The Secretary Evaluation Form serves as a crucial tool for organizations operating in the Philippines to conduct fair and objective performance assessments of secretarial staff. This document is designed to comply with Philippine labor laws, including Presidential Decree No. 442 (Labor Code of the Philippines) and the Data Privacy Act of 2012. It should be used during regular performance review cycles, typically conducted annually or semi-annually, to evaluate secretaries' competencies, track professional development, and establish performance-based rewards or improvements. The form includes detailed evaluation criteria, scoring mechanisms, and development planning sections, making it suitable for both private sector and government organizations. Its structure allows for customization while maintaining core evaluation standards required by Philippine employment regulations.
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1. Employee Information: Basic details of the secretary being evaluated, including name, employee ID, department, and length of service
2. Evaluation Period: Timeframe covered by the evaluation and date of assessment
3. Performance Criteria - Administrative Skills: Assessment of core secretarial duties including filing, document management, and organizational skills
4. Performance Criteria - Communication Skills: Evaluation of written and verbal communication, including correspondence handling and telephone manner
5. Performance Criteria - Technical Skills: Assessment of computer proficiency, software usage, and other technical capabilities
6. Performance Criteria - Interpersonal Skills: Evaluation of interaction with colleagues, supervisors, and external stakeholders
7. Performance Criteria - Initiative and Reliability: Assessment of proactiveness, dependability, and ability to work independently
8. Scoring System: Explanation of the rating scale and scoring methodology
9. Overall Performance Rating: Final calculation and summary of performance scores
10. Development Plan: Identified areas for improvement and proposed training/development activities
11. Signatures: Space for signatures of evaluator, employee, and HR representative
1. Specific Project Contributions: To be included when the secretary has been involved in special projects during the evaluation period
2. Language Proficiency: Required when the role involves multiple language usage or international correspondence
3. Client Feedback: Include when the secretary has direct client interaction responsibilities
4. Cost Saving Initiatives: Optional section for documenting any cost reduction or efficiency improvements implemented
5. Leadership Skills: Include when the secretary has team lead or supervisory responsibilities
6. Remote Work Performance: Add when evaluating performance in remote or hybrid working arrangements
1. Appendix A - Detailed Scoring Rubric: Comprehensive breakdown of scoring criteria for each performance category
2. Appendix B - Skills Matrix: Detailed checklist of required technical and soft skills with proficiency levels
3. Appendix C - Training Record: List of completed training programs and certifications during the evaluation period
4. Appendix D - Previous Evaluation Summary: Summary of past performance evaluations for progress comparison
5. Schedule 1 - Job Description: Current job description against which performance is measured
6. Schedule 2 - KPI Metrics: Specific, measurable KPIs relevant to the secretary role
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Legal Services
Healthcare
Education
Government
Manufacturing
Technology
Real Estate
Non-Profit Organizations
Professional Services
Retail
Construction
Telecommunications
Relevant Teams
Human Resources
Administrative Services
Executive Office
Legal Department
Corporate Services
Operations
Office Management
Compliance
Department Administration
General Services
Relevant Roles
Executive Secretary
Administrative Assistant
Personal Assistant
Office Secretary
Department Secretary
Executive Assistant
Corporate Secretary
Legal Secretary
Medical Secretary
School Secretary
Administrative Officer
Administrative Coordinator
Office Administrator
Executive Support Specialist
Administrative Support Professional
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