improvement, and setting goals for the next review period. The document should include a rating system, feedback from peers, and a section for the employee's self-assessment.
What is a Performance Review Document?
A Performance Review Document records and evaluates an employee's work achievements, skills, and development needs under Austrian labor law. It creates a formal record of regular performance discussions between managers and staff members, typically conducted annually or semi-annually in line with the Angestelltengesetz (Salaried Employees Act).
These documents play a crucial role in Austrian workplaces by supporting fair promotion decisions, determining performance-based bonuses, and protecting both employers and employees during workplace disputes. They must be signed by both parties and stored securely in accordance with Austrian data protection regulations (GDPR/DSG), forming part of the employee's official personnel file.
When should you use a Performance Review Document?
Use Performance Review Documents whenever you need to formally assess an employee's work performance in Austria - typically during annual reviews, mid-year check-ins, or at the end of probation periods. These documents become especially important when considering salary adjustments, promotions, or performance-based bonuses under Austrian collective bargaining agreements.
They're essential before making significant employment decisions like terminations or role changes, providing legal protection by documenting performance history. Create them after major projects, during restructuring periods, or when addressing ongoing performance concerns. Austrian labor courts often request these documents as evidence in employment disputes, so maintaining regular, well-documented reviews helps protect your organization.
What are the different types of Performance Review Document?
- Staff Evaluation Form: Basic template focusing on core competencies and goals, commonly used for regular annual reviews
- Employee Review Form: Detailed assessment tool with quantitative metrics and development planning sections
- Staff Performance Appraisal: Comprehensive evaluation including behavioral competencies and career progression tracking
- Feedback Form For Managers: Specialized format for evaluating leadership capabilities and management effectiveness
- Supplier Evaluation Form: Adapted version for assessing external service providers and contractors
Who should typically use a Performance Review Document?
- Human Resources Managers: Create and maintain Performance Review Documents, ensure compliance with Austrian labor laws, and oversee the evaluation process
- Direct Supervisors: Complete evaluations, provide specific feedback, and conduct review meetings with team members
- Employees: Participate in reviews, provide self-assessments, and sign off on final documentation as required by Austrian employment regulations
- Works Council Representatives: Review evaluation processes and criteria to ensure fairness under collective agreements
- Legal Department: Verify compliance with Austrian employment law and data protection requirements, update templates as needed
How do you write a Performance Review Document?
- Employee Information: Gather current job title, department, start date, and reporting structure details
- Performance Metrics: Compile specific achievements, project outcomes, and quantifiable results from the review period
- Development Goals: Document progress on previous goals and outline new objectives aligned with Austrian career advancement frameworks
- Required Signatures: Identify all necessary parties including employee, supervisor, and HR representative per Austrian labor regulations
- Template Selection: Choose an appropriate evaluation format from our platform's Austrian-compliant templates to ensure all mandatory elements are included
- Documentation: Collect supporting materials like project reports, customer feedback, or training certificates
What should be included in a Performance Review Document?
- Employee Details: Full name, position, department, and employment contract reference as required by Austrian labor law
- Review Period: Clear start and end dates of the evaluation timeframe
- Performance Criteria: Specific, measurable objectives aligned with Austrian collective agreements
- Development Plan: Documented training needs and career progression opportunities
- GDPR Compliance: Data protection notice explaining how review information will be stored and processed
- Signature Section: Dated signatures from employee, evaluator, and HR representative with acknowledgment statements
- Appeals Process: Information about the employee's right to contest the evaluation under Austrian workplace regulations
What's the difference between a Performance Review Document and a Performance Improvement Plan?
A Performance Review Document differs significantly from a Performance Improvement Plan. While both deal with employee performance, they serve distinct purposes under Austrian labor law and are used in different situations.
- Purpose and Timing: Performance Reviews are routine evaluations conducted regularly for all employees, while Improvement Plans specifically address underperformance issues and set corrective actions
- Legal Implications: Reviews document general performance history and support routine employment decisions, whereas Improvement Plans often serve as formal documentation before potential disciplinary actions
- Duration: Reviews typically cover annual or semi-annual periods, while Improvement Plans focus on specific short-term goals with defined deadlines
- Content Focus: Reviews evaluate overall performance across all job aspects, but Improvement Plans target specific performance deficiencies with detailed correction steps
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