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1. Performance-Related Pay: Include when performance ratings are linked to compensation or bonus structures

2. Development Planning: Include when the organization wants to formally link performance management to career development and training

3. Probationary Period Evaluations: Include for new employees or positions with specific probationary requirements

4. Remote Work Considerations: Include when managing and evaluating remote or hybrid workers

5. Union Consultation: Include when employees are covered by collective agreements requiring union involvement

6. Poor Performance Management: Include when specific procedures for managing underperformance need to be outlined

7. Language Considerations: Include when the workplace operates in multiple languages and needs to specify the language for evaluations

1. Performance Evaluation Form: Standard template for documenting performance assessments

2. Competency Framework: Detailed description of competencies and behaviors at different performance levels

3. KPI Template: Template for setting and measuring Key Performance Indicators

4. Development Plan Template: Format for documenting agreed development actions and goals

5. Meeting Discussion Guide: Structured guide for conducting performance review meetings

6. Self-Assessment Form: Template for employee self-evaluation

7. Rating Scale Guide: Detailed explanations and examples for each rating level

8. Appeals Form: Standard form for submitting performance rating appeals