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Performance Plan & Evaluation Form Template for Indonesia

A comprehensive performance management document designed for use in Indonesia, compliant with Law No. 13 of 2003 on Manpower and related regulations. This form serves as both a forward-looking performance planning tool and an evaluation mechanism, establishing clear performance expectations, measurement criteria, and evaluation processes. It incorporates Indonesian labor law requirements while providing a structured framework for objective performance assessment, professional development planning, and regular feedback sessions between employees and supervisors.

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What is a Performance Plan & Evaluation Form?

The Performance Plan & Evaluation Form is a crucial document in Indonesian employment relationships, designed to align with local labor laws including the Manpower Law (Law No. 13 of 2003) and related regulations. This document should be used at the beginning of each performance cycle to set clear expectations and during evaluation periods to assess employee achievements. It typically includes key performance indicators, competency assessments, development goals, and evaluation criteria. The form serves multiple purposes: documenting performance objectives, providing a framework for regular feedback, supporting career development discussions, and creating a legal record of performance management processes. It's particularly important in Indonesia where formal documentation of performance management is often required for employment-related decisions.

What sections should be included in a Performance Plan & Evaluation Form?

1. Employee Information: Basic details of the employee including name, employee ID, position, department, and reporting manager

2. Performance Period: Specified timeframe for which the performance plan and evaluation applies

3. Key Performance Indicators (KPI): Detailed listing of measurable performance targets and objectives aligned with organizational goals

4. Performance Measurement Criteria: Explanation of how each KPI will be measured and weighted

5. Evaluation Schedule: Timeline for regular check-ins, mid-term reviews, and final evaluation

6. Rating Scale: Definition of performance rating levels and their corresponding criteria

7. Development Plan: Identified areas for skill development and career growth

8. Feedback and Comments: Sections for both employee and supervisor comments

9. Acknowledgment: Signatures of employee, supervisor, and HR representative confirming agreement to the plan

What sections are optional to include in a Performance Plan & Evaluation Form?

1. Competency Framework: Detailed behavioral competencies specific to the role or level, used when organization follows a competency-based evaluation system

2. Performance Improvement Plan: Additional section for employees requiring specific performance enhancement measures

3. Compensation Linkage: Details of how performance outcomes link to salary increments or bonuses, included when performance is directly tied to compensation

4. Project-Specific Goals: For project-based roles or when specific project outcomes need to be evaluated

5. Team Performance Metrics: For managers or team leaders who are evaluated on team performance

6. Language Proficiency Requirements: For roles requiring specific language skills or in multinational organizations

7. Safety and Compliance Goals: For roles in industries with specific safety or regulatory requirements

What schedules should be included in a Performance Plan & Evaluation Form?

1. Schedule A - KPI Calculation Methods: Detailed explanation of formulas and methods used to calculate each KPI

2. Schedule B - Competency Framework Details: Comprehensive description of each competency and their progressive levels

3. Schedule C - Performance Rating Guidelines: Detailed guidelines for assigning performance ratings with examples

4. Appendix 1 - Development Resources: List of available training programs, courses, and development resources

5. Appendix 2 - Performance Review Timeline: Detailed calendar of all performance-related activities and deadlines

6. Appendix 3 - Grievance Procedures: Process for addressing disagreements about performance evaluations

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

Indonesia

Cost

Free to use

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