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Appraisal Letter for Germany

Appraisal Letter Template for Germany

A formal employee performance evaluation document governed by German labor law that provides a structured assessment of an employee's work performance, achievement of objectives, and development areas over a specified period. The document complies with German employment regulations, including the Works Constitution Act (BetrVG) and data protection requirements under GDPR (DSGVO). It serves as an official record of the performance review discussion, includes specific performance metrics, future objectives, and development plans, and requires formal acknowledgment from both the evaluator and the employee.

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What is a Appraisal Letter?

The Appraisal Letter (Beurteilungsschreiben) is a crucial document in German employment relationships, typically prepared annually or semi-annually as part of the formal performance review process. It serves multiple purposes: documenting employee performance, setting objectives, planning professional development, and potentially supporting compensation decisions. Under German law, particularly considering the Works Constitution Act (BetrVG) and data protection regulations (DSGVO), the document must be objective, fact-based, and fair in its evaluations. The Appraisal Letter becomes part of the employee's personnel file and can be significant for career advancement, training decisions, and potential legal matters. It requires careful consideration of works council agreements where applicable and must follow any company-specific evaluation criteria or procedures.

What sections should be included in a Appraisal Letter?

1. Letter Header: Company letterhead, date, and formal addressing of the employee

2. Employee Information: Employee's full name, position, department, and duration of employment

3. Evaluation Period: Clear statement of the time period covered by the appraisal

4. Performance Overview: General summary of the employee's overall performance and achievement of objectives

5. Detailed Assessment: Specific evaluation of key performance areas including technical skills, social competencies, and work quality

6. Goals Achievement: Review of previously set goals and extent of their achievement

7. Future Objectives: New goals and development targets for the next period

8. Acknowledgment Section: Space for signatures of evaluator, employee, and date of discussion

What sections are optional to include in a Appraisal Letter?

1. Salary Review: Include when the appraisal is linked to compensation decisions

2. Development Plans: Detailed training and development recommendations, used when specific skill improvements are needed

3. Project Performance: Specific section for project-based roles evaluating project contributions

4. Leadership Assessment: For employees in management positions, evaluating leadership capabilities

5. Works Council Statement: Required if works council involvement is mandatory under works agreement

What schedules should be included in a Appraisal Letter?

1. Performance Metrics: Detailed quantitative performance indicators and achievements

2. Competency Matrix: Structured evaluation of specific skills and competencies

3. Development Plan: Detailed training and development schedule if applicable

4. Employee Response: Written response or comments from the employee regarding the appraisal

5. Previous Goals: List of goals from previous appraisal period and their status

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Germany

Publisher

Ƶ

Document Type

Service Letter

Cost

Free to use
Relevant legal definitions




















Clauses




















Relevant Industries

Manufacturing

Financial Services

Technology

Healthcare

Retail

Professional Services

Education

Public Sector

Telecommunications

Construction

Automotive

Energy

Logistics

Media and Entertainment

Relevant Teams

Human Resources

Finance

Legal

Operations

Sales

Marketing

Information Technology

Research and Development

Customer Service

Quality Assurance

Product Development

Administration

Procurement

Corporate Communications

Business Development

Relevant Roles

Chief Executive Officer

Managing Director

Department Manager

Team Leader

Project Manager

Software Developer

Financial Analyst

HR Manager

Sales Representative

Marketing Specialist

Operations Manager

Research Scientist

Administrative Assistant

Customer Service Representative

Product Manager

Quality Assurance Specialist

Business Analyst

Legal Counsel

Technical Support Engineer

Account Manager

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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