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Upward Evaluation Template for Hong Kong

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Key Requirements PROMPT example:

Upward Evaluation

"I need an Upward Evaluation agreement for our Hong Kong technology startup with 50 employees, to be implemented by March 2025, with specific provisions for maintaining anonymity of feedback and electronic submission of evaluations."

Document background
This document serves as a critical tool for organizations operating in Hong Kong that wish to implement a formal Upward Evaluation system. It is particularly relevant in the context of modern workplace practices where transparent feedback and leadership accountability are increasingly important. The document addresses key requirements under Hong Kong's Employment Ordinance, Personal Data (Privacy) Ordinance, and various anti-discrimination laws, while establishing clear procedures for subordinates to evaluate their superiors. It includes essential provisions for data protection, confidentiality, and anti-retaliation measures, making it suitable for organizations seeking to enhance their leadership development programs and promote open communication across hierarchical levels. The document is designed to be adaptable across different industry sectors while maintaining compliance with Hong Kong's legal framework.
Suggested Sections

1. Parties: Identifies the organization and the categories of employees involved in the upward evaluation process

2. Background: Explains the purpose and objectives of implementing an upward evaluation system

3. Definitions: Defines key terms used throughout the document including 'Evaluator', 'Subject', 'Evaluation Period', 'Confidential Information'

4. Scope of Evaluation: Outlines which employees can participate as evaluators and which leadership positions will be evaluated

5. Evaluation Process: Details the step-by-step procedure for conducting the upward evaluation

6. Confidentiality Requirements: Specifies the confidentiality obligations of all parties involved and data handling procedures

7. Anti-Retaliation Provisions: Establishes protections for evaluators against any form of retaliation

8. Data Collection and Processing: Describes how evaluation data will be collected, stored, and processed in compliance with PDPO

9. Use of Results: Explains how the evaluation results will be used and who will have access to them

10. Review and Appeal Process: Outlines procedures for reviewing and appealing evaluation results or process concerns

Optional Sections

1. Electronic Submission Procedures: Include when evaluations will be conducted through electronic means, specifying the platform and technical requirements

2. External Facilitator Provisions: Include when an external consultant or facilitator will be involved in administering the evaluation process

3. Multiple Language Provisions: Include when evaluations will be conducted in multiple languages to accommodate a diverse workforce

4. Group Evaluation Procedures: Include when evaluations will include group feedback sessions or collective evaluation components

5. Integration with Performance Management: Include when upward evaluation will be linked to broader performance management processes

Suggested Schedules

1. Evaluation Form Template: Standard template containing evaluation criteria and rating scales

2. Timeline and Deadlines: Detailed schedule of the evaluation cycle including key dates and deadlines

3. Confidentiality Agreement: Specific confidentiality terms to be signed by all participants

4. Guidelines for Providing Constructive Feedback: Best practices and guidelines for providing effective and professional feedback

5. Data Protection Protocols: Detailed procedures for handling and protecting evaluation data in compliance with PDPO

Authors

Alex Denne

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

Relevant legal definitions






























Clauses




























Relevant Industries

Financial Services

Technology

Professional Services

Manufacturing

Retail

Healthcare

Education

Telecommunications

Real Estate

Hospitality

Logistics

Construction

Media and Entertainment

Relevant Teams

Human Resources

Legal

Compliance

Senior Management

Middle Management

Organizational Development

Employee Relations

Data Protection

Performance Management

Training and Development

Relevant Roles

Chief Executive Officer

Managing Director

Department Head

Senior Manager

Line Manager

Team Leader

Supervisor

Human Resources Director

HR Manager

Compliance Officer

Data Protection Officer

Employee Relations Manager

Organizational Development Manager

Performance Management Specialist

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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