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1. Purpose and Scope: Outlines the objectives of the appraisal policy and defines which employees it applies to
2. Definitions: Defines key terms used throughout the policy, including types of assessments, rating scales, and relevant terminology
3. Roles and Responsibilities: Details the responsibilities of HR, managers, employees, and other stakeholders in the appraisal process
4. Frequency and Timing: Establishes when and how often appraisals will be conducted, including probationary reviews and annual assessments
5. Appraisal Process: Step-by-step description of how the appraisal process works, from preparation to completion
6. Performance Criteria: Outlines the standards and metrics used to evaluate employee performance
7. Documentation Requirements: Specifies how appraisals should be documented and stored
8. Confidentiality: Establishes protocols for handling sensitive performance information
9. Appeals Process: Details the procedure for employees to challenge or appeal their appraisal results
10. Policy Review: Specifies when and how the policy will be reviewed and updated
1. Remote Work Considerations: Special provisions for conducting appraisals for remote or hybrid workers
2. Performance Improvement Plans: Detailed process for addressing underperformance identified during appraisals
3. Compensation Linkage: How appraisal results connect to salary reviews and bonus determinations
4. Cross-Cultural Considerations: Special provisions for international or multicultural organizations
5. Disability Accommodations: Specific provisions for ensuring fair evaluation of employees with disabilities
6. Training Requirements: Required training for managers and employees on the appraisal process
1. Schedule A - Performance Appraisal Form: Standard template for documenting performance evaluations
2. Schedule B - Competency Framework: Detailed description of competencies and behaviors being evaluated
3. Schedule C - Rating Scale Guide: Detailed explanation of the rating system and scoring criteria
4. Schedule D - Goal Setting Template: Template for documenting performance objectives and development goals
5. Schedule E - Self-Assessment Form: Template for employee self-evaluation
6. Appendix 1 - Timeline and Key Dates: Annual schedule of appraisal-related activities and deadlines
7. Appendix 2 - Best Practices Guide: Guidelines for conducting effective performance discussions
Financial Services
Technology
Healthcare
Manufacturing
Retail
Education
Professional Services
Public Sector
Non-Profit
Construction
Transportation
Energy
Telecommunications
Hospitality
Human Resources
Legal
Senior Management
Operations
Talent Development
Employee Relations
Compliance
Training
Quality Assurance
Department Leadership
Chief Executive Officer
Human Resources Director
Department Managers
Team Leaders
Supervisors
HR Business Partners
Performance Management Specialists
Talent Development Manager
Operations Manager
Department Heads
Line Managers
HR Coordinators
Compliance Officers
Employee Relations Manager
Training and Development Manager
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