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Year End Appraisal
"I need a Year End Appraisal template for a small tech startup in Lagos, focusing on agile performance metrics and remote work evaluation, with simplified rating scales and clear objective-setting sections for our software development team."
1. Employee Information: Basic details including employee name, ID, position, department, and reporting manager
2. Performance Period: Specific time period covered by the appraisal (typically one year with exact dates)
3. Performance Metrics Review: Assessment of predetermined KPIs and objectives set at the beginning of the year
4. Core Competencies Evaluation: Assessment of standard competencies such as job knowledge, quality of work, reliability, and teamwork
5. Achievement Summary: Overview of key accomplishments and contributions during the review period
6. Areas for Improvement: Identification of skill gaps and development needs
7. Overall Performance Rating: Final rating based on the organization's rating scale
8. Future Objectives: Setting of new goals and objectives for the next performance period
9. Employee Comments: Space for employee's feedback and comments on the appraisal
10. Acknowledgment: Signatures of employee, supervisor, and HR representative confirming review completion
1. Training and Development Plan: Detailed plan for addressing identified skill gaps and career development needs - include when significant development needs are identified
2. Compensation Review: Documentation of salary review and bonus recommendations - include when the organization links performance directly to compensation
3. Project-Specific Evaluation: Detailed assessment of major projects handled - include for project-based roles
4. 360-Degree Feedback Summary: Compilation of feedback from peers, subordinates, and other stakeholders - include when organization uses 360-degree feedback system
5. Performance Improvement Plan: Detailed action plan for addressing performance deficiencies - include when performance is below expectations
6. Career Progression Plan: Discussion of career advancement opportunities and requirements - include for high-performing employees or as part of succession planning
1. Schedule A - Performance Metrics Details: Detailed breakdown of all KPIs and their measurements
2. Schedule B - Competency Framework: Detailed description of each core competency and rating criteria
3. Schedule C - Supporting Documentation: Additional documents supporting the performance assessment (certificates, awards, client feedback, etc.)
4. Appendix 1 - Rating Scale Guide: Detailed explanation of the performance rating scale and criteria for each rating level
5. Appendix 2 - Development Resources: List of available training programs, courses, and development resources
6. Appendix 3 - Previous Year Objectives: Record of objectives set in the previous appraisal for reference
Authors
Performance Rating
Key Performance Indicators (KPIs)
Core Competencies
Reviewer
Reviewee
Line Manager
Department Head
HR Representative
Performance Objectives
Development Plan
Rating Scale
Performance Standards
Evaluation Criteria
Performance Improvement Plan
Career Development Goals
Exceptional Performance
Meeting Expectations
Below Expectations
Competency Framework
Review Date
Assessment Methods
Feedback
Performance Metrics
Review Committee
Appeals Process
Calibration Session
Performance Documentation
Moderation Process
Evaluation Period
Data Protection
Performance Evaluation Process
Rating Methodology
Objectives Setting
Performance Review Meetings
Documentation Requirements
Employee Rights and Obligations
Employer Rights and Obligations
Appeals Process
Performance Improvement Procedures
Feedback Requirements
Review Period
Evaluation Criteria
Career Development
Compensation Review
Dispute Resolution
Record Keeping
Amendment Procedures
Signatures and Acknowledgment
Banking & Finance
Oil & Gas
Technology
Manufacturing
Telecommunications
Healthcare
Education
Professional Services
Retail
Construction
Agriculture
Mining
Transportation & Logistics
Public Sector
Non-Profit Organizations
Human Resources
Finance
Operations
Information Technology
Sales
Marketing
Customer Service
Research & Development
Production
Quality Assurance
Administration
Legal
Procurement
Business Development
Corporate Communications
Chief Executive Officer
Managing Director
Department Manager
Team Leader
Senior Executive
Junior Executive
HR Manager
Operations Manager
Financial Analyst
Software Developer
Sales Representative
Customer Service Representative
Project Manager
Administrative Assistant
Technical Specialist
Research Analyst
Marketing Manager
Account Manager
Production Supervisor
Quality Control Inspector
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