The Work Performance Review document is essential for maintaining clear performance records and ensuring fair, consistent employee evaluation practices in accordance with U.S. employment laws. It is typically used during scheduled performance reviews (annual, semi-annual, or quarterly) to assess an employee's work quality, goal achievement, and professional development. The document includes quantitative and qualitative evaluations, sets future objectives, and documents both employer and employee perspectives. It serves multiple purposes: performance documentation, career development planning, risk management, and support for employment decisions. The review process must comply with federal regulations including Title VII of the Civil Rights Act, the Americans with Disabilities Act, and the Age Discrimination in Employment Act, as well as applicable state laws.
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1. Employee Information: Basic details including employee name, ID, position, department, and review period
2. Review Information: Details about the review type (annual/quarterly/mid-year), date, and reviewing manager
3. Performance Metrics: Key performance indicators and rating scale explanation
4. Core Competencies Assessment: Evaluation of fundamental job-related skills and behaviors
5. Goals Achievement: Assessment of progress on previously set goals and objectives
6. Overall Performance Rating: Summary evaluation score with justification
7. Future Goals and Objectives: Setting of new goals and performance expectations for the next review period
8. Development Plan: Identified areas for improvement and proposed action steps
9. Employee Comments: Space for employee feedback and responses to the evaluation
10. Acknowledgment: Signatures of employee, reviewer, and HR representative confirming review completion
1. Peer Feedback: Include when 360-degree feedback is part of the review process
2. Project-Specific Performance: Add for employees involved in significant projects during the review period
3. Customer/Client Feedback: Include for customer-facing roles or when relevant feedback is available
4. Technical Skills Assessment: Add for technical roles requiring specific skill evaluation
5. Leadership Competencies: Include for management positions or employees being groomed for leadership
6. Performance Improvement Plan: Add when specific performance issues need to be addressed
7. Compensation Review: Include when the performance review is tied to compensation decisions
1. Appendix A - Performance Rating Scale: Detailed explanation of the rating system and criteria for each level
2. Appendix B - Job Description: Current job description against which performance is measured
3. Appendix C - Previous Goals: Documentation of goals set in the last review period
4. Appendix D - Supporting Evidence: Relevant documentation, metrics, or examples supporting the evaluation
5. Appendix E - Training Record: Record of completed training and development activities during the review period
6. Appendix F - Incident Reports: Documentation of specific performance incidents (positive or negative) if applicable
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