Your data doesn't train Genie's AI
You keep IP ownership of your information
1. Employee Information: Basic details of the employee including name, position, department, employee ID, and length of service
2. Evaluation Period: Specific time period covered by the appraisal
3. Performance Metrics: Key performance indicators (KPIs) and metrics used for evaluation, including customer satisfaction scores, response times, and resolution rates
4. Competency Assessment: Evaluation of core customer service competencies including communication skills, problem-solving, product knowledge, and interpersonal skills
5. Numerical Ratings: Quantitative scoring section for each performance criterion using a defined rating scale
6. Qualitative Assessment: Written evaluation of employee's performance, including specific examples and incidents
7. Goals Review: Assessment of achievement of previously set goals and objectives
8. Development Plan: Future improvement areas and action plans for skill development
9. Overall Rating: Final comprehensive performance rating
10. Signatures: Space for signatures of evaluator, employee, and reviewing authority with dates
1. Peer Review Section: Optional section for feedback from colleagues and team members, useful for comprehensive 360-degree evaluations
2. Customer Feedback Summary: Direct feedback or testimonials from customers, if available and relevant
3. Technical Skills Assessment: Detailed evaluation of specific technical skills, relevant for roles requiring specialized knowledge
4. Language Proficiency Evaluation: Assessment of language skills for customer service representatives handling international customers
5. Remote Work Performance: Specific evaluation criteria for employees working remotely or in hybrid setups
6. Sales Performance Metrics: For customer service roles that include sales responsibilities
1. Schedule A - Rating Scale Guide: Detailed explanation of the rating system and scoring criteria
2. Schedule B - KPI Definitions: Detailed definitions and calculations for each KPI being measured
3. Schedule C - Competency Framework: Detailed description of each competency and expected behaviors at different performance levels
4. Schedule D - Development Resources: List of available training programs, resources, and development opportunities
5. Appendix 1 - Performance Improvement Plan Template: Template for documenting specific improvement actions when needed
6. Appendix 2 - Appeal Process: Documentation of the process for appealing evaluation results
Retail
Banking and Financial Services
Telecommunications
Healthcare
Hospitality
E-commerce
Business Process Outsourcing (BPO)
Insurance
Travel and Tourism
Technology
Utilities
Public Services
Transportation
Education
Customer Support
Client Services
Technical Support
Customer Experience
Quality Assurance
Service Operations
Client Relations
Help Desk
Front Office
Customer Success
Call Center Operations
Service Quality
Customer Care
Customer Service Representative
Customer Support Specialist
Client Services Manager
Customer Experience Manager
Service Desk Analyst
Technical Support Representative
Account Manager
Customer Success Manager
Call Center Agent
Help Desk Coordinator
Client Relations Officer
Customer Care Supervisor
Service Quality Analyst
Customer Service Team Leader
Front Desk Officer
Find the exact document you need
Performance Review
A Philippine-compliant Performance Review document for formal employee evaluation and development planning, aligned with local labor laws.
Summary Of Performance Appraisal
A formal document used in the Philippines that summarizes an employee's performance evaluation, including ratings, achievements, and development plans, in compliance with Philippine labor laws.
Department Performance Review
A formal assessment document used in the Philippines to evaluate departmental performance, effectiveness, and compliance with local performance management requirements.
Probation Performance Review
A Philippine-compliant performance evaluation document used to assess employees during their probationary period and determine their suitability for permanent employment.
Employee Self Appraisal
A Philippine-compliant employee self-evaluation document for formal performance review processes, aligned with DOLE guidelines and local labor laws.
Appraisal Review Form
A Philippine-compliant document for reviewing and validating real estate appraisal reports under RESA Law requirements.
Sales Rep Evaluation
A Philippine-compliant performance evaluation template for sales representatives, incorporating local labor laws and performance assessment standards.
Maintenance Employee Evaluation
A Philippine-compliant performance evaluation template for maintenance employees, incorporating local labor laws and industry-standard assessment criteria.
Business Performance Review
A formal employee performance evaluation document compliant with Philippine labor laws, used to assess achievement of objectives and plan professional development.
Semi Annual Review
A Philippine-compliant semi-annual performance evaluation document for systematic employee assessment and development planning.
Performance Management Form
A Philippine-compliant performance evaluation document for systematic assessment of employee performance and development planning, aligned with DOLE regulations.
Customer Service Performance Review
A Philippine-compliant performance evaluation document for customer service professionals, assessing service quality, efficiency, and competencies in accordance with local labor laws.
Personal Performance Review
A Philippine law-compliant performance review document for evaluating employee performance, setting objectives, and planning development activities.
Performance Appraisal Form For Sales Representative
A Philippine-compliant performance evaluation form for sales representatives, measuring sales achievements, competencies, and development needs.
Startup Performance Review
A Philippine law-compliant performance review template tailored for startup environments, enabling structured employee evaluation while maintaining startup agility.
Self Appraisal Report
A formal self-evaluation document used in Philippine workplaces for employees to assess their performance, achievements, and development needs in compliance with local labor laws.
Performance Review Policy
A comprehensive Performance Review Policy aligned with Philippine labor laws, establishing guidelines for fair and systematic employee evaluation processes.
Real Estate Performance Review
A Philippine-compliant framework for evaluating real estate property performance, including operational, financial, and compliance metrics under local real estate laws.
Performance Appraisal Form For Production Workers
A Philippine-compliant performance evaluation form for assessing production workers' technical and behavioral competencies.
Vendor Performance Evaluation
A structured framework for vendor performance assessment compliant with Philippine procurement laws and regulations, designed to evaluate and track supplier effectiveness.
Staff Evaluation Report
A Philippine-compliant performance evaluation document for assessing and recording employee job performance, competencies, and achievements.
Hospitality Performance Review
A Philippine law-compliant performance review template for hospitality industry employees, incorporating sector-specific metrics and evaluation criteria.
Short Employee Evaluation Form
A Philippine-compliant employee evaluation form for documenting performance assessments and feedback in accordance with local labor regulations.
Monthly Performance Appraisal Form
A Philippine-compliant Monthly Performance Appraisal Form for systematic evaluation of employee performance, aligned with local labor laws and regulations.
Mid Year Review Form
A Philippine-compliant mid-year performance evaluation form for documenting employee progress, achievements, and development needs against established objectives.
Manager Self Evaluation Form
A Philippine-compliant self-evaluation form for managers to assess their performance and set development goals, aligned with local labor laws.
Admin Performance Review
A Philippine-compliant performance evaluation template for administrative roles, incorporating local Civil Service Commission guidelines and labor law requirements.
Monthly Sales Performance Review
A Philippine-compliant monthly sales performance evaluation document for systematic assessment of sales personnel achievements and target completion.
Action Plan For Performance Appraisal
A Philippine law-compliant performance improvement document that outlines specific goals, metrics, and timelines for employee performance enhancement.
Office Manager Performance Review
A Philippine-compliant performance review template for Office Managers, incorporating local labor laws and comprehensive evaluation criteria.
Committee Performance Evaluation
A Philippine-compliant framework for evaluating board committee performance and effectiveness in line with local corporate governance requirements.
Numerical Scale Performance Review Form
A Philippine-compliant numerical performance evaluation form for standardized employee assessment using quantifiable metrics and rating scales.
Retail Store Performance Review
A Philippine-compliant retail store performance evaluation document that assesses operational, financial, and service metrics while adhering to local retail and labor regulations.
Annual Performance Appraisal Report
A Philippine-compliant annual employee performance evaluation document that assesses achievements, competencies, and development needs in accordance with local labor laws.
General Manager Performance Review
A Philippines-compliant performance evaluation framework for General Managers, incorporating local labor laws and corporate governance standards.
3 Month Appraisal Form
A Philippine-compliant performance evaluation form for assessing employee performance during their first three months of employment, aligned with DOLE requirements.
Team Leader Performance Review
A Philippine-compliant performance evaluation document for assessing team leaders' effectiveness, competencies, and development areas.
Personal Appraisal
A Philippine-compliant employee performance evaluation document that provides structured assessment of employee achievements, competencies, and development needs.
Annual Review Self Assessment
A Philippine-compliant self-assessment document for annual employee performance evaluation, aligned with local labor laws and organizational objectives.
Chef Performance Review
A Philippine-compliant performance evaluation template for assessing chef performance, technical skills, and management capabilities in accordance with local labor laws.
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it


.png)