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Structured Performance Reviews
"I need a Structured Performance Reviews document for a medium-sized tech company in Dublin, with specific sections on remote worker evaluations and quarterly review cycles starting January 2025, ensuring full GDPR compliance."
1. Parties: Identifies the employer and employee to whom the performance review applies
2. Background: Explains the purpose and objectives of the performance review process
3. Definitions: Defines key terms used throughout the document including performance metrics, ratings, and review periods
4. Review Frequency and Timing: Specifies the regular intervals for performance reviews and timing within the business year
5. Review Process: Details the step-by-step procedure for conducting performance reviews
6. Performance Criteria: Outlines the standard criteria against which performance will be measured
7. Documentation Requirements: Specifies how reviews should be documented and stored in compliance with GDPR
8. Rights and Responsibilities: Defines the roles and responsibilities of both managers and employees in the review process
9. Appeals Process: Describes the procedure for employees to challenge or appeal review outcomes
10. Data Protection and Confidentiality: Details how performance review data will be handled in compliance with GDPR
11. Integration with HR Processes: Explains how performance reviews link to other HR processes such as promotion and compensation
1. Peer Review Process: Optional section for organizations that incorporate peer feedback into performance reviews
2. Remote Working Considerations: Special provisions for conducting reviews with remote or hybrid workers
3. Performance Improvement Plans: Detailed process for managing underperformance, recommended for larger organizations
4. Calibration Process: For organizations using rating systems that require cross-department calibration
5. 360-Degree Feedback: For organizations implementing comprehensive feedback systems
6. Bonus and Compensation Linkage: For organizations directly linking performance reviews to compensation decisions
1. Schedule 1: Performance Review Form Template: Standard template for documenting performance reviews
2. Schedule 2: Performance Rating Definitions: Detailed descriptions of each performance rating level
3. Schedule 3: Competency Framework: Detailed breakdown of competencies and behaviors being assessed
4. Schedule 4: Timeline and Key Dates: Annual calendar of review-related activities and deadlines
5. Appendix A: Employee Self-Assessment Form: Template for employee self-evaluation
6. Appendix B: Appeal Form Template: Standard form for submitting performance review appeals
7. Appendix C: Goal-Setting Template: Framework for documenting performance objectives and development goals
Authors
Financial Services
Technology
Healthcare
Manufacturing
Retail
Professional Services
Education
Public Sector
Telecommunications
Pharmaceutical
Construction
Hospitality
Non-Profit
Legal Services
Transportation
Human Resources
Legal
Compliance
Senior Management
Operations
Learning and Development
Employee Relations
Corporate Services
Administration
Industrial Relations
Chief Executive Officer
Human Resources Director
Department Manager
Team Leader
Supervisor
HR Manager
HR Business Partner
Employee Relations Manager
Performance Management Specialist
Learning and Development Manager
Compliance Officer
Legal Counsel
Line Manager
Department Head
Chief Operating Officer
HR Administrator
Training Coordinator
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