Probation Appraisal Form Template for Hong Kong

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Key Requirements PROMPT example:

Probation Appraisal Form

"I need a Probation Appraisal Form for a senior software developer position in a fintech company, with emphasis on technical skills evaluation and project delivery metrics, compliant with Hong Kong employment law."

Document background

The Probation Appraisal Form is a standardized document used in Hong Kong to evaluate employees during their probationary period, typically lasting between 3 to 6 months as per common practice under Hong Kong employment law. This document is essential for maintaining clear records of employee performance assessment and ensuring compliance with the Employment Ordinance (Cap. 57) and related legislation. It includes comprehensive evaluation criteria covering technical competencies, behavioral aspects, and overall job performance, serving as a basis for decisions about permanent employment. The form is designed to protect both employer and employee interests by providing transparent evaluation criteria and documented feedback, while adhering to Hong Kong's legal requirements regarding employment relationships and performance assessment.

Suggested Sections

1. Employee Information: Basic details including employee name, position, department, probation start date, and scheduled end date

2. Job Requirements: Brief outline of the key responsibilities and expectations of the role

3. Performance Criteria: List of core competencies and skills being evaluated

4. Rating Scale: Explanation of the rating system used in the evaluation (e.g., 1-5 scale, definitions of each rating)

5. Performance Assessment: Detailed evaluation of various performance aspects including technical skills, soft skills, and job-specific competencies

6. Attendance and Punctuality: Review of attendance record during probation period

7. Overall Performance Summary: General summary of the employee's performance during the probation period

8. Recommendation: Clear indication of whether the employee has passed probation, requires extension, or employment should be terminated

9. Signatures and Date: Space for signatures of the evaluator, employee, and HR representative

Optional Sections

1. Training Completed: List of training programs completed during probation - include when specific training requirements exist for the role

2. Project Contributions: Specific projects worked on and contributions made - relevant for project-based roles

3. Customer/Client Feedback: Summary of any customer or client feedback received - important for customer-facing roles

4. Team Feedback: Input from team members or other departments - useful for collaborative roles

5. Development Areas: Specific areas identified for future development - particularly relevant if probation is extended

6. Performance Improvement Plan: Detailed plan for improvement - include when performance issues are identified but termination is not recommended

Suggested Schedules

1. Job Description: Detailed job description against which the employee is being evaluated

2. Performance Metrics: Specific KPIs or objectives set at the start of probation

3. Training Record: Detailed record of training completed and certifications obtained

4. Incident Reports: Documentation of any significant incidents (positive or negative) during probation

5. Previous Review Notes: Notes from any informal reviews conducted during the probation period

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

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Banking and Financial Services

Technology

Retail

Manufacturing

Professional Services

Healthcare

Education

Hospitality

Construction

Logistics and Transportation

Media and Entertainment

Real Estate

Public Sector

Telecommunications

Consumer Goods

Relevant Teams

Human Resources

People Operations

Personnel Management

Learning & Development

Talent Management

Employee Relations

HR Operations

Performance Management

Organizational Development

HR Administration

Relevant Roles

HR Manager

HR Director

Department Manager

Team Leader

Supervisor

Line Manager

Division Head

HR Business Partner

HR Administrator

Performance Management Specialist

Talent Development Manager

Employee Relations Manager

HR Operations Manager

Training Manager

Recruitment Manager

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Authors

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