The End of Year Performance Review is a crucial document used in the Philippine business environment to formally evaluate employee performance over a 12-month period. It is designed in accordance with Philippine Labor Code requirements and DOLE guidelines, ensuring fair and objective assessment of employee contributions. This document is typically implemented in December or January, capturing the employee's achievements, challenges, and development areas throughout the previous year. It includes specific performance metrics, competency evaluations, and goal-setting components, serving as a basis for career development decisions, compensation adjustments, and performance improvement planning. The review process involves input from both the employee and supervisor, promoting transparent dialogue while maintaining compliance with local employment regulations and data privacy laws.
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1. Employee Information: Basic details including employee name, position, department, employment duration, and reporting manager
2. Review Period: Specific timeframe covered by the performance review
3. Performance Metrics Overview: Summary of the key performance indicators (KPIs) and evaluation criteria used
4. Achievement of Objectives: Detailed assessment of goals set for the review period and extent of achievement
5. Core Competencies Evaluation: Assessment of essential job-related skills and behavioral competencies
6. Overall Performance Rating: Final performance rating based on the company's assessment scale
7. Employee Self-Assessment: Employee's own evaluation of their performance and achievements
8. Manager's Assessment: Supervisor's evaluation and comments on employee's performance
9. Future Goals and Objectives: Setting of new objectives and development goals for the next review period
10. Acknowledgment and Signatures: Space for both employee and manager to sign and date the review
1. Performance Improvement Plan: Detailed action plan for addressing performance gaps, used when performance falls below expectations
2. Special Projects and Initiatives: Discussion of additional responsibilities or special assignments undertaken during the review period
3. Training and Development Needs: Specific areas identified for skill enhancement and professional development
4. Career Development Plans: Discussion of career progression and growth opportunities within the organization
5. Compliance and Ethics Review: Assessment of adherence to company policies and ethical standards, particularly relevant for senior positions
6. Client/Stakeholder Feedback: Incorporation of feedback from external stakeholders, relevant for customer-facing roles
7. Attendance and Punctuality Record: Review of attendance patterns, if attendance has been identified as an area of concern
1. Schedule A: Performance Rating Scale: Detailed explanation of the rating system and criteria for each performance level
2. Schedule B: KPI Achievement Matrix: Detailed breakdown of KPIs, targets, and actual achievements with supporting data
3. Schedule C: Competency Framework: Detailed description of core competencies and behavioral indicators
4. Appendix 1: Supporting Documentation: Copies of relevant certificates, awards, or documentation of significant achievements
5. Appendix 2: Previous Review Summary: Summary of the previous performance review for progress comparison
6. Appendix 3: Development Plan Template: Structured template for documenting agreed-upon development activities and timelines
Relevant legal definitions
Clauses
Relevant Industries
Banking and Financial Services
Information Technology
Manufacturing
Retail
Healthcare
Education
Professional Services
Government and Public Sector
Telecommunications
Construction
Hospitality
Business Process Outsourcing
Energy and Utilities
Transportation and Logistics
Non-Profit Organizations
Relevant Teams
Human Resources
Operations
Finance
Marketing
Sales
Information Technology
Customer Service
Research and Development
Quality Assurance
Production
Administration
Legal
Procurement
Business Development
Corporate Communications
Relevant Roles
Chief Executive Officer
Department Director
Senior Manager
Team Leader
Project Manager
HR Manager
Operations Manager
Sales Representative
Customer Service Representative
Administrative Assistant
Technical Specialist
Financial Analyst
Marketing Coordinator
Software Developer
Research Associate
Account Executive
Quality Assurance Specialist
Production Supervisor
Entry-level Employee
Mid-level Professional
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