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Performance Evaluation Template for Philippines

A Performance Evaluation document tailored for use in the Philippines, compliant with the Labor Code of the Philippines and DOLE regulations. This document establishes a structured framework for assessing employee performance, setting objectives, and providing feedback in accordance with Philippine employment laws. It includes comprehensive evaluation criteria, rating systems, and procedures for performance review, while incorporating local legal requirements for fair employment practices and data privacy protection under Philippine jurisdiction.

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What is a Performance Evaluation?

This Performance Evaluation document serves as a essential tool for organizations operating in the Philippines to conduct systematic and fair employee assessments. It is designed to comply with the Labor Code of the Philippines, DOLE guidelines, and relevant employment regulations while providing a comprehensive framework for performance management. The document should be used when implementing or updating performance review systems, establishing clear evaluation criteria, or formalizing the assessment process. It includes provisions for setting performance standards, conducting evaluations, providing feedback, and implementing development plans, all while ensuring adherence to Philippine labor laws and data privacy requirements. The document is particularly crucial for maintaining transparent and equitable employment practices in Philippine workplaces.

What sections should be included in a Performance Evaluation?

1. Parties: Identifies the employer/organization and the employee being evaluated

2. Background: Establishes the context and purpose 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 timeframe covered by the evaluation and frequency of assessments

5. Performance Criteria: Details the key performance indicators (KPIs) and competencies being evaluated

6. Rating System: Explains the rating scale and scoring methodology used in the evaluation

7. Evaluation Process: Outlines the steps involved in conducting the performance evaluation

8. Feedback Mechanism: Describes how feedback will be provided and documented

9. Performance Improvement Plans: Explains the process for addressing performance gaps and development needs

10. Review and Appeal Process: Details the procedures for reviewing and appealing evaluation results

What sections are optional to include in a Performance Evaluation?

1. Probationary Period Evaluation: Include when the document needs to address evaluation during probationary periods

2. Remote Work Performance Metrics: Include when evaluating employees working remotely or in hybrid arrangements

3. Project-Based Evaluation Criteria: Include for organizations that need specific evaluation criteria for project-based work

4. Commission/Sales Performance Metrics: Include for sales positions or roles with commission-based compensation

5. Multi-Rater Feedback Process: Include when implementing 360-degree feedback or peer review systems

What schedules should be included in a Performance Evaluation?

1. Schedule A: Performance Evaluation Form: Standard evaluation form template with rating criteria and scoring sheets

2. Schedule B: KPI Measurement Guidelines: Detailed guidelines for measuring and calculating each KPI

3. Schedule C: Competency Framework: Detailed descriptions of competencies and their assessment criteria

4. Schedule D: Performance Improvement Plan Template: Template for documenting performance improvement goals and action plans

5. Schedule E: Appeal Form: Standard form for submitting appeals regarding evaluation results

6. Appendix 1: Rating Scale Guidelines: Detailed explanations and examples for each rating level

7. Appendix 2: Timeline and Process Flow: Visual representation of the evaluation cycle and process steps

Authors

Alex Denne

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

Jurisdiction

Philippines

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions






























Clauses

























Relevant Industries

Banking and Financial Services

Information Technology

Manufacturing

Retail

Healthcare

Education

Government and Public Sector

Business Process Outsourcing

Telecommunications

Construction

Hospitality and Tourism

Professional Services

Non-Profit Organizations

Agriculture

Mining and Natural Resources

Relevant Teams

Human Resources

Legal

Compliance

Employee Relations

Training and Development

Senior Management

Operations

Performance Management

Quality Assurance

Administrative Services

Relevant Roles

Human Resources Manager

HR Director

Department Manager

Team Leader

Supervisor

Performance Management Specialist

HR Business Partner

Chief Human Resources Officer

Training and Development Manager

Compliance Officer

Employee Relations Manager

HR Coordinator

Department Head

Chief Executive Officer

Operations Manager

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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