Document Control
| Field | Value |
|---|---|
| Document Title | Performance Review SOP |
| Document Owner | Human Resources |
| Version | 1.0 |
| Effective Date | {{effective_date}} |
| Review Cycle | Annual |
| Classification | Internal Use |
Purpose & Scope
Run a consistent, fair and calibrated performance review process that informs development, rewards and talent decisions.
Procedure
| Step | Owner | Action | SLA |
|---|---|---|---|
| 1 | HR | Publish cycle calendar and training | Cycle -6 weeks |
| 2 | Employee | Complete self-assessment | Cycle -3 weeks |
| 3 | Peers | Submit peer feedback (where applicable) | Cycle -2 weeks |
| 4 | Manager | Draft review and proposed ratings | Cycle -1 week |
| 5 | Managers + HR | Calibration sessions | Cycle week |
| 6 | Manager + Employee | Review conversation and goal setting | Cycle +1 week |
| 7 | HR | Cycle close, analytics and outliers review | Cycle +2 weeks |
Calibration Principles
- Evidence-based discussion
- Distribution sanity-check (not forced)
- Bias-awareness facilitator in every session
- Documented rationale for changes
Scoring Rubric (1 = Needs Improvement · 5 = Outstanding)
| Criterion | Rating | Evidence / Comments |
|---|---|---|
| Results vs. Goals | 1 2 3 4 5 | |
| Behaviours vs. Values | 1 2 3 4 5 | |
| Impact on Team | 1 2 3 4 5 | |
| Leadership / Influence | 1 2 3 4 5 | |
| Growth Trajectory | 1 2 3 4 5 |
Roles & Responsibilities
| Role | Responsibility |
|---|---|
| Employee | Comply with the policy and complete required forms accurately. |
| Line Manager | Review, approve and document decisions in line with this policy. |
| HR Business Partner | Provide guidance, monitor adherence and maintain records. |
| Department Head | Ensure department-level compliance and resourcing. |
Review Workflow
| Stage | Owner | SLA |
|---|---|---|
| Submission | Employee | Day 0 |
| Manager Review | Line Manager | 2 business days |
| HR Review | HR Business Partner | 3 business days |
| Final Decision | Department Head | 5 business days |
| Communication | HR | Within 1 business day of decision |
Notes
Use this space to capture additional context, attachments referenced, or any deviations from standard process. All notes form part of the official record.
Confidentiality & Data Protection
All personal data captured under this document is processed in accordance with {{company_name}}'s Data Protection & Privacy Policy and applicable data-protection legislation (including GDPR/UK GDPR where relevant). Records are retained for {{retention_period}} and accessed only on a need-to-know basis.
Signatures
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