The Appraisal Invite document is a crucial communication tool in the Indian corporate environment, used to formally initiate the performance evaluation process. It is typically issued prior to scheduled performance reviews, usually on a quarterly, bi-annual, or annual basis, depending on company policy. The document must comply with Indian labor laws, particularly the Industrial Employment (Standing Orders) Act and related regulations governing employee evaluations. An Appraisal Invite serves multiple purposes: it provides official notice of the upcoming evaluation, outlines the process and expectations, lists required documentation, and ensures transparency in the performance review system. This document is essential for maintaining proper documentation of the evaluation process and protecting both employer and employee interests under Indian employment law.
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1. Letter Header: Company letterhead, date, reference number, and employee details
2. Subject Line: Clear indication that this is an appraisal invitation for specific period
3. Salutation: Professional greeting addressing the employee by name
4. Purpose Statement: Brief introduction stating the purpose of the appraisal and its importance
5. Appraisal Details: Specific information about date, time, location/platform of the appraisal
6. Process Overview: Brief explanation of the appraisal process and what to expect
7. Required Preparations: List of documents/forms to be completed and deadlines
8. Next Steps: Clear instructions on what the employee needs to do next
9. Closing: Professional closing with contact information for queries
1. Virtual Meeting Instructions: Include when appraisal is conducted remotely - technical details and platform access
2. Special Achievement Section: Include for employees with notable achievements during the review period
3. Development Goals Review: Include when previous development goals need specific attention
4. 360-Degree Feedback Notice: Include when peer/subordinate feedback is part of the process
5. Promotion Consideration: Include when employee is being considered for promotion
1. Appendix A - Self-Assessment Form: Template for employee self-evaluation
2. Appendix B - Performance Metrics: List of KPIs and performance indicators being evaluated
3. Appendix C - Required Documentation Checklist: Detailed list of documents needed for the appraisal
4. Appendix D - Appraisal Timeline: Detailed schedule of the entire appraisal process
5. Appendix E - Company Competency Framework: Overview of competencies being assessed
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