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Performance Appraisal Evaluation Form for Hong Kong

Performance Appraisal Evaluation Form Template for Hong Kong

This Performance Appraisal Evaluation Form is a comprehensive document designed to comply with Hong Kong employment laws and regulations, including the Employment Ordinance and various anti-discrimination ordinances. It provides a structured framework for evaluating employee performance, setting objectives, and documenting professional development plans. The form encompasses both quantitative and qualitative assessment criteria, ensuring a fair and transparent evaluation process while maintaining compliance with Hong Kong's Personal Data (Privacy) Ordinance regarding the handling of employee information.

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What is a Performance Appraisal Evaluation Form?

The Performance Appraisal Evaluation Form is an essential HR document used in Hong Kong workplaces to facilitate formal performance reviews and employee development discussions. This document is typically used during annual, semi-annual, or quarterly performance reviews, depending on the organization's policies. It complies with Hong Kong employment legislation, including the Employment Ordinance (Cap. 57) and the Personal Data (Privacy) Ordinance (Cap. 486). The form captures crucial information about employee performance, including achievement of objectives, competency assessments, development needs, and future goals. It serves as an official record of performance discussions and forms the basis for employment decisions such as promotions, compensation adjustments, and development opportunities.

What sections should be included in a Performance Appraisal Evaluation Form?

1. Employee Information: Basic details including employee name, position, department, employee ID, review period, and date of evaluation

2. Performance Rating Scale: Clear explanation of the rating system used (e.g., 1-5 scale, with detailed descriptions of what each rating level means)

3. Core Competencies Evaluation: Assessment of fundamental skills and behaviors required for the role, including ratings and specific examples

4. Job-Specific Performance Metrics: Evaluation of key performance indicators (KPIs) and job-specific goals set for the review period

5. Achievement of Objectives: Review of specific goals and objectives set during the previous review period and their completion status

6. Overall Performance Summary: Comprehensive summary of the employee's performance, including strengths and areas for improvement

7. Employee Self-Assessment: Section for employee to provide their own assessment of their performance and achievements

8. Future Goals and Objectives: Setting of new goals and objectives for the next review period

9. Development Plan: Identified areas for professional development and specific action plans

10. Acknowledgment and Signatures: Space for both evaluator and employee signatures, dates, and any comments

What sections are optional to include in a Performance Appraisal Evaluation Form?

1. Peer Review Input: Optional section for incorporating feedback from colleagues and team members, useful for roles requiring significant collaboration

2. Client/Customer Feedback: For customer-facing roles, includes relevant feedback from external stakeholders

3. Project-Specific Evaluation: For project-based roles, detailed assessment of project management and delivery

4. Leadership Assessment: For management positions, evaluation of leadership capabilities and team management

5. Technical Skills Assessment: Detailed evaluation of specific technical skills relevant to specialized roles

6. Remote Work Performance: Assessment of effectiveness in remote working arrangements, if applicable

7. Cross-Cultural Competency: For roles requiring international interaction, assessment of cross-cultural communication and awareness

What schedules should be included in a Performance Appraisal Evaluation Form?

1. Performance Rating Criteria Guide: Detailed descriptions of performance levels and rating criteria for each competency

2. KPI Measurement Matrix: Specific metrics and calculations used for measuring quantitative performance indicators

3. Development Resources: List of available training programs, courses, and development opportunities

4. Competency Framework: Detailed breakdown of required competencies for the specific role and level

5. Previous Period Goals: Record of goals and objectives from the previous review period

6. Performance Improvement Plan Template: Standard template for documenting specific improvement needs and action plans if required

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

Jurisdiction

Hong Kong

Publisher

Genie AI

Cost

Free to use

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