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Annual Review for Hong Kong

Annual Review Template for Hong Kong

A formal document used in Hong Kong workplace settings to evaluate an employee's performance over the past year, set objectives for the coming period, and document development needs. The document complies with Hong Kong employment regulations and incorporates local business practices while providing a structured framework for performance assessment, career development planning, and potential compensation reviews. It serves as an official record of the employee's achievements, areas for improvement, and agreed-upon future goals, while ensuring compliance with Hong Kong's Employment Ordinance and Personal Data (Privacy) Ordinance.

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What is a Annual Review?

The Annual Review document is a critical tool in Hong Kong's corporate environment, designed to facilitate structured performance evaluations while adhering to local employment laws and regulations. It is typically used at the end of each financial or calendar year to assess employee performance, document achievements, identify areas for improvement, and set new objectives. The document incorporates elements required by Hong Kong's Employment Ordinance and considers local business customs and practices. It serves multiple purposes: providing formal documentation of performance discussions, supporting compensation decisions, identifying training needs, and creating a record of career development plans. The Annual Review is particularly important in Hong Kong's achievement-oriented business culture, where clear performance metrics and documented feedback are essential for career progression and employee development.

What sections should be included in a Annual Review?

1. Employee and Reviewer Information: Basic details including employee name, position, department, reviewer name(s), and review period

2. Review Summary: Overall performance rating and brief executive summary of the employee's performance during the review period

3. Performance Objectives Review: Assessment of achievement against previously set objectives and KPIs

4. Core Competencies Evaluation: Assessment of key competencies required for the role

5. Major Achievements: Significant accomplishments and contributions during the review period

6. Areas for Development: Identified areas where improvement is needed

7. Future Objectives: New objectives and targets for the upcoming review period

8. Training and Development Plan: Proposed training, development activities, and career progression plans

9. Employee Comments: Space for employee feedback and comments on the review

10. Acknowledgment and Signatures: Formal acknowledgment of the review by both parties with dates

What sections are optional to include in a Annual Review?

1. Salary Review: Details of any salary adjustments or bonus recommendations - include when compensation review is part of the annual review process

2. Project-Specific Performance: Detailed evaluation of specific project work - include for project-based roles

3. Leadership Assessment: Evaluation of leadership capabilities - include for management positions

4. Technical Skills Assessment: Detailed review of technical competencies - include for technical roles

5. Client/Stakeholder Feedback: Summary of feedback from key stakeholders - include for client-facing roles

6. Team Feedback: Compilation of peer reviews and 360-degree feedback - include when such feedback system exists

What schedules should be included in a Annual Review?

1. Performance Metrics Schedule: Detailed quantitative performance data and KPI achievements

2. Competency Framework: Company's competency framework used for the evaluation

3. Development Plan Detail: Detailed training and development plan with timeline and resources

4. Previous Review Summary: Summary of last review's objectives and achievements for comparison

5. Self-Assessment Form: Employee's self-evaluation form completed prior to the review

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Hong Kong

Publisher

Genie AI

Document Type

Evaluation Form

Cost

Free to use
Relevant legal definitions




















Clauses
















Relevant Industries

Financial Services

Technology

Manufacturing

Retail

Healthcare

Professional Services

Education

Construction

Hospitality

Telecommunications

Real Estate

Legal Services

Transportation

Energy

Media and Entertainment

Relevant Teams

Human Resources

Finance

Operations

Sales

Marketing

Information Technology

Legal

Research and Development

Customer Service

Product Development

Business Development

Quality Assurance

Administrative Services

Strategy and Planning

Risk Management

Relevant Roles

Chief Executive Officer

Managing Director

Department Head

Senior Manager

Project Manager

Account Manager

Software Developer

Financial Analyst

Human Resources Manager

Marketing Executive

Sales Representative

Administrative Assistant

Operations Manager

Research Analyst

Customer Service Representative

Technical Support Specialist

Legal Counsel

Product Manager

Business Development Manager

Quality Assurance Engineer

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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