ORGANISATIONAL DETAILS

Name of Clients :

Address :

Contact Person :

Phone no. :

Designation :

Fax no. :

Type of Business :
Type of Product :
Form of entity : MNC [ ]

JV [ ]

PVT. Ltd. [ ]

PUB. Ltd. [ ]

Any Other [ ]

Established in :
Sales Turnover :
Outlets :

Changes of ownership since inception :

Management organisation structure : Flat [ ]

Pyramidal [ ]

Matrix [ ]

Other [ ]

Please specify .....................

How many levels (please enclose organisational chart)?

Does the chart show the status - Authority and nature of relationships?
Employees turnover :
No. of employees:
Management Staff and labourSupervisory [
] Staff [
Organisational Head :

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Date:

] Clerical [

] Labour [

] Any other [

]
Designation :

PERFORMANCE APPRAISAL
Please put a on the appropriate answer
Philosophy
1. What is the philosophy behind performance appraisal?
Contents
2. What are the kinds of appraisals undertaken?
Confirmation
Annual/ Regular
Any other
Process
3. Frequency of the appraisal

Remarks

Y/N
Y/N
Y/N

Confirmation:

___ mths after joining

Annual/ Regular:

___mths after confirmation

4.

Is the timing for PA same for all employee levels?

Y/N

5.

Is there a standard form format used for performance appraisal?

Y/N

6.

What is the time period for submitting the PA form?

7.
8.

Is there an annual appraisal budget in terms of:

Cost to company
No./ percentage of employees who may be promoted
Is there a rating scale used?

9.

What kind of rating scale is used?

10. Who is the final deciding authority for PA outcomes?

Superior

Reviewer

Functional head

HRD

Mgmt. Committee

CEO

Any other
Feedback
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Date:

Y/N
Y/N

Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N

10. Is the appraisal shared with the appraisee?

Y/N

11. If yes, then when is it shared

At first discussion

After review by the superiors superior

After entire appraisal is completed & outcome decided

12.Is there a system for appeal? (incase the employee is not satisfied with the PA results)

Y/N
Y/N
Y/N
Y/N

13. If yes, who does the employee appeal to?

Linkage
14. Are increments performance linked?

Y/N

15. Is there a linkage with other HR systems?

Recruitment and Selection

Human Resource Development

Career Planning and Development

Compensation Programs

Internal Employee relations

Assessment of employee potential

Training and Development

Any other

Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N

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FEEDBACK AND COUNSELLING SESSIONS

Please put a on the appropriate answer
Philosophy
1. Why do you think such sessions are necessary? (philosophy behind such sessions)

Remarks

Process
2. What is the frequency?
3. What is the duration?
4. Are such sessions done for all employees ?

Y/ N

5. Who takes these sessions?

6. Is there a written record for these sessions?

Y/ N

7. Is this session based on the performance appraisal or is it a part of it?

Y/ N

8. Are the questions asked in the session focussed on personal life issues also?

Y/ N

1)Are the sessions formal or imformal?

2)How qualified is the counseller to counsell?

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SERVICE AND WORKING CONDITIONS

Please put a on the appropriate answer
Remarks:
1.

Are there flexible timings?

Y/N

2.

3.

Is there a monitoring system?

Punch cards
Registers
Any other
Is there a limit on number of working days?

Y/N
Y/N
Y/N
Y/N

4.

Is there a limit on number of weekly offs?

Y/N

Shift System:
1. Is there a shift system?

Y/N

2.

Y/N

Does the shift system apply to all levels?

3. Are the shifts rotated?

Weekly
Monthly

Y/N
Y/N

Time periods:
1. Is there a probation period?

Y/N

2.

Y/N

Is there a normal notice period given by the employee on resignation?

Holidays & Working hours:

1. Is there compensation for working on declared holidays?
Monetary
Compensatory off
Any other
2. Is overtime rewarded?

Travel:
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Date:

Y/N
Y/N
Y/N
Y/N

1.

Is reimbursement given for official travel (local) ?

2. If yes, is it on Actuals
Limit controlled
Any other
3. If limit controlled, is it according to position?
4.

Y/N
Y/N
Y/N
Y/N
Y/N

What is the frequency of outstation travel?

5. What is the mode of travel?

Road
Rail
Air
6. Is there a provision for outstation accommodation?

Y/N
Y/N
Y/N
Y/N

7.

Y/N

Is it same for all levels?

Transfer:
1. Is there any basis of transfer?
Promotions
Vacancy
Any other

Y/N
Y/N
Y/N

Incentive Schemes:
1. Is there an incentive scheme followed?

Y/N

2.

In what form are the incentives given?

Cash
Merit certificates
Increments
Vacation entitlements
Credit in Corporate report
Stock option
Any other

Cafeteria Facility:
1. Is it a self service system?
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Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N

Y/N

2.

Is there a limit to the number of tea/ coffee servings?

Y/N

3.

Is there a provision for free or subzidized meals?

Y/N

4.

Are meals provided for employees working late?

Y/N

5.

Is there a segregation depending on levels?

Y/N

Welfare and recreation

1. Are any informal get togethers organised for the employee?

Y/N

2.

Are there any Annual days? (sports day, picnics etc.)

Y/N

3.

Does the company have long service awards?

Y/N

4.

Are there any welfare schemes?

Y/N

5.

Is there an in-house Medical facility?

Y/N

Dress code:
1. Does the company provide any uniforms?

Y/N

Leave rules:
1. Type of leave:
No. of days:

Earned

Casual

Sick

Leave accumulation, if any

Any other
2. Is there a system of leave encashment?

Y/N

3.

Is there a provision of leave without pay?

Y/N

4.

Do employees
1) accumulate leave or
2) avail leave

Y/N
Y/N

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Date:

Prepared by:
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