This Appraisal Form is designed for use in Hong Kong-based organizations to facilitate regular performance reviews and employee development discussions. The document complies with Hong Kong's employment legislation, including the Employment Ordinance (Cap. 57) and various anti-discrimination ordinances. It serves as an official record of employee performance evaluation, capturing key performance indicators, competencies, achievements, and development needs. The form should be used during formal performance review periods (typically annual or semi-annual) and helps maintain clear documentation of employee progress, goal-setting, and performance expectations. It supports fair and transparent evaluation processes while protecting both employer and employee interests under Hong Kong law.
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1. Employee Information: Basic details including employee name, position, department, employee ID, date of joining, and review period
2. Performance Ratings Scale: Clear explanation of the rating system used (e.g., 1-5 scale with definitions for each rating level)
3. Key Performance Indicators (KPIs): Assessment of measurable performance targets and objectives set for the review period
4. Core Competencies Evaluation: Assessment of essential skills, behaviors, and competencies required for the role
5. Achievement Summary: Overview of key accomplishments and contributions during the review period
6. Areas for Improvement: Identification of skills, competencies, or performance areas requiring development
7. Overall Performance Rating: Final assessment combining all evaluation components
8. Future Goals and Objectives: Setting of new performance targets and development goals for the next review period
9. Employee Comments: Space for employee to provide feedback on the evaluation and add their perspectives
10. Acknowledgment and Signatures: Section for both evaluator and employee to sign and date the form, confirming review completion
1. Peer Review Input: Additional feedback from colleagues and team members, used when 360-degree feedback is part of the evaluation process
2. Project-Specific Evaluation: Detailed assessment of specific projects handled during the review period, relevant for project-based roles
3. Leadership Assessment: Evaluation of leadership capabilities and team management skills, applicable for managerial positions
4. Technical Skills Assessment: Detailed evaluation of specific technical skills, relevant for technical or specialized roles
5. Client/Customer Feedback: Incorporation of client or customer feedback, relevant for customer-facing roles
6. Training Recommendations: Specific training and development recommendations, used when significant skill gaps are identified
7. Compensation Review: Section for salary review and bonus recommendations, used when appraisal is directly linked to compensation decisions
1. Performance Metrics Details: Detailed breakdown of KPIs and performance metrics with specific targets and achievements
2. Competency Framework: Detailed description of competencies and behaviors expected at different performance levels
3. Development Plan: Detailed action plan for addressing development needs and career progression
4. Previous Review Summary: Summary of previous appraisal results and progress on past development goals
5. Supporting Documentation: Any additional documents evidencing performance, including certificates, awards, or recognition received
Authors
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Technology
Manufacturing
Retail
Healthcare
Education
Professional Services
Construction
Hospitality
Logistics
Real Estate
Media and Entertainment
Telecommunications
Non-Profit
Government Services
Relevant Teams
Human Resources
Finance
Legal
Operations
Information Technology
Sales
Marketing
Customer Service
Research and Development
Product Development
Quality Assurance
Administration
Business Development
Corporate Communications
Strategy
Relevant Roles
Chief Executive Officer
Chief Financial Officer
Human Resources Director
Department Manager
Team Leader
Project Manager
Software Developer
Financial Analyst
Marketing Executive
Sales Representative
Customer Service Representative
Administrative Assistant
Operations Manager
Research Analyst
Legal Counsel
Product Manager
Business Development Manager
Account Executive
Quality Assurance Specialist
Technical Support Engineer
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