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1. Parties: Identification of the employer and employee, including relevant department and reporting lines
2. Background: Context of the performance evaluation system and its role in the organization
3. Definitions: Clear definitions of key terms, performance metrics, and evaluation criteria
4. Purpose and Scope: Objectives of the performance evaluation system and its application
5. Evaluation Period: Frequency and timing of performance evaluations
6. Performance Metrics: Detailed description of quantitative and qualitative metrics used for evaluation
7. Evaluation Process: Step-by-step procedure for conducting performance evaluations
8. Documentation Requirements: Required documentation and record-keeping procedures
9. Review and Appeal Process: Procedures for employees to review and appeal evaluation results
10. Data Protection and Confidentiality: Measures for protecting personal data in compliance with GDPR
11. Implementation and Training: Guidelines for implementing the evaluation system and required training
1. Team Performance Metrics: Additional metrics for evaluating team-based sales performance, used when employees work in defined sales teams
2. International Sales Considerations: Specific provisions for evaluating international sales performance, applicable for roles involving cross-border sales
3. Commission Structure Integration: Link between performance evaluation and commission calculations, used when compensation includes variable components
4. Remote Work Considerations: Modified evaluation criteria for remote sales staff, applicable for virtual sales teams
5. Product-Specific Metrics: Specialized metrics for different product lines, used when sales staff handle multiple product categories
6. Customer Feedback Integration: Process for incorporating customer feedback into evaluations, optional for customer-facing roles
7. Digital Tools and Systems: Guidelines for using digital sales tools in performance tracking, relevant for organizations using specific sales technologies
1. Schedule A - Performance Metrics Calculation: Detailed formulas and methodologies for calculating each performance metric
2. Schedule B - Evaluation Forms: Standard templates for documenting performance evaluations
3. Schedule C - Sales Targets Framework: Framework for setting and adjusting sales targets
4. Schedule D - KPI Definitions: Comprehensive definitions and examples of all KPIs
5. Appendix 1 - Performance Review Timeline: Annual calendar of evaluation activities and deadlines
6. Appendix 2 - Documentation Checklist: Checklist of required documentation for each evaluation cycle
7. Appendix 3 - Appeal Process Flowchart: Visual representation of the appeal process steps
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