Appraisal Invite Template for Hong Kong

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Key Requirements PROMPT example:

Appraisal Invite

"I need an Appraisal Invite for our tech startup's first formal performance review cycle in March 2025, which will include remote employees across Asia and should incorporate provisions for virtual meetings and digital documentation submission."

Document background
The Appraisal Invite is a crucial document in Hong Kong's corporate environment, serving as the formal initiation of the performance review process. It is typically used when conducting regular (annual, semi-annual, or quarterly) performance evaluations or special performance reviews. The document must comply with Hong Kong's Employment Ordinance and Personal Data (Privacy) Ordinance, ensuring proper handling of employee information and fair treatment in the appraisal process. The Appraisal Invite includes essential information such as meeting logistics, participant details, preparation requirements, and process overview, while maintaining professional standards and legal compliance. It forms part of the employee's official record and supports transparent performance management practices.
Suggested Sections

1. Letter Header: Company letterhead, date, recipient's name and position, reference number if applicable

2. Subject Line: Clear indication that this is an invitation for performance appraisal

3. Introduction: Brief opening explaining the purpose of the letter and importance of the appraisal process

4. Appraisal Details: Date, time, location, and duration of the appraisal meeting

5. Participants: Names and roles of all attendees (appraiser, appraisee, HR representative if applicable)

6. Preparation Instructions: Guidelines on how to prepare for the appraisal, including any self-assessment forms to complete

7. Process Overview: Brief explanation of how the appraisal will be conducted

8. Next Steps: Instructions for confirming attendance and submitting any required pre-appraisal documentation

9. Closing: Professional closing with contact information for questions or concerns

Optional Sections

1. Remote Meeting Details: Include when appraisal is conducted virtually, with videoconferencing links and technical instructions

2. Special Arrangements: Include when specific accommodations or arrangements are needed for the employee

3. Previous Goals Reference: Include when referring to specific goals or objectives set in previous appraisals

4. Development Focus: Include when the appraisal has a specific focus on career development or training needs

5. Salary Review Notice: Include when the appraisal will include discussion of compensation

Suggested Schedules

1. Self-Assessment Form: Template for employee to complete prior to the appraisal meeting

2. Performance Criteria: List of competencies and performance areas to be discussed

3. Previous Objectives: Summary of objectives set in last appraisal period

4. Meeting Agenda: Detailed structure and timing of the appraisal meeting

5. Required Documentation Checklist: List of documents and forms to prepare or bring to the meeting

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

Relevant Industries

Financial Services

Technology

Manufacturing

Retail

Healthcare

Education

Professional Services

Hospitality

Construction

Transportation

Telecommunications

Media

Energy

Real Estate

Public Sector

Relevant Teams

Human Resources

People Operations

Employee Relations

Performance Management

Talent Management

Legal

Compliance

Operations

Administrative Support

Relevant Roles

HR Manager

HR Director

People Operations Manager

Performance Management Specialist

Department Manager

Line Manager

Team Leader

HR Business Partner

Chief Human Resources Officer

HR Coordinator

HR Administrator

Employee Relations Manager

Talent Management Director

Operations Manager

General Manager

Industries
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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