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1. Employee Information: Basic details including employee name, position, department, date of hire, and evaluation period
2. Performance Rating Scale: Explanation of the rating system used (typically 1-5 or similar scale with clear definitions for each level)
3. Core Competencies Assessment: Evaluation of fundamental job skills, professional behavior, and standard performance metrics
4. Goals and Objectives Review: Assessment of progress on previously set goals and objectives from hiring or last review
5. Strengths and Achievements: Documentation of notable accomplishments and demonstrated strengths during the review period
6. Areas for Improvement: Identification of skills, behaviors, or performance areas requiring development
7. Future Goals and Development Plan: Setting of new objectives and development goals for the next review period
8. Overall Performance Rating: Summary evaluation and final performance rating
9. Acknowledgment and Signatures: Space for employee and supervisor signatures, dates, and any comments
1. Project-Specific Performance: For employees involved in specific projects during the review period
2. Leadership Competencies: For employees in management or supervisory roles
3. Technical Skills Assessment: For roles requiring specific technical competencies
4. Safety Compliance: For positions where safety protocols are critical
5. Customer Service Metrics: For customer-facing roles
6. Remote Work Performance: For employees working remotely or in hybrid arrangements
7. Innovation and Initiative: For roles where creative problem-solving and self-direction are key
8. Team Collaboration: For roles heavily dependent on team interaction
1. Schedule A - Performance Metrics Definitions: Detailed descriptions of each performance criterion and how they are measured
2. Schedule B - Competency Framework: Comprehensive breakdown of role-specific competencies and their assessment criteria
3. Schedule C - Development Resources: List of available training, mentoring, and development opportunities
4. Schedule D - Previous Goals: Documentation of goals set in previous evaluations or at hiring
5. Appendix 1 - Self-Assessment Form: Employee's self-evaluation form to be completed prior to the review
6. Appendix 2 - Performance Improvement Plan Template: Standard template for documenting specific improvement needs and action plans if required
Technology
Healthcare
Financial Services
Manufacturing
Retail
Education
Professional Services
Construction
Hospitality
Transportation
Energy
Public Sector
Telecommunications
Non-Profit
Media and Entertainment
Human Resources
Finance
Marketing
Sales
Operations
Information Technology
Research and Development
Customer Support
Product Development
Quality Assurance
Administration
Legal
Supply Chain
Business Development
Project Management Office
Chief Executive Officer
Department Director
Project Manager
Software Developer
Human Resources Manager
Financial Analyst
Marketing Coordinator
Sales Representative
Customer Service Representative
Operations Manager
Research Scientist
Administrative Assistant
Product Manager
Quality Assurance Specialist
Business Analyst
Account Manager
Technical Support Specialist
Graphic Designer
Data Analyst
Production Supervisor
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