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Individual Performance Review

Individual Performance Review Template for Hong Kong

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Key Requirements PROMPT example:

Individual Performance Review

"I need a Hong Kong-compliant Individual Performance Review template for a senior software developer in a fintech company, including technical competency evaluation and potential promotion assessment, to be implemented by March 2025."

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Document background
The Individual Performance Review document is a crucial tool for organizations operating in Hong Kong to formally evaluate and document employee performance. It is typically used during annual or semi-annual review cycles to assess employee achievements, identify areas for improvement, and set future objectives. The document must comply with Hong Kong's Employment Ordinance, Personal Data (Privacy) Ordinance, and various anti-discrimination ordinances. It includes detailed performance metrics, competency assessments, and development plans while providing documentary evidence of fair performance evaluation practices. The Individual Performance Review serves as both a management tool and a legal record, supporting decisions related to career development, compensation, and continued employment.
Suggested Sections

1. Employee and Reviewer Information: Details of the employee being reviewed and the person conducting the review, including names, positions, departments, and employee ID numbers

2. Review Period: Specific time period covered by the performance review

3. Performance Criteria: List of key performance indicators (KPIs) and competencies being evaluated

4. Rating Scale: Explanation of the rating system used for evaluation

5. Performance Assessment: Detailed evaluation of performance against each criterion

6. Overall Performance Rating: Summary assessment and final rating

7. Employee Comments: Space for employee feedback and response to the evaluation

8. Acknowledgment and Signatures: Formal acknowledgment of the review by both parties

9. Data Protection Statement: Statement regarding the handling and storage of performance review data in compliance with PDPO

Optional Sections

1. Bonus/Compensation Recommendations: Used when the review is directly linked to compensation decisions

2. Development Plan: Include when focusing on career development and training needs

3. Previous Goals Review: Used when following up on goals set in previous reviews

4. Project-Specific Evaluation: Include for employees involved in specific major projects during the review period

5. Competency Assessment: Detailed evaluation of specific job competencies, used for more senior positions

6. 360-Degree Feedback Summary: Include when multiple stakeholders have provided feedback

7. Language Proficiency Assessment: Used for positions requiring specific language skills

Suggested Schedules

1. Schedule A - Performance Metrics: Detailed breakdown of quantitative performance metrics and calculations

2. Schedule B - Job Competencies: Comprehensive list of role-specific competencies and their definitions

3. Schedule C - Development Activities: List of completed and recommended training/development activities

4. Appendix 1 - Goal Setting Template: Template for setting SMART goals for the next review period

5. Appendix 2 - Self-Assessment Form: Employee self-evaluation form to be completed prior to review

6. Appendix 3 - Performance Improvement Plan Template: Template to be used if performance improvement is required

Authors

Alex Denne

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

alex.den.21@genieai.co
Relevant legal definitions






























Clauses
























Relevant Industries

Financial Services

Technology

Manufacturing

Retail

Healthcare

Professional Services

Education

Telecommunications

Real Estate

Hospitality

Construction

Logistics

Media and Entertainment

Public Sector

Non-Profit Organizations

Relevant Teams

Human Resources

Finance

Legal

Operations

Sales

Marketing

Information Technology

Research and Development

Customer Service

Quality Assurance

Product Development

Business Development

Administrative Services

Strategy

Corporate Communications

Relevant Roles

Chief Executive Officer

Department Director

Senior Manager

Project Manager

Team Leader

HR Manager

Operations Manager

Sales Representative

Software Developer

Customer Service Representative

Administrative Assistant

Financial Analyst

Marketing Coordinator

Research Scientist

Legal Counsel

Product Manager

Quality Assurance Specialist

Business Analyst

Account Executive

Technical Support Engineer

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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