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1. Employee Information: Basic details including employee name, employee ID, department, position, review period, and length of service
2. Performance Rating Scale: Explanation of the rating system used in the review (typically 1-5 or similar scale with clear definitions for each rating level)
3. Key Performance Indicators (KPIs): Assessment of performance against previously set KPIs and objectives
4. Core Competencies Evaluation: Assessment of key competencies required for the role (e.g., technical skills, communication, teamwork)
5. Achievement Summary: Overview of key achievements and contributions during the review period
6. Development Needs: Identification of areas requiring improvement or development
7. Goals and Objectives: Setting of new goals and objectives for the next review period
8. Employee Self-Assessment: Section for employee to provide their own assessment and comments
9. Manager Assessment: Section for manager's evaluation and comments
10. Signatures and Acknowledgment: Space for both employee and manager to sign and date the review, acknowledging its completion
1. Salary Review: Section for documenting salary review discussions and decisions - include when review is tied to compensation
2. Career Development Plan: Detailed planning for career progression and development opportunities - include for companies with formal career development programs
3. 360-Degree Feedback Summary: Summary of feedback from peers, subordinates, and other stakeholders - include when organization uses 360-degree feedback
4. Project-Specific Performance: Detailed evaluation of specific project contributions - include for project-based roles
5. Compliance and Risk Assessment: Evaluation of compliance with company policies and risk management - include for regulated industries or senior roles
6. Remote Work Performance: Assessment of performance specific to remote working arrangements - include for remote or hybrid workers
1. Appendix A - Performance Metrics: Detailed breakdown of quantitative performance metrics and calculations
2. Appendix B - Competency Framework: Detailed description of company competency framework and rating criteria
3. Appendix C - Development Resources: List of available training, development resources, and programs
4. Appendix D - Previous Goals Review: Detailed review of goals set in previous review period
5. Schedule 1 - Role-Specific KPIs: Detailed KPIs specific to the employee's role and department
6. Schedule 2 - Personal Development Plan Template: Template for creating detailed personal development plans
Financial Services
Technology
Healthcare
Manufacturing
Retail
Professional Services
Education
Public Sector
Telecommunications
Construction
Hospitality
Non-Profit
Energy
Transportation
Legal Services
Human Resources
People Operations
Learning & Development
Talent Management
Employee Relations
Performance Management
Legal
Compliance
Senior Management
Operations Management
Chief Executive Officer
Department Manager
Team Leader
Human Resources Director
HR Manager
HR Business Partner
Performance Management Specialist
Learning and Development Manager
Talent Management Coordinator
Employee Relations Manager
Operations Manager
Project Manager
Senior Executive
Line Manager
Supervisor
Department Head
Chief Human Resources Officer
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