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Performance Evaluation Appraisal
"I need a Performance Evaluation Appraisal document for our Hong Kong-based technology company with 500+ employees, incorporating remote work assessment criteria and quarterly evaluation cycles starting January 2025, with specific focus on technical competencies and project-based deliverables."
1. Parties: Identifies the employer and employee who are subject to the performance evaluation appraisal
2. Background: Explains the purpose and context of the performance evaluation system
3. Definitions: Defines key terms used throughout the document including performance metrics, rating scales, and evaluation periods
4. Evaluation Period: Specifies the frequency and timing of performance evaluations
5. Performance Criteria: Outlines the core competencies, KPIs, and standards against which performance will be measured
6. Evaluation Process: Details the step-by-step procedure for conducting performance evaluations
7. Rating System: Explains the rating scale and scoring methodology used in evaluations
8. Documentation Requirements: Specifies how evaluation results should be documented and stored
9. Review and Appeal Process: Outlines procedures for employees to review and appeal evaluation results
10. Confidentiality: States requirements for maintaining confidentiality of evaluation information
11. Data Protection: Addresses handling of personal data in compliance with Hong Kong's PDPO
1. Performance Improvement Plans: Used when the organization wants to include formal procedures for addressing underperformance
2. Rewards and Recognition: Include when performance evaluations are directly linked to compensation or promotion decisions
3. Remote Work Evaluation: Necessary for organizations with remote or hybrid working arrangements
4. Special Circumstances: Added when specific provisions are needed for extended leave, disability accommodations, or other special situations
5. Cross-Cultural Considerations: Important for multinational organizations or those with diverse workforce
6. Probationary Period Evaluations: Include for organizations that want specific evaluation criteria for probationary employees
1. Schedule 1 - Performance Evaluation Form: Standard template for documenting performance evaluations
2. Schedule 2 - Competency Framework: Detailed description of competencies and their assessment criteria
3. Schedule 3 - KPI Metrics: Specific measurable indicators and their calculation methods
4. Schedule 4 - Rating Scale Guide: Detailed explanations and examples for each rating level
5. Schedule 5 - Timeline and Deadlines: Annual calendar of evaluation activities and deadlines
6. Appendix A - Self-Assessment Form: Template for employee self-evaluation
7. Appendix B - Appeal Form: Standard form for submitting evaluation appeals
8. Appendix C - Performance Improvement Plan Template: Structured format for documenting improvement plans and goals
Authors
Financial Services
Technology
Manufacturing
Retail
Healthcare
Education
Professional Services
Hospitality
Construction
Transportation
Real Estate
Non-Profit
Government
Telecommunications
Media and Entertainment
Human Resources
People Operations
Talent Management
Learning and Development
Legal
Compliance
Senior Management
Operations
Administration
Human Resources Director
HR Manager
People Operations Manager
Talent Development Manager
Performance Management Specialist
Department Manager
Team Leader
Supervisor
Line Manager
Chief Human Resources Officer
HR Business Partner
Training and Development Manager
Organizational Development Manager
Employee Relations Manager
HR Compliance Officer
Chief Executive Officer
Department Head
Division Director
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