The Annual Evaluation Form serves as a standardized template for conducting and documenting employee performance reviews in Hong Kong organizations. This document is essential for maintaining consistent performance management practices while ensuring compliance with Hong Kong employment regulations, including the Employment Ordinance and anti-discrimination laws. The form is typically used at the end of each review cycle to assess employee performance against predetermined objectives, document achievements, evaluate competencies, and set future goals. It includes sections for both employee and supervisor input, creating a transparent and collaborative evaluation process. The document helps organizations maintain proper employment records, support career development decisions, and provide evidence for employment-related actions while protecting both employer and employee interests.
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1. Employee Information: Basic details including employee name, ID, department, position, and period under review
2. Performance Metrics: Key performance indicators and objectives set for the evaluation period
3. Achievement Assessment: Evaluation of accomplishments against set objectives and KPIs
4. Core Competencies Evaluation: Assessment of essential skills and behaviors required for the role
5. Development and Training: Review of professional development activities and training completed
6. Overall Performance Rating: Final performance grade based on predetermined rating scale
7. Future Goals: Objectives and development plans for the next review period
8. Comments and Acknowledgment: Space for employee and supervisor comments, and signatures
1. Peer Review Section: Optional section for including feedback from colleagues and team members, particularly relevant for collaborative roles
2. Project-Specific Evaluation: For employees involved in specific projects during the review period
3. Leadership Assessment: Additional evaluation criteria for employees in management positions
4. Client/Customer Feedback: For customer-facing roles, including feedback from external stakeholders
5. Technical Skills Assessment: Detailed evaluation of specific technical competencies for specialized roles
6. Performance Improvement Plan: For employees requiring additional support or showing performance concerns
1. Schedule A - Rating Scale Definition: Detailed explanation of performance rating categories and criteria
2. Schedule B - KPI Measurement Criteria: Specific metrics and measurement methods for each KPI
3. Schedule C - Competency Framework: Detailed description of core competencies and expected behaviors
4. Appendix 1 - Development Resources: List of available training and development opportunities
5. Appendix 2 - Previous Year's Goals: Reference to objectives set in the last evaluation period
6. Appendix 3 - Performance Improvement Guidelines: Standard procedures and resources for performance improvement
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