The Appraisal Form For Managers is a critical human resources document used in South African organizations to evaluate and document managerial performance in accordance with local labor laws and regulations. This document is typically implemented during annual or bi-annual performance reviews, serving as an official record of management evaluation while ensuring compliance with the Labour Relations Act and Employment Equity Act. The form encompasses various aspects of managerial performance, including leadership capabilities, operational effectiveness, team management, and strategic contribution to organizational goals. It provides a structured framework for fair and objective assessment while supporting career development and succession planning processes. The document is designed to protect both employer and employee interests by maintaining transparent evaluation standards and documented feedback processes.
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1. Employee Information: Basic details including employee name, ID number, position, department, period under review, and length of service
2. Performance Objectives: Key performance areas (KPAs) and specific objectives set for the review period
3. Performance Rating Scale: Explanation of the rating system used (typically 1-5 scale with detailed descriptions of each level)
4. Core Competencies Assessment: Evaluation of fundamental management competencies including leadership, decision-making, and team management
5. Achievement Review: Detailed assessment of performance against set objectives with supporting evidence
6. Development Needs: Identification of areas requiring improvement and specific development actions
7. Future Objectives: Setting of new objectives and targets for the next review period
8. Overall Performance Rating: Summary evaluation combining all assessment elements
9. Comments and Acknowledgment: Space for both manager and employee comments, and signatures confirming discussion
1. 360-Degree Feedback Summary: Summary of feedback from peers, subordinates, and other stakeholders - used when organization implements 360-degree feedback
2. Project-Specific Performance: Detailed evaluation of specific project outcomes - included for project-based roles
3. Financial Performance Metrics: Assessment of budget management and financial targets - relevant for roles with financial responsibility
4. Health and Safety Compliance: Evaluation of adherence to health and safety protocols - essential for industries with significant safety requirements
5. Innovation and Improvement Initiatives: Assessment of contributions to organizational improvement - relevant for organizations focusing on innovation
6. Client/Stakeholder Feedback: Summary of external stakeholder feedback - included for customer-facing roles
1. Schedule A: Competency Framework: Detailed description of each management competency and behavioral indicators
2. Schedule B: Rating Scale Guide: Comprehensive guide explaining performance ratings with examples
3. Schedule C: Development Resources: List of available training programs, mentoring opportunities, and development resources
4. Schedule D: Performance Improvement Plan Template: Template for documenting specific actions for performance improvement
5. Appendix 1: Goal Setting Guidelines: Guidelines for setting SMART objectives and performance targets
6. Appendix 2: Evidence Requirements: Guide on types of evidence required to support performance ratings
Authors
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Manufacturing
Retail
Technology
Healthcare
Mining
Education
Telecommunications
Professional Services
Construction
Hospitality
Public Sector
Energy
Agriculture
Transportation
Relevant Teams
Human Resources
Operations
Finance
Legal
Information Technology
Sales
Marketing
Production
Quality Assurance
Research and Development
Customer Service
Administration
Supply Chain
Project Management Office
Training and Development
Relevant Roles
Department Manager
Regional Manager
Branch Manager
Team Leader
Operations Manager
Project Manager
Senior Manager
Division Head
Unit Manager
Functional Manager
Area Manager
Production Manager
Sales Manager
HR Manager
Financial Manager
Technical Manager
Service Delivery Manager
Quality Assurance Manager
Marketing Manager
Facilities Manager
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