The Performance Evaluation In HRM document serves as a crucial tool for organizations operating under Swiss jurisdiction to conduct legally compliant and effective employee assessments. It is designed to meet the requirements of Swiss employment law, particularly the Swiss Code of Obligations (OR) and data protection regulations, while facilitating transparent and fair performance reviews. This document is essential when conducting regular performance evaluations, making compensation decisions, planning professional development, or addressing performance-related issues. It includes comprehensive evaluation criteria, rating methodologies, and documentation requirements that protect both employer and employee interests. The framework is particularly important in the Swiss context, where formal documentation of employment-related decisions is crucial for legal compliance and risk management.
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1. Parties: Identification of the employer and employee, including full names, positions, and employee ID numbers
2. Background: Context of the performance evaluation, including the evaluation period and purpose of the assessment
3. Definitions: Clear definitions of key terms used in the evaluation process, performance metrics, and rating scales
4. Evaluation Period: Specific timeframe covered by the evaluation and frequency of assessments
5. Performance Criteria: Detailed description of the core competencies, skills, and objectives being evaluated
6. Evaluation Methodology: Description of the rating system, assessment methods, and data collection processes
7. Rights and Obligations: Legal rights and obligations of both parties during the evaluation process
8. Employee Self-Assessment: Section for employee's self-evaluation and reflection on performance
9. Manager Assessment: Detailed evaluation by the supervisor across all performance criteria
10. Performance Summary: Overall performance rating and summary of key achievements and areas for improvement
11. Development Plan: Agreed-upon action items and development goals for the next period
12. Acknowledgment and Signatures: Space for both parties to acknowledge the evaluation and add comments
1. Bonus Criteria: Include when performance evaluation is linked to variable compensation or bonus payments
2. Promotion Considerations: Add when the evaluation may impact career advancement decisions
3. Disciplinary Measures: Include when addressing performance issues that may lead to disciplinary actions
4. Remote Work Assessment: Add for employees working remotely to evaluate specific remote work performance criteria
5. Project-Specific Evaluation: Include for employees involved in specific projects requiring separate assessment
6. Team Leadership Assessment: Add for employees with management responsibilities
7. Customer Feedback: Include for customer-facing roles where customer feedback is a key performance indicator
8. Language Skills Assessment: Add for positions where language proficiency is crucial
1. Schedule A - Performance Metrics: Detailed breakdown of performance indicators and measurement criteria
2. Schedule B - Competency Framework: Comprehensive description of required competencies and their assessment criteria
3. Schedule C - Goal Setting Template: Template for documenting specific, measurable objectives for the next period
4. Schedule D - Development Resources: List of available training and development resources
5. Schedule E - Appeals Process: Detailed procedure for challenging evaluation results
6. Appendix 1 - Rating Scale Guide: Detailed explanation of the rating scale and scoring methodology
7. Appendix 2 - Self-Assessment Form: Template for employee self-evaluation
8. Appendix 3 - Performance Improvement Plan Template: Standard template for documenting performance improvement requirements and timelines
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Manufacturing
Healthcare
Technology
Retail
Professional Services
Education
Pharmaceuticals
Insurance
Telecommunications
Hospitality
Construction
Public Sector
Non-Profit Organizations
Energy
Transportation
Media and Entertainment
Relevant Teams
Human Resources
Personnel Administration
Talent Management
Learning & Development
Compensation & Benefits
Employee Relations
Organizational Development
HR Operations
Recruitment
Management
Executive Leadership
Legal
Compliance
Internal Audit
Relevant Roles
HR Director
HR Manager
HR Business Partner
Performance Management Specialist
Department Manager
Team Leader
Line Manager
Chief Human Resources Officer
Talent Development Manager
Compensation and Benefits Manager
Employee Relations Manager
Training and Development Specialist
Organizational Development Consultant
HR Operations Manager
Personnel Administrator
Recruitment Manager
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