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Employee Appraisal Form

This Employee Appraisal Form is used to formally assess an employee's performance over a specific period, identify areas for improvement, and set future goals. It is typically used annually or bi-annually as part of a performance management cycle.

Updated 15d ago
employee appraisalperformance reviewHR documentstaff evaluationperformance management

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Employee Information

Employee Name: {{employee_name}}

Employee ID: {{employee_id}}

Job Title: {{job_title}}

Department: {{department}}

Appraisal Period: {{start_date}} to {{end_date}}

Date of Appraisal: {{appraisal_date}}

Appraiser Name: {{appraiser_name}}

Appraiser Job Title: {{appraiser_job_title}}

Performance Against Objectives

Please evaluate the employee's performance against their agreed objectives for the appraisal period. Provide specific examples to support your ratings.

**Objective 1:** {{objective_1}} Rating (1-5, 1=Needs Improvement, 5=Exceeds Expectations): {{rating_objective_1}} Comments: {{comments_objective_1}}

**Objective 2:** {{objective_2}} Rating (1-5): {{rating_objective_2}} Comments: {{comments_objective_2}}

**Objective 3:** {{objective_3}} Rating (1-5): {{rating_objective_3}} Comments: {{comments_objective_3}}

**Overall Performance against Objectives:** {{overall_objective_performance_rating}}

Competency Assessment

Assess the employee's performance against the core competencies required for their role. Use the following scale: 1=Needs Development, 2=Meets Expectations, 3=Exceeds Expectations.

**Communication Skills:** (Verbal, Written, Listening) Rating: {{rating_communication}} Comments: {{comments_communication}}

**Teamwork & Collaboration:** (Working with others, Contributing to team goals) Rating: {{rating_teamwork}} Comments: {{comments_teamwork}}

**Problem Solving & Decision Making:** (Analyzing issues, Proposing solutions, Making effective decisions) Rating: {{rating_problem_solving}} Comments: {{comments_problem_solving}}

**Initiative & Proactivity:** (Taking ownership, Seeking improvements) Rating: {{rating_initiative}} Comments: {{comments_initiative}}

**Adaptability & Flexibility:** (Adjusting to change, Handling new challenges) Rating: {{rating_adaptability}} Comments: {{comments_adaptability}}

**Overall Competency Assessment:** {{overall_competency_assessment_rating}}

Strengths, Areas for Development & Support Required

**Key Strengths:** Clearly identify the employee's main strengths and areas where they consistently excel. {{employee_strengths}}

**Areas for Development:** Identify specific areas where the employee could improve. {{employee_development_areas}}

**Support/Training Required:** What support, training, or resources are needed to help the employee address development areas? {{support_training_required}}

Future Objectives and Goals

Agree on a minimum of three achievable objectives and goals for the next appraisal period. These should be SMART (Specific, Measurable, Achievable, Relevant, Time-bound).

**Goal 1:** {{future_goal_1}} Timeline: {{timeline_goal_1}} Measurements of Success: {{success_measures_goal_1}}

**Goal 2:** {{future_goal_2}} Timeline: {{timeline_goal_2}} Measurements of Success: {{success_measures_goal_2}}

**Goal 3:** {{future_goal_3}} Timeline: {{timeline_goal_3}} Measurements of Success: {{success_measures_goal_3}}

Overall Performance Rating

Based on the entire appraisal, provide an overall performance rating for the employee using the following scale:

1 - Needs Significant Improvement

2 - Partially Meets Expectations

3 - Meets All Expectations

4 - Exceeds Expectations

5 - Outstanding Performance

**Overall Rating:** {{overall_performance_rating}} **Justification for Overall Rating:** {{overall_rating_justification}}

Employee Comments

This section provides the employee an opportunity to comment on their appraisal, agree or disagree with the assessment, and add any additional points. {{employee_comments}}

Signature Block

Appraiser Signature: _____________________________

Date: {{appraiser_signature_date}}

Employee Signature: _____________________________

Date: {{employee_signature_date}}

HR Representative (if applicable): _____________________________

Date: {{hr_signature_date}}

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