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Performance Review Summary

Performance Review Summary Template for Switzerland

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Key Requirements PROMPT example:

Performance Review Summary

"I need a Performance Review Summary template for our Swiss tech startup, focusing on software developer roles with specific sections for technical skills assessment and project contributions, including our quarterly OKR tracking system that we'll implement in March 2025."

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Document background
The Performance Review Summary is a crucial document in Swiss employment relationships, used to formally document the evaluation of employee performance, achievements, and development areas. It is typically prepared annually or semi-annually, following structured performance discussions between employees and their supervisors. The document must comply with Swiss employment law, particularly the Swiss Code of Obligations (OR) Article 328b regarding employee data handling and the Federal Act on Data Protection. This document serves multiple purposes: it provides a formal record of performance evaluation, sets future objectives, documents development needs, and can be referenced for employment decisions. The Performance Review Summary should be drafted with consideration for both federal and cantonal employment regulations, ensuring fair and transparent evaluation processes while protecting employee rights.
Suggested Sections

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

2. Performance Criteria Overview: List of key performance indicators and competencies evaluated

3. Achievement of Objectives: Assessment of performance against previously set goals and targets

4. Core Competencies Evaluation: Assessment of key skills, behaviors, and competencies required for the role

5. Overall Performance Rating: Summary rating based on defined performance scale

6. Development Areas: Identified areas for improvement and growth

7. Action Plan: Specific steps and recommendations for performance improvement

8. Employee Comments: Space for employee feedback and comments on the evaluation

9. Acknowledgment: Signatures of employee, reviewer, and HR representative confirming review discussion

Optional Sections

1. Project Contributions: Detailed review of specific project involvement and achievements, used when employee has significant project responsibilities

2. Leadership Assessment: Evaluation of leadership capabilities and team management, included for employees in management positions

3. Client/Stakeholder Feedback: Summary of feedback from key stakeholders, included for client-facing roles

4. Technical Skills Assessment: Detailed evaluation of technical competencies, used for technical roles

5. Compliance and Risk Management: Assessment of adherence to compliance requirements, included for roles with regulatory responsibilities

Suggested Schedules

1. Performance Metrics Data: Detailed quantitative performance data and analytics

2. Previous Goals Review: Documentation of goals set in previous review period and their completion status

3. New Performance Objectives: Detailed list of objectives for the next review period

4. Development Plan: Comprehensive professional development and training recommendations

5. 360-Degree Feedback Summary: Compilation of feedback from peers, subordinates, and supervisors if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant Industries

Financial Services

Manufacturing

Technology

Healthcare

Professional Services

Retail

Education

Telecommunications

Pharmaceuticals

Insurance

Banking

Consulting

Hospitality

Construction

Non-Profit

Relevant Teams

Human Resources

People Operations

Legal

Compliance

Senior Management

Executive Leadership

Department Management

Operations Management

Relevant Roles

HR Manager

HR Director

Department Manager

Team Leader

Senior Manager

CEO

CFO

COO

Division Head

Regional Director

Project Manager

Line Manager

Supervisor

HR Business Partner

People Operations Manager

Industries
Swiss Code of Obligations (OR) Art. 328b: Regulates the handling of employee data by employers, including performance-related information and documentation
Federal Act on Data Protection (FADP): Governs the collection, storage, and processing of personal data, including employee performance information
Swiss Labor Law (ArG): Provides the basic framework for employment relationships and workplace conditions, including evaluation processes
Equal Treatment Act: Ensures non-discriminatory treatment in performance evaluations regardless of gender, nationality, or other protected characteristics
Swiss Code of Obligations Art. 330a: Relates to work certificates and references, which may be influenced by performance reviews
Cantonal Employment Laws: Local regulations that may impose additional requirements for employee evaluations and documentation
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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