This document serves as a legally binding 60 Day Evaluation agreement designed for use in Canadian jurisdictions, providing organizations with a structured framework to assess potential permanent employees or contractors. It is particularly valuable when organizations need to evaluate technical competencies, cultural fit, or specific skill sets before making a long-term commitment. The agreement incorporates essential protections for both parties, including intellectual property rights, confidentiality obligations, and data protection requirements, while ensuring compliance with relevant federal and provincial employment standards. It can be customized for various industries and role types, making it suitable for both technical and non-technical positions across different organizational levels.
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1. Parties: Identifies the evaluating organization and the individual being evaluated
2. Background: Explains the context and purpose of the evaluation period
3. Definitions: Defines key terms used throughout the agreement
4. Term and Duration: Specifies the 60-day evaluation period and any conditions for early termination
5. Evaluation Criteria: Details the specific metrics and standards against which performance will be evaluated
6. Duties and Responsibilities: Outlines the specific roles, tasks, and expectations during the evaluation period
7. Compensation and Benefits: Details any payment, benefits, or reimbursements during the evaluation period
8. Confidentiality: Protects proprietary information shared during the evaluation period
9. Intellectual Property: Addresses ownership of work created during the evaluation period
10. Termination: Describes conditions and process for early termination
11. Data Protection: Ensures compliance with privacy laws and data handling requirements
12. Governing Law: Specifies applicable Canadian jurisdiction and laws
1. Non-Competition: Include when the evaluated person will have access to sensitive competitive information
2. Equipment and Resources: Include when specific company resources or equipment will be provided
3. Remote Work Provisions: Include when the evaluation period involves remote work arrangements
4. Travel Requirements: Include when the role requires travel during the evaluation period
5. Training Commitments: Include when specific training will be provided during evaluation
6. Performance Bonus: Include when offering performance-based incentives during evaluation
7. Extension Provisions: Include when there might be a need to extend the evaluation period
1. Schedule A - Evaluation Metrics: Detailed breakdown of performance indicators and success criteria
2. Schedule B - Compensation Details: Detailed breakdown of any compensation, benefits, and reimbursement policies
3. Schedule C - Position Description: Detailed description of the role and responsibilities
4. Appendix 1 - Company Policies: Relevant company policies applicable during the evaluation period
5. Appendix 2 - Confidential Information: Specific details about what constitutes confidential information
6. Appendix 3 - Required Equipment: List of any equipment or resources provided and terms of use
Authors
Relevant legal definitions
Clauses
Relevant Industries
Technology
Professional Services
Healthcare
Financial Services
Manufacturing
Retail
Education
Construction
Consulting
Research and Development
Media and Entertainment
Telecommunications
Relevant Teams
Human Resources
Legal
Finance
Information Technology
Operations
Research and Development
Sales
Marketing
Engineering
Product Development
Quality Assurance
Customer Service
Executive Leadership
Relevant Roles
Software Developer
Project Manager
Financial Analyst
Sales Executive
Research Scientist
Operations Manager
Human Resources Specialist
Marketing Director
Technical Architect
Business Analyst
Medical Professional
Legal Counsel
Department Head
Creative Director
Engineering Lead
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