The Personal Performance Review document serves as a formal instrument for evaluating employee performance and development in compliance with Philippine labor laws and regulations. It is typically used during annual, semi-annual, or quarterly performance evaluations to assess employee achievements, identify areas for improvement, and document development plans. The document incorporates requirements from the Labor Code of the Philippines, DOLE guidelines, and data privacy regulations, making it suitable for organizations operating in the Philippines. It provides a structured framework for fair performance evaluation, goal setting, and career development planning, while ensuring proper documentation for HR purposes and legal compliance. The document is designed to facilitate constructive dialogue between employees and supervisors, supporting objective assessment and professional growth planning.
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1. Employee Information: Basic details including employee name, position, department, employee ID, review period, and date of review
2. Performance Rating Scale: Explanation of the rating system used (typically 1-5 scale) with clear definitions for each rating level
3. Key Performance Indicators (KPIs): Assessment of performance against pre-established KPIs and targets
4. Core Competencies Evaluation: Assessment of essential skills and behaviors required for the role
5. Achievement Summary: Overview of key accomplishments during the review period
6. Areas for Improvement: Identification of specific areas where development is needed
7. Development Plan: Specific actions and timeline for addressing development needs
8. Employee Comments: Space for employee feedback and comments on the review
9. Acknowledgment and Signatures: Formal acknowledgment of the review by employee and evaluator(s)
1. 360-Degree Feedback Summary: Include when feedback from multiple stakeholders (peers, subordinates, other departments) is part of the review process
2. Project-Specific Evaluation: Include for employees who work primarily on projects rather than ongoing operational tasks
3. Technical Skills Assessment: Include for roles requiring specific technical competencies
4. Leadership Competency Evaluation: Include for management positions or employees being groomed for leadership roles
5. Sales/Revenue Performance: Include for sales positions or roles with direct revenue responsibility
6. Innovation and Initiatives: Include when evaluating employees' contributions to company innovation and improvement
7. Compliance and Risk Management: Include for roles with significant compliance or risk management responsibilities
1. Schedule A - Performance Metrics Detail: Detailed breakdown of performance metrics, calculations, and supporting data
2. Schedule B - Job Description: Current job description against which performance is evaluated
3. Schedule C - Previous Review Summary: Summary of previous performance review for progress tracking
4. Schedule D - Training Record: Record of training and development activities completed during the review period
5. Schedule E - Performance Improvement Plan (if applicable): Detailed plan for addressing performance gaps, including specific targets and timelines
Authors
Relevant legal definitions
Clauses
Relevant Industries
Banking and Financial Services
Information Technology
Manufacturing
Retail
Healthcare
Education
Professional Services
Telecommunications
Government and Public Sector
Business Process Outsourcing
Construction
Energy and Utilities
Hospitality and Tourism
Non-Profit Organizations
Agriculture and Food Processing
Relevant Teams
Human Resources
Operations
Sales
Marketing
Finance
Information Technology
Customer Service
Research and Development
Quality Assurance
Production
Administrative Services
Business Development
Legal
Supply Chain
Project Management Office
Relevant Roles
Chief Executive Officer
Department Manager
Team Leader
Human Resources Director
HR Manager
HR Specialist
Operations Manager
Sales Representative
Customer Service Representative
Software Developer
Project Manager
Financial Analyst
Marketing Executive
Administrative Assistant
Production Supervisor
Quality Assurance Specialist
Research Analyst
Business Development Manager
Account Executive
Technical Support Specialist
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