Staff Evaluation Template for Hong Kong

This document establishes a formal framework for conducting employee performance evaluations in compliance with Hong Kong employment laws and regulations. It outlines the comprehensive process for assessing employee performance, including evaluation criteria, rating methodologies, documentation requirements, and appeal procedures. The document incorporates provisions from the Hong Kong Employment Ordinance and Personal Data (Privacy) Ordinance, ensuring legal compliance while providing a structured approach to performance management. It includes safeguards against discrimination and ensures fair treatment in accordance with Hong Kong's anti-discrimination legislation.

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What is a Staff Evaluation?

This Staff Evaluation document serves as a critical tool for organizations operating in Hong Kong to maintain a standardized and legally compliant performance assessment process. It is designed to be used for regular performance reviews, typically conducted annually or semi-annually, and includes provisions for special circumstances such as probationary reviews or performance improvement plans. The document ensures compliance with Hong Kong's employment legislation, including the Employment Ordinance (Cap. 57) and various anti-discrimination ordinances, while protecting both employer and employee interests. The Staff Evaluation framework incorporates best practices in performance management, ensuring fair and objective assessment of employee performance while maintaining necessary documentation for legal and administrative purposes.

What sections should be included in a Staff Evaluation?

1. Purpose and Scope: Defines the purpose of the evaluation process and which employees it applies to

2. Evaluation Period: Specifies the frequency of evaluations and the time period covered

3. Performance Criteria: Details the key performance indicators and competencies being evaluated

4. Rating Scale: Explains the rating system used for evaluation

5. Evaluation Process: Outlines the steps involved in conducting the evaluation

6. Documentation Requirements: Specifies how evaluations should be documented and stored

7. Review and Appeal Process: Describes the procedure for employees to discuss or appeal their evaluation

8. Confidentiality: States how evaluation information will be handled and protected

9. Usage of Evaluation Results: Explains how evaluation results may impact employment decisions

What sections are optional to include in a Staff Evaluation?

1. Probationary Period Evaluation: Special evaluation criteria and timing for employees during probation

2. Remote Work Evaluation: Additional criteria for evaluating employees working remotely

3. 360-Degree Feedback: Process for collecting feedback from multiple sources including peers and subordinates

4. Performance Improvement Plans: Framework for addressing underperformance and setting improvement goals

5. Special Circumstances: Modifications to the evaluation process for special situations (extended leave, disability accommodations, etc.)

What schedules should be included in a Staff Evaluation?

1. Evaluation Form Template: Standard form to be used for documenting evaluations

2. Performance Criteria Matrix: Detailed breakdown of evaluation criteria and expectations for different roles

3. Rating Scale Guide: Detailed descriptions and examples for each rating level

4. Timeline and Deadlines: Annual schedule of evaluation periods and submission deadlines

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

6. Appeal Form: Standard form for submitting evaluation 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

Jurisdiction

Hong Kong

Publisher

Genie AI

Cost

Free to use

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