Your data doesn't train Genie's AI
You keep IP ownership of your information
1. Employee Information: Basic details including employee name, employee ID, position, department, period under review, and immediate supervisor details
2. Performance Rating Scale: Explanation of the rating system used (typically 1-5 scale) with clear definitions for each rating level
3. Technical Competencies Assessment: Evaluation of core accounting skills including financial reporting, taxation, auditing, and compliance responsibilities
4. Behavioral Competencies Assessment: Assessment of soft skills including communication, teamwork, problem-solving, and professional conduct
5. Key Performance Indicators (KPIs): Measurement of specific, quantifiable performance targets and achievements
6. Professional Development: Review of continuing professional development activities and maintenance of professional certifications
7. Overall Performance Summary: Consolidated performance rating and general comments on overall performance
8. Action Plan: Specific goals and development plans for the next review period
9. Sign-off Section: Space for signatures of employee, supervisor, and HR representative, including date and comments
1. Specialized Technical Skills: Additional section for evaluating expertise in specific areas like forensic accounting, management accounting, or specialized software - used when role requires specific technical focus
2. Client Satisfaction Metrics: For accountants dealing directly with clients - includes feedback and relationship management assessment
3. Leadership and Management: For senior accountants or those in supervisory roles - evaluates team management and leadership capabilities
4. Project Management: For accountants involved in special projects or implementations - assesses project handling skills
5. Innovation and Process Improvement: Optional section for evaluating contributions to improving accounting processes and systems
6. Risk Management: For roles with significant risk management responsibilities - evaluates risk assessment and mitigation capabilities
1. Schedule A: Detailed Performance Metrics: Comprehensive list of performance indicators with weightings and calculation methods
2. Schedule B: Competency Framework: Detailed description of required competencies and proficiency levels for the role
3. Schedule C: Training Record: Record of completed training and professional development activities during the review period
4. Appendix 1: Self-Assessment Form: Employee's self-evaluation form to be completed prior to the appraisal meeting
5. Appendix 2: Performance Improvement Plan Template: Standard template for documenting specific improvement actions when needed
6. Appendix 3: SAICA Competency Framework Reference: Reference guide aligning performance criteria with SAICA professional standards
Financial Services
Professional Services
Manufacturing
Retail
Mining
Technology
Healthcare
Education
Public Sector
Non-Profit Organizations
Construction
Energy
Telecommunications
Finance
Accounting
Financial Planning & Analysis
Treasury
Tax
Audit
Financial Control
Financial Reporting
Compliance
Accounts Payable
Accounts Receivable
General Ledger
Financial Systems
Human Resources
Accountant
Senior Accountant
Financial Manager
Financial Controller
Management Accountant
Cost Accountant
Tax Accountant
Project Accountant
Financial Analyst
Audit Manager
Treasury Accountant
Systems Accountant
Compliance Accountant
Graduate Accountant
Assistant Accountant
Find the exact document you need
Staff Appraisal Policy
A South African law-compliant policy document establishing procedures and guidelines for conducting employee performance appraisals and managing performance outcomes.
Easy Employee Evaluation Form
A simplified employee evaluation template compliant with South African labor laws, designed for straightforward performance assessment and documentation.
Employee Self Appraisal
A South African law-compliant employee self-appraisal document for structured performance evaluation and professional development planning.
Appraisal Review Form
A South African law-compliant performance evaluation form for structured employee assessment and development planning.
360 Degree Evaluation
South African-compliant agreement establishing framework for 360-degree performance evaluations, including feedback collection and data protection protocols.
Employer Evaluation
A South African law-compliant document for structured employee performance evaluation and assessment.
Standard Performance Evaluation Form
A standardized employee performance evaluation template compliant with South African labor laws, designed for systematic assessment of employee performance and development planning.
Employee Customer Service Performance Review
A South African law-compliant performance review document for evaluating customer service employees' performance, incorporating service metrics and behavioral assessments.
Senior Management Performance Review
A South African law-compliant performance review template for evaluating senior management performance, incorporating local corporate governance principles and labor regulations.
Performance Management Form
A South African law-compliant performance management form for structured employee evaluation and development planning.
90 Day Performance Review
A South African law-compliant 90-day performance evaluation document that assesses employee performance, sets objectives, and documents development needs.
Hourly Performance Review
A South African law-compliant performance review template for evaluating hourly employees' work performance, attendance, and productivity.
Appraisal Form For Managers
A South African law-compliant managerial performance evaluation form for structured assessment of management staff performance and development needs.
Performance Review Form For Managers
A South African law-compliant performance evaluation form for assessing managerial capabilities and setting development goals.
Technician Performance Evaluation Form
A South African law-compliant performance evaluation form for assessing technical professionals' competencies, safety compliance, and work quality.
Performance Review Policy
A policy document outlining employee performance review procedures in compliance with South African labor laws and regulations.
Modern Performance Review
A South African law-compliant performance review document that facilitates structured employee evaluation and development planning while ensuring fair assessment practices.
Manager Performance Review
A South African law-compliant document for structured evaluation of management performance, incorporating both performance metrics and development planning.
60 Day Performance Review
A South African compliant 60-day employee performance evaluation template that enables structured assessment and development planning in accordance with local labor laws.
180 Degree Performance Appraisal Form
A South African-compliant performance evaluation document combining self-assessment and supervisor feedback for comprehensive employee performance review.
Performance Appraisal Form For Production Workers
A South African law-compliant performance appraisal form for evaluating production workers' job performance, safety compliance, and skill development.
Veterinary Performance Review
A South African-compliant performance review template for evaluating veterinary professionals' clinical and professional competencies.
Appraisal Policy
A South African law-compliant policy document establishing procedures and guidelines for conducting employee performance appraisals.
Hospitality Performance Review
A South African law-compliant performance review template for hospitality sector employees, incorporating industry-specific evaluation criteria and development planning.
Performance Appraisal Project Questionnaire
A South African law-compliant project-specific performance evaluation questionnaire designed to assess employee contributions and competencies within project-based work environments.
Mid Year Review Form
A South African-compliant mid-year employee performance evaluation document that enables structured assessment and feedback in line with local labor laws.
Manager Self Evaluation Form
A South African law-compliant self-evaluation form for managers to assess their performance and plan professional development.
Employee Evaluation Plan
A South African law-compliant framework document establishing procedures and criteria for systematic employee performance evaluation and assessment.
Office Manager Performance Review
A South African law-compliant performance review template for evaluating Office Manager roles, aligned with local labour regulations and best practices.
Employee Feedback Report
A formal performance evaluation document compliant with South African labor laws that records employee performance assessment, achievements, and development areas.
9 Box Performance Review
A comprehensive framework for conducting 9 Box Performance Reviews in South African organizations, aligned with local labor laws and employment practices.
Healthcare Performance Review
A South African healthcare performance review framework that establishes evaluation criteria and processes for healthcare professionals while ensuring compliance with local healthcare and labor regulations.
Appraisal Meeting
A South African compliant document that formally records performance appraisal meetings, outcomes, and agreed-upon objectives between employees and managers.
General Manager Performance Review
A South African law-compliant performance review template for evaluating General Manager effectiveness, goal achievement, and development needs.
Chef Performance Review
A South African law-compliant performance review template for evaluating professional chefs' culinary skills, management abilities, and operational performance.
Annual Staff Appraisal
A South African law-compliant template for conducting and documenting annual employee performance evaluations and development planning.
Employee Performance Review Form
A South African law-compliant document for structured employee performance evaluation and documentation of performance discussions.
Warehouse Employee Performance Review
A South African law-compliant performance review template for warehouse employees, incorporating key operational metrics and safety compliance assessments.
Values Based Performance Review
A South African law-compliant document for conducting performance reviews based on organizational values and objectives, aligned with local labor legislation.
Talent Evaluation
A South African-compliant agreement establishing framework for formal talent evaluation processes, aligned with local labor and privacy laws.
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it