Performance Review Management Template for Hong Kong

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Key Requirements PROMPT example:

Performance Review Management

"I need a Performance Review Management document for a tech startup with 50 employees in Hong Kong, focusing on quarterly reviews and including provisions for remote workers, with implementation planned for January 2025."

Document background
This Performance Review Management document serves as a crucial tool for organizations operating in Hong Kong to establish and maintain a structured, fair, and legally compliant performance evaluation system. It is designed to be implemented when organizations need to standardize their approach to performance management, ensure consistency in employee evaluations, and align with Hong Kong's employment legislation. The document incorporates requirements from various Hong Kong ordinances, including the Employment Ordinance (Cap. 57) and Personal Data (Privacy) Ordinance (Cap. 486), while providing practical guidelines for performance assessment, feedback delivery, and performance improvement planning. It is particularly valuable for organizations seeking to establish transparent evaluation processes, maintain proper documentation, and protect both employer and employee interests in the performance review process.
Suggested Sections

1. Parties: Identifies the employer and employee groups to whom this performance review management system applies

2. Background: Explains the purpose and objectives of the performance review system and its role in employee development

3. Definitions: Defines key terms used throughout the document including performance metrics, rating scales, and review periods

4. Review Cycle: Specifies the frequency and timing of performance reviews, including regular reviews and special assessments

5. Performance Criteria: Outlines the standard evaluation criteria and key performance indicators (KPIs) used in assessments

6. Review Process: Details the step-by-step procedure for conducting performance reviews, including preparation, meeting protocols, and documentation

7. Rating System: Explains the performance rating scale and criteria for each rating level

8. Documentation Requirements: Specifies the forms, records, and documentation needed throughout the review process

9. Rights and Responsibilities: Defines the roles and responsibilities of managers, employees, and HR in the review process

10. Appeals Process: Outlines the procedure for employees to challenge or appeal their performance reviews

11. Data Protection: Addresses the handling and protection of personal data in accordance with Hong Kong's Privacy Ordinance

12. Review Outcomes: Explains how review results may impact compensation, promotion, development, or performance improvement plans

Optional Sections

1. Remote Review Procedures: Specific procedures for conducting performance reviews remotely, used when employees work remotely or in different locations

2. Probationary Review Process: Special provisions for reviewing employees during their probationary period

3. Performance Improvement Plans: Detailed procedures for managing underperforming employees, used when specific guidance on improvement plans is needed

4. 360-Degree Feedback: Procedures for incorporating feedback from multiple sources, used when implementing comprehensive feedback systems

5. Calibration Process: Procedures for ensuring consistency in ratings across departments, used in larger organizations

6. Special Circumstances: Provisions for managing reviews during exceptional circumstances (e.g., long-term illness, secondment)

7. Bonus and Incentive Linkage: Specific provisions linking performance reviews to bonus or incentive schemes, used when direct compensation links exist

Suggested Schedules

1. Performance Review Form: Standard template for documenting performance reviews and ratings

2. Competency Framework: Detailed description of competencies and behaviors expected at each job level

3. Rating Scale Guide: Comprehensive guide explaining each rating level with examples

4. KPI Library: Collection of standard KPIs by job function or department

5. Timeline and Deadlines: Annual schedule of review-related activities and deadlines

6. Self-Assessment Form: Template for employee self-evaluation

7. Performance Improvement Plan Template: Standard format for documenting performance improvement plans

8. Appeal Form: Standard template for submitting performance review appeals

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 legal definitions
Clauses
Relevant Industries

Financial Services

Technology

Manufacturing

Retail

Healthcare

Education

Professional Services

Hospitality

Construction

Telecommunications

Real Estate

Transportation and Logistics

Media and Entertainment

Non-Profit Organizations

Government and Public Sector

Relevant Teams

Human Resources

Legal

Compliance

Senior Management

Middle Management

Operations

Training and Development

Employee Relations

Talent Management

Compensation and Benefits

Relevant Roles

Chief Executive Officer

Human Resources Director

HR Manager

Department Head

Line Manager

Team Leader

HR Business Partner

Performance Management Specialist

Training and Development Manager

Compensation and Benefits Manager

Employee Relations Manager

Talent Management Director

Operations Manager

Department Supervisor

HR Administrator

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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