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Annual Performance Evaluation Template for Hong Kong

A comprehensive employment document governed by Hong Kong law that provides a structured framework for conducting annual employee performance evaluations. The document incorporates requirements from the Hong Kong Employment Ordinance and related legislation, ensuring fair and objective assessment of employee performance. It includes sections for performance metrics, competency evaluation, goal achievement analysis, development planning, and mutual feedback mechanisms. The document is designed to facilitate transparent communication between employers and employees while maintaining compliance with Hong Kong's data privacy and anti-discrimination regulations.

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What is a Annual Performance Evaluation?

The Annual Performance Evaluation document serves as a crucial tool for organizations operating under Hong Kong jurisdiction to assess, document, and manage employee performance on a yearly basis. It is designed to be used at the end of each review cycle, typically annually or bi-annually, to evaluate employee achievements, competencies, and areas for development. The document ensures compliance with Hong Kong employment laws while providing a structured approach to performance management, including objective setting, performance measurement, and development planning. It incorporates key requirements from the Employment Ordinance (Cap. 57) and Personal Data (Privacy) Ordinance (Cap. 486), making it suitable for organizations of all sizes operating in Hong Kong. The evaluation process documented here forms an essential part of employee records and can be used for making informed decisions about promotions, compensation adjustments, and career development opportunities.

What sections should be included in a Annual Performance Evaluation?

1. Employee Information: Basic details including employee name, position, department, employee ID, and review period

2. Performance Rating Scale: Explanation of the rating system used (typically 1-5 scale) and what each rating level represents

3. Key Performance Indicators (KPIs): Assessment of predetermined performance targets and objectives set for the review period

4. Core Competencies Evaluation: Assessment of fundamental skills and behaviors required for the role

5. Achievement Summary: Overview of key accomplishments and projects completed during the review period

6. Areas for Improvement: Identification of skills, competencies, or behaviors that need development

7. Development Plan: Specific actions and timeline for addressing identified areas for improvement

8. Overall Performance Rating: Final assessment score based on all evaluation components

9. Employee Comments: Space for employee to provide feedback on the evaluation and add their perspective

10. Acknowledgment and Signatures: Formal signing section for employee, evaluator, and HR representative with dates

What sections are optional to include in a Annual Performance Evaluation?

1. Project-Specific Evaluation: Additional section for employees involved in special projects during the review period

2. Management Competencies: Specific evaluation criteria for employees in supervisory or management positions

3. Technical Skills Assessment: Detailed evaluation of role-specific technical capabilities for technical positions

4. Sales Performance Metrics: Specific evaluation criteria for sales roles including targets and achievements

5. Language Proficiency: Assessment of language skills for positions requiring multilingual capabilities

6. Client Feedback Summary: Compilation of client feedback for client-facing roles

7. Innovation and Creativity: Assessment of creative contributions and innovative solutions for relevant roles

What schedules should be included in a Annual Performance Evaluation?

1. Schedule A - Performance Metrics Definitions: Detailed descriptions of each performance metric and how they are measured

2. Schedule B - Competency Framework: Detailed breakdown of competencies and behaviors expected at each level

3. Schedule C - Rating Scale Guidelines: Comprehensive guidelines for applying the rating scale consistently

4. Schedule D - Development Resources: List of available training and development resources

5. Appendix 1 - Previous Year's Goals: Reference document showing goals set in the previous evaluation

6. Appendix 2 - Goal Setting Template: Template for setting new goals for the upcoming review period

7. Appendix 3 - Self-Assessment Form: Template for employee self-evaluation to be completed before the review

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

Hong Kong

Cost

Free to use

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