Performance report (285, 286, 287, 288, 289, 290,-666)
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Keywords: Performance report
Total judgments found: 177
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Judgment 4795
137th Session, 2024
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his performance evaluation report for 2018.
Consideration 7
Extract:
[T]he Tribunal has already ruled, in relation to the objection procedure applicable to appraisals of other permanent employees of the Office, which shares these same features mutatis mutandis, that the fact that no staff representatives were included on the Appraisals Committee competent to review the appraisal reports of those other employees did not mean that the Committee’s composition was inadequate, and the fact that the Committee’s mandate was confined to determining whether such reports were arbitrary or discriminatory was legally admissible (see Judgments 4637, considerations 11 and 13, and 4257, consideration 13).
Reference(s)
ILOAT Judgment(s): 4257, 4637
Keywords:
advisory body; performance report; rating; staff representative;
Considerations 9-10
Extract:
As the Tribunal has repeatedly held in its case law, assessment of anemployee’s merits during a specified period involves a value judgement; for this reason, the Tribunal must recognise the discretionary authority of the bodies responsible for conducting such an assessment. Of course, it must ascertain whether the ratings given to the employee have been determined in full conformity with the rules, but it cannot substitute its own opinion for the assessment made by these bodies of the qualities, performance and conduct of the person concerned. The Tribunal will therefore intervene only if the staff report was drawn up without authority or in breach of a rule of form or procedure, if it was based on an error of law or fact, if a material fact was overlooked, if a plainly wrong conclusion was drawn from the facts, or if there was abuse of authority (see, for example, Judgments 4564, consideration 3, 4267, consideration 4, 3692, consideration 8, 3228, consideration 3, and 3062, consideration 3).
Among the various pleas entered by the complainant [...], there is one that is decisive for the outcome of this dispute, [...] since it relates to a material fact that was allegedly overlooked. This is the plea that the President of the Boards of Appeal refused to take account of the fact that the 50 per cent exemption from duties granted to the complainant as a full member of the CSC, pursuant to Article 3(2) of Circular No. 356 concerning the resources and facilities to be granted to the Staff Committee, was insufficient in the light of actual needs observed.
Reference(s)
ILOAT Judgment(s): 3062, 3228, 3692, 4267, 4564
Keywords:
discretion; judicial review; performance report; rating; staff representative;
Consideration 3
Extract:
[I]t must be noted from the outset that, although the complainant asks for the Communiqué to be set aside, the claim he presents to that end is irreceivable. Under the Tribunal’s settled case law, a general decision intended to serve as a basis for individual decisions – as is the case of the Communiqué at issue – cannot be impugned, save in exceptional cases, and its lawfulness may only be contested in the context of a challenge to the individual decisions that are taken on its basis (see, for example, Judgments 4734, consideration 4, 4572, consideration 3, 4278, consideration 2, 3736, consideration 3, and 3628, consideration 4).
Under that same case law, the complainant may, however, challenge the lawfulness of the aforementioned Communiqué 2/17 – as indeed he has done – in support of his claims for the impugned decision and the disputed performance evaluation report, which implement the guidelines contained in the Communiqué, to be set aside.
Reference(s)
ILOAT Judgment(s): 3628, 3736, 4278, 4572, 4734
Keywords:
claim; general decision; individual decision; performance report;
Consideration 7
Extract:
[A]lthough the complainant submits that the time limits prescribed by [...] Communiqué [2/17] for submitting comments on the opinion issued by the chairman of the Board and for lodging an objection to the performance evaluation report are unreasonably short, that is ten days in each case, the Tribunal considers that, while the periods are indeed brief, they are not so to a degree that would breach the principles of the right to effective appeal and the right to due process.
Keywords:
performance report; rating; right of appeal; time limit;
Consideration 15
Extract:
[T]his evaluation contained some disparaging comments about the complainant, [...] which were liable to harm his professional reputation and clearly offended him. Those comments therefore caused him moral injury.
Keywords:
moral injury; performance report;
Consideration 14
Extract:
The complainant asks that he be awarded the “average rating of ‘fulfils the requirements’” [...].
It is not for the Tribunal, whose role is not to supplant the administrative bodies responsible for staff appraisals within an international organisation, to determine the rating to be given to an employee in a performance evaluation report (see, for example, Judgments 4564, consideration 2, and 4258, considerations 2 and 3).
Reference(s)
ILOAT Judgment(s): 4258, 4564
Keywords:
performance report; rating; role of the tribunal;
Judgment keywords
Keywords:
complaint allowed; performance report; rating;
Judgment 4794
137th Session, 2024
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his appraisal report for 2016.
Judgment keywords
Keywords:
complaint dismissed; performance evaluation; performance report; rating;
Judgment 4793
137th Session, 2024
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his appraisal report for 2016.
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Consideration 5
Extract:
As the complainant challenges the impugned decision on procedural and substantive grounds, the Tribunal recalls the following statement which it made in Judgment 4564, considerations 2 and 3, concerning the limited power of review that it exercises in the matter of staff appraisals:
“It is not for the Tribunal, whose role is not to supplant the administrative authorities of an international organisation, to conduct an assessment of an employee’s merits instead of the competent reporting officer or the various supervisors and appeals bodies which may be called upon to revise that assessment. [...]
[A]ssessment of an employee’s merit during a specified period involves a value judgement; for this reason, the Tribunal must recognise the discretionary authority of the bodies responsible for conducting such an assessment. Of course, it must ascertain whether the ratings given to the employee have been determined in full conformity with the rules, but it cannot substitute its own opinion for the assessment made by these bodies of the qualities, performance and conduct of the person concerned. The Tribunal will therefore intervene only if the staff report was drawn up without authority or in breach of a rule of form or procedure, if it was based on an error of law or fact, if a material fact was overlooked, if a plainly wrong conclusion was drawn from the facts, or if there was abuse of authority.”
Reference(s)
ILOAT Judgment(s): 4564
Keywords:
judicial review; performance evaluation; performance report; rating; role of the tribunal;
Judgment 4792
137th Session, 2024
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his appraisal report for 2016.
Considerations 3 & 11
Extract:
As the complainant challenges the impugned decision on procedural and substantive grounds, the Tribunal recalls the following statement which it made in Judgment 4564, considerations 2 and 3, concerning the limited power of review that it exercises in the matter of staff appraisals:
“It is not for the Tribunal, whose role is not to supplant the administrative authorities of an international organisation, to conduct an assessment of an employee’s merits instead of the competent reporting officer or the various supervisors and appeals bodies which may be called upon to revise that assessment. [...]
[A]ssessment of an employee’s merit during a specified period involves a value judgement; for this reason, the Tribunal must recognise the discretionary authority of the bodies responsible for conducting such an assessment. Of course, it must ascertain whether the ratings given to the employee have been determined in full conformity with the rules, but it cannot substitute its own opinion for the assessment made by these bodies of the qualities, performance and conduct of the person concerned. The Tribunal will therefore intervene only if the staff report was drawn up without authority or in breach of a rule of form or procedure, if it was based on an error of law or fact, if a material fact was overlooked, if a plainly wrong conclusion was drawn from the facts, or if there was abuse of authority.”
[…]
Regarding the third plea, the complainant’s argument to the effect that his 2016 performance assessment was not thoroughly done and was “extremely thin” implicitly invites the Tribunal into the realm of technical considerations regarding appraisal assessments that are not within its purview […].
Reference(s)
ILOAT Judgment(s): 4564
Keywords:
judicial review; performance evaluation; performance report; rating; role of the tribunal;
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Judgment 4791
137th Session, 2024
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges her appraisal report for 2016.
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Considerations 4 & 8
Extract:
The complainant’s requests […] to declare her 2016 appraisal report null and void, and […] to declare the whole appraisal procedure null and void, including the appraisal report, are noted. The Tribunal simply observes that it may, if appropriate, set aside the contested appraisal report at the same time as the impugned decision and remit the matter to the EPO for review.
[…]
As the complainant challenges the impugned decision on procedural and substantive grounds, the Tribunal recalls the following statement which it made in Judgment 4564, considerations 2 and 3, concerning the limited power of review that it exercises in the matter of staff appraisals:
“It is not for the Tribunal, whose role is not to supplant the administrative authorities of an international organisation, to conduct an assessment of an employee’s merits instead of the competent reporting officer or the various supervisors and appeals bodies which may be called upon to revise that assessment. [...]
[A]ssessment of an employee’s merit during a specified period involves a value judgement; for this reason, the Tribunal must recognise the discretionary authority of the bodies responsible for conducting such an assessment. Of course, it must ascertain whether the ratings given to the employee have been determined in full conformity with the rules, but it cannot substitute its own opinion for the assessment made by these bodies of the qualities, performance and conduct of the person concerned. The Tribunal will therefore intervene only if the staff report was drawn up without authority or in breach of a rule of form or procedure, if it was based on an error of law or fact, if a material fact was overlooked, if a plainly wrong conclusion was drawn from the facts, or if there was abuse of authority.”
Reference(s)
ILOAT Judgment(s): 4564
Keywords:
judicial review; performance evaluation; performance report; rating; role of the tribunal;
Judgment 4790
137th Session, 2024
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his appraisal report for 2016.
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Considerations 2 & 7
Extract:
The complainant’s request in item (2) to order that his 2016 appraisal report be amended so that he receives an overall performance rating of “above the level required for the function” instead of “corresponding to the level required for the function” is rejected as irreceivable as it is not within the Tribunal’s power to change the overall assessment rating in an appraisal report (see, for example, Judgments 4720, consideration 4, 4719, consideration 7, 4718, consideration 7, and 4637, consideration 13).
[…]
As the complainant challenges the impugned decision on procedural and substantive grounds, the Tribunal recalls the following statement which it made in Judgment 4564, considerations 2 and 3, concerning the limited power of review that it exercises in the matter of staff appraisals:
“It is not for the Tribunal, whose role is not to supplant the administrative authorities of an international organisation, to conduct an assessment of an employee’s merits instead of the competent reporting officer or the various supervisors and appeals bodies which may be called upon to revise that assessment. [...]
[A]ssessment of an employee’s merit during a specified period involves a value judgement; for this reason, the Tribunal must recognise the discretionary authority of the bodies responsible for conducting such an assessment. Of course, it must ascertain whether the ratings given to the employee have been determined in full conformity with the rules, but it cannot substitute its own opinion for the assessment made by these bodies of the qualities, performance and conduct of the person concerned. The Tribunal will therefore intervene only if the staff report was drawn up without authority or in breach of a rule of form or procedure, if it was based on an error of law or fact, if a material fact was overlooked, if a plainly wrong conclusion was drawn from the facts, or if there was abuse of authority.”
Reference(s)
ILOAT Judgment(s): 4564, 4637, 4718, 4719, 4720
Keywords:
judicial review; performance evaluation; performance report; rating; role of the tribunal;
Judgment 4789
137th Session, 2024
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his appraisal report for 2016.
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Consideration 6
Extract:
As the complainant challenges the impugned decision on procedural and substantive grounds, the Tribunal recalls the following statement which it made in Judgment 4564, considerations 2 and 3, concerning the limited power of review that it exercises in the matter of staff appraisals:
“It is not for the Tribunal, whose role is not to supplant the administrative authorities of an international organisation, to conduct an assessment of an employee’s merits instead of the competent reporting officer or the various supervisors and appeals bodies which may be called upon to revise that assessment. [...]
[A]ssessment of an employee’s merit during a specified period involves a value judgement; for this reason, the Tribunal must recognise the discretionary authority of the bodies responsible for conducting such an assessment. Of course, it must ascertain whether the ratings given to the employee have been determined in full conformity with the rules, but it cannot substitute its own opinion for the assessment made by these bodies of the qualities, performance and conduct of the person concerned. The Tribunal will therefore intervene only if the staff report was drawn up without authority or in breach of a rule of form or procedure, if it was based on an error of law or fact, if a material fact was overlooked, if a plainly wrong conclusion was drawn from the facts, or if there was abuse of authority.”
Reference(s)
ILOAT Judgment(s): 4564
Keywords:
judicial review; performance evaluation; performance report; rating; role of the tribunal;
Judgment 4788
137th Session, 2024
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his appraisal report for 2016.
Considerations 4 & 7
Extract:
The complainant’s request for the orders stated in items (4), (5) and (7) are rejected as, in the main, they involve an impermissible determination by the Tribunal of what the appraisal should be. The Tribunal recalls its case law, stated, for example, in consideration 13 of Judgment 4637, referring to Judgment 4257, that its power to review appraisal reports is limited to considering, among other things, whether there was illegality in drawing up the contested report. It is not within the Tribunal’s power to change the overall assessment rating or to upgrade the evaluation of the functional and core competencies in an appraisal report (see also Judgments 4720, consideration 4, 4719, consideration 7, 4718, consideration 7). The Tribunal may, if necessary, set aside the contested appraisal report at the same time as the impugned decision and remit the matter to the EPO for review.
[…]
As the complainant challenges the impugned decision on procedural and substantive grounds, the Tribunal recalls the following statement which it made in Judgment 4564, considerations 2 and 3, concerning the limited power of review that it exercises in the matter of staff appraisals:
“It is not for the Tribunal, whose role is not to supplant the administrative authorities of an international organisation, to conduct an assessment of an employee’s merits instead of the competent reporting officer or the various supervisors and appeals bodies which may be called upon to revise that assessment. [...]
[A]ssessment of an employee’s merit during a specified period involves a value judgement; for this reason, the Tribunal must recognise the discretionary authority of the bodies responsible for conducting such an assessment. Of course, it must ascertain whether the ratings given to the employee have been determined in full conformity with the rules, but it cannot substitute its own opinion for the assessment made by these bodies of the qualities, performance and conduct of the person concerned. The Tribunal will therefore intervene only if the staff report was drawn up without authority or in breach of a rule of form or procedure, if it was based on an error of law or fact, if a material fact was overlooked, if a plainly wrong conclusion was drawn from the facts, or if there was abuse of authority.”
Reference(s)
ILOAT Judgment(s): 4257, 4564, 4718, 4719, 4720
Keywords:
judicial review; performance evaluation; performance report; rating; role of the tribunal;
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Judgment 4787
137th Session, 2024
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges her appraisal report for 2016.
Considerations 1, 5, 7 & 8
Extract:
The Tribunal rejects the complainant’s request for an order that the EPO issues a “flawless” appraisal report for 2016 so that she receives an overall performance rating of “above the level required for the function” rather than “corresponding to the level required for the function”. In the main, such request involves an impermissible determination by the Tribunal of what the appraisal should be. The Tribunal may, if appropriate, set aside the contested appraisal report at the same time as the impugned decision and remit the matter to the EPO for review.
[…]
As the complainant challenges the impugned decision on procedural and substantive grounds, the Tribunal recalls the following statement which it made in Judgment 4564, considerations 2 and 3, concerning the limited power of review that it exercises in the matter of staff appraisals:
“It is not for the Tribunal, whose role is not to supplant the administrative authorities of an international organisation, to conduct an assessment of an employee’s merits instead of the competent reporting officer or the various supervisors and appeals bodies which may be called upon to revise that assessment. [...]
[A]ssessment of an employee’s merit during a specified period involves a value judgement; for this reason, the Tribunal must recognise the discretionary authority of the bodies responsible for conducting such an assessment. Of course, it must ascertain whether the ratings given to the employee have been determined in full conformity with the rules, but it cannot substitute its own opinion for the assessment made by these bodies of the qualities, performance and conduct of the person concerned. The Tribunal will therefore intervene only if the staff report was drawn up without authority or in breach of a rule of form or procedure, if it was based on an error of law or fact, if a material fact was overlooked, if a plainly wrong conclusion was drawn from the facts, or if there was abuse of authority.”
[…]
[T]he well-established principle that appraisal reports are discretionary decisions that are subject to only limited review […]
[…]
[I]t is not within the Tribunal’s power to change the overall assessment rating in an appraisal report (see, for example, Judgments 4720, consideration 4, 4719, consideration 7, 4718, consideration 7, and 4637, consideration 13).
Reference(s)
ILOAT Judgment(s): 4564, 4637, 4718, 4719, 4720
Keywords:
judicial review; performance evaluation; performance report; rating; role of the tribunal;
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Judgment 4786
137th Session, 2024
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges her appraisal report for 2016.
Considerations 1 & 4
Extract:
The Tribunal rejects the complainant’s request for an order that the EPO issues a new “flawless” appraisal report for 2016. In the main, such request involves an impermissible determination by the Tribunal of what the appraisal should be. The Tribunal may, if appropriate, set aside the contested appraisal report at the same time as the impugned decision and remit the matter to the EPO for review.
[…]
The Tribunal recalls the following statement which it made in Judgment 4564, considerations 2 and 3, concerning the limited power of review that it exercises in the matter of staff appraisals:
“It is not for the Tribunal, whose role is not to supplant the administrative authorities of an international organisation, to conduct an assessment of an employee’s merits instead of the competent reporting officer or the various supervisors and appeals bodies which may be called upon to revise that assessment. [...]
[A]ssessment of an employee’s merit during a specified period involves a value judgement; for this reason, the Tribunal must recognise the discretionary authority of the bodies responsible for conducting such an assessment. Of course, it must ascertain whether the ratings given to the employee have been determined in full conformity with the rules, but it cannot substitute its own opinion for the assessment made by these bodies of the qualities, performance and conduct of the person concerned. The Tribunal will therefore intervene only if the staff report was drawn up without authority or in breach of a rule of form or procedure, if it was based on an error of law or fact, if a material fact was overlooked, if a plainly wrong conclusion was drawn from the facts, or if there was abuse of authority.”
Reference(s)
ILOAT Judgment(s): 4564
Keywords:
judicial review; performance evaluation; performance report; rating; role of the tribunal;
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Judgment 4731
136th Session, 2023
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges her staff report for the period 2008-2009.
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Judgment 4726
136th Session, 2023
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his appraisal report for 2015.
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Judgment 4725
136th Session, 2023
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his appraisal report for 2015.
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Judgment 4724
136th Session, 2023
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges her appraisal report for 2015.
Judgment keywords
Keywords:
complaint allowed; performance report; rating;
Judgment 4723
136th Session, 2023
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his appraisal report for 2015.
Judgment keywords
Keywords:
complaint allowed; performance report; rating;
Judgment 4721
136th Session, 2023
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges her appraisal report for 2015.
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Judgment 4720
136th Session, 2023
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his appraisal report for 2015.
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Judgment 4719
136th Session, 2023
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his appraisal report for 2015.
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Judgment 4718
136th Session, 2023
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his appraisal report for 2015.
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
Judgment 4717
136th Session, 2023
European Patent Organisation
Extracts: EN,
FR
Full Judgment Text: EN,
FR
Summary: The complainant challenges his staff report for 2014.
Judgment keywords
Keywords:
complaint dismissed; performance report; rating;
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