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3 Month Review Form
"I need a 3 Month Review Form template for our Hong Kong office's new customer service department, which should include sections for evaluating communication skills and customer satisfaction metrics."
1. Employee Information: Basic details including employee name, position, department, start date, and review date
2. Performance Evaluation Criteria: Standard evaluation metrics including job knowledge, quality of work, productivity, initiative, and teamwork
3. Achievement of Objectives: Assessment of goals set during onboarding and their completion status
4. Core Competencies Assessment: Evaluation of key competencies required for the role
5. Areas of Strength: Highlighting positive performance aspects and notable achievements
6. Areas for Improvement: Identifying development needs and performance gaps
7. Action Plan: Specific steps and recommendations for improvement
8. Overall Performance Rating: Final evaluation score based on predetermined rating scale
9. Acknowledgment: Signatures of reviewer, employee, and HR representative with date
1. Probation Status Decision: Used when the review will determine whether to confirm employment or extend probation
2. Training Recommendations: Include when specific training needs are identified during the review
3. Project-Specific Performance: Added for roles where project work is a significant component
4. Client/Stakeholder Feedback: Include for customer-facing or collaborative roles
5. Technical Skills Assessment: Added for technical roles requiring specific skill evaluation
1. Performance Rating Scale Guide: Detailed explanation of the rating system and criteria for each level
2. Job Description: Original job description against which performance is measured
3. Initial Objectives Document: Copy of objectives set at the start of employment
4. Company Competency Framework: Detailed breakdown of company's core competencies and behavioral indicators
Authors
Review Period
Performance Criteria
Core Competencies
Key Performance Indicators (KPIs)
Performance Rating
Reviewing Manager
Employee
HR Representative
Development Plan
Performance Improvement Plan
Evaluation Scale
Assessment Criteria
Objectives
Competency Framework
Rating Scale
Review Date
Confirmation Date
Areas for Development
Performance Standards
Job Requirements
Review Meeting
Feedback
Attendance and Punctuality
Confidentiality
Data Protection
Review Process
Rating Methodology
Employee Acknowledgment
Reviewer Declaration
Performance Criteria
Development Planning
Review Outcomes
Employment Status
Appeal Process
Documentation Requirements
Signatures and Approvals
Next Review Date
Follow-up Actions
Performance Improvement
Financial Services
Technology
Professional Services
Retail
Manufacturing
Healthcare
Education
Construction
Hospitality
Logistics and Transportation
Real Estate
Media and Communications
Public Sector
Non-Profit Organizations
Human Resources
People Operations
Learning & Development
Talent Management
Employee Relations
Personnel Administration
Recruitment
Organizational Development
Performance Management
Management
Leadership
HR Manager
HR Director
Department Manager
Team Leader
Supervisor
Line Manager
Operations Manager
Project Manager
Division Head
Regional Manager
General Manager
Chief Human Resources Officer
HR Business Partner
HR Coordinator
Training Manager
Talent Development Manager
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