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Easy Performance Reviews
1. 1. Employee and Reviewer Information: Details of the employee being reviewed and the person conducting the review, including names, positions, and department
2. 2. Review Period: Specification of the time period covered by this performance review
3. 3. Performance Criteria: Standard criteria against which the employee is being evaluated, including job responsibilities, goals, and competencies
4. 4. Achievement of Objectives: Assessment of performance against previously set objectives and KPIs
5. 5. Core Competencies Evaluation: Evaluation of essential skills and behaviors required for the role
6. 6. Development and Training: Discussion of training completed and future development needs
7. 7. Overall Performance Rating: Summary rating based on all evaluation criteria
8. 8. Future Goals and Objectives: Setting of new objectives and expectations for the next review period
9. 9. Employee Comments: Space for employee feedback and comments on the review
10. 10. Signatures and Acknowledgment: Formal acknowledgment of the review by both parties and date
1. Salary Review: Include when the performance review is tied to compensation decisions
2. Project-Specific Evaluation: Include for employees who work primarily on specific projects
3. Team Leadership Assessment: Include for employees with management responsibilities
4. Customer/Client Feedback: Include for customer-facing roles
5. Technical Skills Assessment: Include for technical positions requiring specific skill evaluations
6. 360-Degree Feedback Summary: Include when multiple stakeholders provide input to the review
1. Appendix A - Performance Rating Scale: Detailed explanation of the rating system used in the review
2. Appendix B - Core Competency Definitions: Detailed descriptions of each core competency being evaluated
3. Appendix C - Goal Setting Template: Template for documenting specific, measurable objectives for the next period
4. Appendix D - Development Plan Template: Template for detailed training and development planning
5. Appendix E - Privacy Notice: GDPR-compliant notice explaining how review data will be processed and stored
Authors
Appraisal Period
Company
Competencies
Core Responsibilities
Development Plan
Employee
Evaluator
Goals
HR Representative
Key Performance Indicators (KPIs)
Line Manager
Objectives
Performance Criteria
Performance Rating
Personal Data
Rating Scale
Review Date
Review Meeting
Reviewer
Self-Assessment
Significant Achievements
Skills Assessment
Target Goals
Training Requirements
Data Protection
Confidentiality
Review Process
Rating System
Goal Setting
Employee Rights
Documentation Requirements
Feedback Process
Development Planning
Appeal Process
Amendments
Record Keeping
Non-Discrimination
Signatures and Acknowledgment
Review Frequency
Performance Metrics
Training and Development
Dispute Resolution
Notice Requirements
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