Work Performance Evaluations are formal documents used to assess and document employee performance in accordance with United States employment laws and organizational policies. These evaluations typically occur on a regular schedule (annually, semi-annually, or quarterly) and serve multiple purposes: documenting job performance, setting goals, identifying areas for improvement, and supporting personnel decisions. The document must comply with federal regulations including Title VII of the Civil Rights Act, ADA, ADEA, and state-specific employment laws. It creates a formal record of performance discussions, helps maintain consistency in evaluation processes, and provides legal protection for both employers and employees when properly executed. The evaluation should be objective, facts-based, and free from discriminatory bias, while providing clear feedback and actionable development plans.
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1. Employee Information: Basic details including employee name, ID, position, department, and evaluation period
2. Evaluator Information: Name and position of the person conducting the evaluation
3. Performance Metrics Overview: Explanation of rating scale and evaluation criteria used
4. Core Competencies Assessment: Evaluation of fundamental job skills and behaviors expected across all roles
5. Job-Specific Performance Evaluation: Assessment of performance in role-specific duties and responsibilities
6. Goals Review: Assessment of progress on previously set goals
7. Future Goals and Development Plan: New goals and development objectives for the next period
8. Overall Performance Rating: Summary rating based on all evaluation components
9. Comments and Feedback: Space for both evaluator and employee comments
10. Acknowledgment and Signatures: Dated signatures from both evaluator and employee confirming review completion
1. Peer Review Input: Include when 360-degree feedback is part of the evaluation process
2. Project-Specific Evaluation: Include for employees who worked on significant projects during the evaluation period
3. Leadership Assessment: Include for employees in management or leadership positions
4. Client/Customer Feedback: Include for customer-facing roles or when relevant feedback is available
5. Performance Improvement Plan: Include when employee performance falls below expected standards
6. Compensation Review: Include when evaluation is tied to compensation decisions
7. Remote Work Performance: Include for employees working remotely or in hybrid arrangements
1. Performance Rating Scale Guide: Detailed explanation of rating criteria and scoring methodology
2. Core Competencies Framework: Detailed breakdown of core competencies and their indicators
3. Job-Specific Performance Metrics: Detailed metrics and KPIs specific to the employee's role
4. Development Resources: List of available training and development opportunities
5. Previous Evaluation Summary: Summary of past performance reviews for reference
6. Goal Setting Template: Template for documenting SMART goals and development objectives
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