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Performance Evaluation Plan for Philippines

Performance Evaluation Plan Template for Philippines

A comprehensive document that establishes the framework and procedures for evaluating employee performance in accordance with Philippine labor laws and regulations. This plan outlines the systematic approach to assessing employee performance, including evaluation criteria, rating systems, feedback mechanisms, and appeal procedures. It ensures compliance with Department of Labor and Employment (DOLE) guidelines while promoting fair and transparent performance management practices. The document incorporates specific provisions required by Philippine labor legislation, including data privacy requirements under RA 10173 and proper documentation standards.

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Performance Evaluation Plan

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What is a Performance Evaluation Plan?

This Performance Evaluation Plan serves as a critical organizational document designed to establish a structured and objective system for assessing employee performance within the Philippine legal framework. It becomes necessary when organizations need to formalize their performance management processes, ensure compliance with local labor laws, and create transparency in employee evaluation procedures. The plan includes detailed provisions for regular performance reviews, rating criteria, documentation requirements, and appeal processes, all aligned with Philippine Department of Labor and Employment (DOLE) regulations and data privacy laws. It's particularly important for organizations seeking to maintain consistent evaluation standards, support career development, and make informed decisions about promotions, compensation, and training needs while ensuring legal compliance in the Philippine jurisdiction.

What sections should be included in a Performance Evaluation Plan?

1. Parties: Identifies the organization and the categories of employees covered by the evaluation plan

2. Background: Explains the purpose and objectives of the performance evaluation system

3. Definitions: Defines key terms used throughout the document including performance metrics, rating scales, and evaluation periods

4. Evaluation Period and Frequency: Specifies the regular intervals for performance reviews and evaluation timeframes

5. Performance Criteria: Details the key performance indicators, competencies, and standards against which employees will be evaluated

6. Evaluation Process: Outlines the step-by-step procedure for conducting performance evaluations

7. Rating System: Explains the scoring methodology and performance rating scales

8. Roles and Responsibilities: Defines the duties of evaluators, employees, HR department, and other stakeholders

9. Documentation Requirements: Specifies the forms, reports, and records to be maintained

10. Review and Appeals Process: Describes the procedure for employees to seek clarification or appeal evaluation results

11. Confidentiality: Stipulates the handling and protection of evaluation data and personal information

12. Implementation and Amendments: Specifies when the plan takes effect and how modifications can be made

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

1. Performance Improvement Plans: Details the process for addressing underperformance, used when organization wants to formalize performance improvement procedures

2. Rewards and Recognition: Links performance evaluation results to compensation and rewards, included when organization has specific performance-based incentive systems

3. Remote Work Evaluation: Specific criteria and processes for evaluating remote workers, necessary for organizations with remote work arrangements

4. Probationary Employee Evaluation: Special provisions for evaluating employees during probationary period, included when organization has specific probationary requirements

5. Cross-functional Evaluation: Procedures for evaluating employees who work across multiple departments, used in matrix organizations

6. Training and Development: Links between performance evaluation and employee development plans, included when organization emphasizes development-focused evaluations

What schedules should be included in a Performance Evaluation Plan?

1. Schedule A - Performance Evaluation Form: Standard template for documenting performance evaluations

2. Schedule B - Competency Framework: Detailed description of competencies and their measurement criteria

3. Schedule C - Rating Scale Guidelines: Detailed explanations and examples for each rating level

4. Schedule D - Timeline and Deadlines: Annual calendar of evaluation activities and deadlines

5. Schedule E - KPI Dictionary: Comprehensive list of Key Performance Indicators and their calculations

6. Appendix 1 - Self-Assessment Form: Template for employee self-evaluation

7. Appendix 2 - Performance Improvement Plan Template: Standard format for documenting performance improvement plans

8. Appendix 3 - Appeal Form: Standard format for submitting evaluation appeals

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 | Serial Founder & Legal AI Author

Jurisdiction

Philippines

Cost

Free to use
Relevant legal definitions













































Clauses






























Relevant Industries

Banking and Financial Services

Information Technology

Manufacturing

Healthcare

Education

Retail

Professional Services

Government and Public Sector

Telecommunications

Business Process Outsourcing

Construction

Hospitality

Energy and Utilities

Transportation and Logistics

Non-Profit Organizations

Relevant Teams

Human Resources

Legal

Compliance

Employee Relations

Training and Development

Talent Management

Performance Management

Operations

Management

Administration

Relevant Roles

Human Resources Director

HR Manager

Performance Management Specialist

Compensation and Benefits Manager

Training and Development Manager

Department Head

Line Manager

Team Leader

Supervisor

HR Business Partner

Chief Human Resources Officer

Employee Relations Manager

Talent Management Specialist

HR Compliance Officer

Organization Development Manager

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks, 聽Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination, 聽Severance Pay, Governing Law, Entire Agreemen

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