Year End Performance Review

Year End Performance Review Template for Hong Kong

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Key Requirements PROMPT example:

"I need a Year End Performance Review template for a Hong Kong-based financial services company, focusing on investment analysts and including specific KPIs for financial performance metrics, with the first review cycle starting January 2025."

Document background

The Year End Performance Review document serves as a formal record of an employee's annual performance assessment in Hong Kong organizations. It is typically used at the end of each calendar or fiscal year to evaluate employee performance, document achievements, identify areas for improvement, and set objectives for the upcoming period. The document must comply with Hong Kong's Employment Ordinance and related legislation, particularly regarding fair employment practices and data privacy. It forms part of an employee's permanent employment record and may be used as supporting documentation for employment-related decisions such as promotions, compensation adjustments, or performance improvement plans. The review process typically involves input from both the employee and their supervisor, with oversight from HR to ensure compliance with company policies and local regulations.

Suggested Sections

1. Employee Information: Basic details including employee name, position, department, employee ID, review period, and date of review

2. Performance Evaluation Scale: Explanation of the rating system used (e.g., 1-5 scale, descriptive ratings) and what each rating level means

3. Key Performance Indicators (KPIs): Assessment of performance against previously set KPIs and objectives for the review period

4. Core Competencies Assessment: Evaluation 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 development needs and specific areas requiring enhancement

7. Goals and Objectives: Setting of new goals and objectives for the upcoming period

8. Overall Performance Rating: Final assessment score and summary evaluation

9. Signatures and Acknowledgment: Space for signatures from employee, reviewer, and HR representative, including date and any comments

Optional Sections

1. Salary Review: Section for compensation review and recommendations - used when the performance review is directly tied to compensation decisions

2. Career Development Plan: Detailed plan for professional growth and advancement - included for companies with formal career development programs

3. 360-Degree Feedback Summary: Compilation of feedback from peers, subordinates, and other stakeholders - used when organization implements 360-degree feedback system

4. Project-Specific Evaluation: Detailed assessment of specific project performance - included for project-based roles

5. Technical Skills Assessment: Detailed evaluation of technical competencies - used for technical roles

6. Leadership Competency Review: Assessment of leadership capabilities - included for management positions

7. Training Recommendations: Specific training and development recommendations - used when company has formal training programs

Suggested Schedules

1. Performance Metrics Schedule: Detailed breakdown of performance metrics and calculations used in the evaluation

2. Job Description: Current job description against which performance was evaluated

3. Previous Review Summary: Summary of previous year's performance review and progress against set goals

4. Development Plan Template: Structured template for recording development actions and timelines

5. Competency Framework: Detailed framework showing competency requirements for the role

6. Employee Self-Assessment Form: Completed self-evaluation form submitted by the employee

7. Performance Improvement Plan Template: Template for documenting specific improvement actions if required

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

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Financial Services

Technology

Manufacturing

Retail

Healthcare

Education

Professional Services

Real Estate

Telecommunications

Construction

Hospitality

Media and Entertainment

logistics

Public Sector

Non-Profit Organizations

Relevant Teams

Human Resources

Finance

Information Technology

Operations

Sales

Marketing

Legal

Research and Development

Customer Service

Administration

Product Development

Quality Assurance

Business Development

Strategy

Corporate Communications

Relevant Roles

Chief Executive Officer

Department Director

Senior Manager

Project Manager

Team Leader

HR Manager

Financial Analyst

Software Developer

Marketing Executive

Sales Representative

Administrative Assistant

Operations Manager

Research Analyst

Customer Service Representative

Technical Specialist

Legal Counsel

Account Manager

Product Manager

Business Development Executive

Quality Assurance Specialist

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