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Appraisal Transfer Letter
"I need an Appraisal Transfer Letter for an employee moving from the Finance to Marketing department effective March 1, 2025, including their last two performance reviews and current development goals."
1. Letter Header: Company letterhead, date, reference number, and addressee details
2. Subject Line: Clear indication that this is an Appraisal Transfer Letter
3. Employee Information: Full name, employee ID, current position, and department of the employee
4. Transfer Context: Brief explanation of why the appraisal records are being transferred
5. Appraisal Period: Specific time period covered by the transferred appraisal records
6. Current Performance Status: Summary of the employee's current performance rating and key achievements
7. Transfer Details: Information about the receiving department/entity and relevant contact persons
8. Effective Date: Date from which the transfer takes effect
9. Closing: Standard closing, signature block, and authorization details
1. Outstanding Goals: Include when there are ongoing performance objectives that need to be transferred and monitored
2. Special Achievements: Include when the employee has received special recognition or awards during the appraisal period
3. Development Plans: Include when there are ongoing training or development programs that need to be continued
4. Performance Improvement Plans: Include if the employee is currently under a performance improvement plan that needs to be continued
5. Confidentiality Notice: Include when handling sensitive performance information or when required by company policy
1. Performance History Summary: Detailed summary of performance ratings and evaluations for past review periods
2. Key Performance Indicators: List of KPIs and their status at the time of transfer
3. Training Records: Summary of completed training programs and certifications
4. Previous Appraisal Forms: Copies of formal appraisal documents from previous review periods
5. Acknowledgment Form: Form to be signed by both transferring and receiving managers
Authors
Banking and Financial Services
Oil and Gas
Manufacturing
Telecommunications
Healthcare
Education
Professional Services
Construction
Technology
Retail
Public Sector
Agriculture
Mining
Transportation and Logistics
Hospitality
Human Resources
Performance Management
Talent Management
Learning & Development
Employee Relations
Legal
Compliance
Corporate Services
Personnel Administration
Industrial Relations
HR Manager
HR Business Partner
Performance Management Specialist
Department Manager
Team Leader
Supervisor
HR Director
Talent Management Officer
Learning and Development Manager
Employee Relations Manager
Compliance Officer
HR Administrator
Department Head
Division Director
Line Manager
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