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1. Parties: Identification of the employer organization and scope of employees covered by the plan
2. Background: Context of the performance evaluation system and its alignment with organizational objectives
3. Definitions: Clear definitions of key terms used throughout the document including performance metrics, rating scales, and evaluation periods
4. Purpose and Objectives: Statement of the plan's goals and intended outcomes
5. Evaluation Cycle: Timing and frequency of performance evaluations, including regular reviews and annual assessments
6. Performance Criteria: Core competencies, KPIs, and behavioral indicators used for evaluation
7. Evaluation Process: Step-by-step procedure for conducting performance evaluations
8. Roles and Responsibilities: Duties of evaluators, employees, HR department, and other stakeholders
9. Rating System: Description of the performance rating scale and scoring methodology
10. Documentation Requirements: Required forms, evidence, and documentation procedures
11. Review and Appeal Process: Procedures for employees to review and appeal evaluation results
12. Confidentiality: Guidelines for handling and storing performance evaluation data
13. Implementation and Training: Process for implementing the plan and training requirements for evaluators
1. Performance Improvement Plans: Procedures for addressing underperformance, used when organization wants to formalize improvement processes
2. Remote Work Evaluation: Specific criteria and procedures for evaluating remote workers, needed for organizations with remote workforce
3. Rewards and Recognition: Link between performance evaluation and reward systems, included when evaluation ties directly to compensation
4. Cultural Sensitivity Guidelines: Special considerations for multinational organizations or diverse workforces
5. Probationary Period Evaluations: Special provisions for evaluating new employees during probation period
6. Project-Based Evaluations: Additional criteria for project-based roles or matrix organizations
1. Schedule A - Performance Evaluation Form: Standard template for documenting performance evaluations
2. Schedule B - Competency Framework: Detailed description of core competencies and their measurement criteria
3. Schedule C - KPI Matrix: List of Key Performance Indicators by role or department
4. Schedule D - Rating Scale Guide: Detailed explanations and examples for each rating level
5. Schedule E - Timeline Template: Annual calendar of evaluation activities and deadlines
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: Template for submitting evaluation appeals
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