Key Takeaways:
- The choice of a suitable performance appraisal form is crucial for the success of the performance management process.
- Appraisal forms are tools for assessing employee performance, documenting contributions, and guiding discussions during evaluations.
- Effective appraisal forms should include elements like employee achievements, professional goals, etc.
One of the most crucial methods to measure progress and encourage achievement is to evaluate your employees’ work. A performance appraisal form acts as a guide during employee evaluations or performance reviews and is one tool used by companies.
Looking for Performance Appraisal Software? Check out SoftwareSuggest’s list of the best Performance Appraisal Software.
Let’s know what factors need to be kept in mind for employee appraisal forms and how to apply them productively.
What is Performance Appraisal?
A performance appraisal form is a tool for managers and human resource managers to assess employee performance. This form incorporates ratings and space for comments on an employee’s work.
Managers record employees’ contributions and results over a certain time during the evaluation process, highlighting both their positive and negative qualities.
During performance evaluations, this appraisal form serves as a useful guide, helping managers focus on specific topics for discussion. Both the management and the employee can set goals for the employee’s future performance and identify areas for growth by working together to analyze the appraisal form.
Tailor your performance appraisal forms to your business goals, incorporating key elements like employee achievements, professional goals, and a well-defined rating system. Streamline the evaluation process and ensure alignment between employee performance and organizational growth.
How Do You Create An Appraisal Form?
A properly written employee performance appraisal form improves your and the employee’s understanding of their strengths and areas for development. It includes relevant evaluation criteria that break down the assessment into different skill and attribute categories. Customize the form to fit in with the business goals and the specific performance metrics you want to monitor in your employees.
You can include the following while creating a performance appraisal template:
1. Employee Achievements
For each performance review, many companies fill out a new evaluation form that highlights the worker’s notable accomplishments during the review period. It involves presenting the productive projects the employees completed or recognizing their excellent work.
2. Professional Goals of Employees
Assist the employee in developing new career goals for the next assessment session. Select SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) to increase the chances that the staff member will meet these objectives within the allotted time.
3. Rating System
Consider categorizing the primary objectives of an employee’s role into separate groups. Assess each category’s performance with a common evaluating scheme, like the 5-point rating system. Set guidelines for each rating to ensure accuracy in performance evaluation forms between departments.
4. Improvement Areas Of Employees
Consider the areas where the employee could boost the quality of their work. For example, an employee might have trouble interacting with others in the team or show up late most of the time, which could prove risky to overall productivity.
5. Employees’ Comments
The employee comments section gives employees an area to express their ideas in writing. You can use this area to explain any work that they may have done that does not meet business standards, or they can use it to express how satisfied they are with their current position.
Performance Appraisal Form Examples
Performance appraisal forms can ask questions about your business that comply with company principles and about things like employees’ roles, abilities, and training needs. The following examples show several ways to develop these questions and assess the growth of employees.
1. Include Open Ended Questions
Open-ended questions that encourage customized answers should be included on forms. These inquiries can help the person being reviewed, and their manager pinpoint specific areas to focus on during the next assessment session.
2. Link Reviews With Goals
Assessments and development goals can be seamlessly integrated with the best performance appraisal software. It offers a place to track ongoing progress toward development goals and invites feedback from managers and staff on prior achievements and plans related to these goals.
3. Assess Skills
Effective evaluation materials focus on several key skills, including task ownership, critical thinking, achievement and delivery, motivation, communication, and creativity. It is up to managers to assess these competencies numerically.
List of Performance Appraisal Form Samples
Companies can conduct better performance appraisals from the staff performance appraisal form pdf sample we’ve provided below.
1. Simple Performance Review Template
This is a simple performance appraisal template that can be used when in-depth feedback is not necessary. A list of skills and performance traits is listed. They are supposed to be rated from “Poor” to “Excellent.” There is a section where you can include details about goals and additional comments.
Format: Excel
2. Employee Evaluation Form
This is a detailed annual performance appraisal form sample. There is a section for evaluating measurable objectives. You can make additional comments against each particular. In addition, there is a section for assessing performance traits, self-evaluation, and the employee’s evaluation of the manager.
Format: Excel
3. Annual Manager Evaluation Form
This form can provide a detailed performance assessment of employees in managerial roles. There is a section for evaluating measurable objectives. Another part assesses specific management competencies. There is also space for self-assessment and adding a summary of the manager’s overall performance competencies.
Format: Excel
4. Employee Attendance Tracker
You can use this performance appraisal template to track the employee’s attendance and leave data. The leave data may include planned and unplanned leaves. It can help the manager evaluate the employee’s work availability and be used during the appraisal process. It is simple and easy to use.
Format: Excel
5. Employee Training Plan Template
You can use this employee evaluation form to set training objectives and track their status over ninety days. They may be used for new joiners as a part of the onboarding process or for employees taking up a new role.
Format: Excel, Word, and PDF
6. Group Evaluation Form
This is a simple yet effective way to assess a group’s strengths and weaknesses. First, individual employees are given ratings for all the listed competencies. Then, an overall score for the group is determined based on those ratings.
Format: Excel
7. Annual Performance Review Template
This performance review template has three sections. One section notes the current responsibilities of the individual. The other article assesses the employee’s performance, strengths, weaknesses, and future goals. The third section records additional comments or feedback. You can use this form to record vivid details of an employee’s performance.
Format: Word
8. Professional Development Plan Template
This employee review form can be used to create a development plan for an employee for over five years. The goals are classified as middle-range (crucial), middle-range (significant) and long-range (long-range) to address immediate as well as future development needs.
Format: Word
9. Mid-Year Evaluation Form
This form can facilitate an insightful, detailed, and descriptive discussion between the manager and the employee ahead of the annual appraisal process. They can discuss where the employee stands at the halfway point and what can be done during the rest of the year to improve performance.
Format: Word
10. Introductory Period Performance Review Template
Employers can use this form to evaluate new joiners at the end of the probationary period. It contains a list of performance objectives and a rating scale. In addition, space has been provided to record any additional feedback and training needs.
Format: Word
11. Employee Self-Evaluation Form
This evaluation form allows the employee to note their responsibilities, develop goals related to them, and assess their performance in an open-ended manner. In addition, it will enable the manager and the employee to have a similar understanding of the employee’s performance.
Format: Word
12. Six-Month Evaluation Form (Manager)
When a new joiner completes six months in a managerial role, they can be assessed using this form. Notes can be made about how the employee has fared as an employee, and a manager and the areas of improvement can be highlighted.
Format: Word
13. Peer Review Template
This anonymous evaluation form is useful in the 360-degree performance evaluation process. The short evaluation form contains a list of statements related to the employee’s performance. In addition, the employee must rate their peer on a scale of 1-5 for each account.
Format: Word
Templates by TidyForms
14. Performance Appraisal Form
This performance appraisal form contains a list of performance factors. Employees are supposed to be rated on them. A detailed guide explains each of the performance factors and the levels of performance that one must choose from to rate the employee.
Format: PDF
15. Evaluation Form
You can use this form for employees as well as supervisors. First, they can be rated on performance expectations based on their responsibilities. Next, you can add actual achievements, employee strengths, and areas of improvement in an open-ended manner. Then, You can provide a final rating and suggest a development plan.
Format: PDF
16. Performance Evaluation Template
This performance assessment form requires the evaluator to rate employees on various job performance factors such as “Job Knowledge,” “Productivity,” etc., and place them by selecting options ranging from “Does Not Meet Expectations” to “Exceeds Expectations” and add comments against each rating.
Format: PDF
17. Performance Review Form
This employee performance review template requires the employee to be rated on various skills and behavioral traits. An explanation has to be provided with each rating. There are also sections for summarizing the employee’s performance, goal-setting, and development planning for the following year.
Format: PDF
Templates by Wofoo Forms
18. Performance Log
You can use it to document the employee’s performance during the evaluation period. Both the employee and manager must enter a date, log an instance of excellent performance and choose which competency was displayed by the employee and how the employee achieved that.
Format: Word
19. Professional Development Plan Template
This is a comprehensive activity guide to help the employee and the manager create a development plan based on short-term, mid-range, and long-term goals. First, employees must outline three clear goals. Then, there are three development action plan forms for each of the three goals.
Format: Word
20. Upward Feedback Form
Employees can use this form to provide open-ended and detailed feedback on their immediate supervisors. The way contains just three questions, with one question each on the supervisor’s strengths, areas of improvement, and any additional comments the employee would like to make.
Format: Word
Bottom Line
Performance appraisal templates will streamline your employee appraisal process and boost employee satisfaction. With the above template examples, you can customize ready-made templates rather than starting from scratch.
You can utilize these performance appraisal forms to tailor performance reviews and ensure your employees and business grow together.
You should include the following items in your appraisal form:
- Rating rubrics
- The employee's achievements
- What can be improved by the employee
- Professional goals of the employee
- The employee's comments
Your choice of appraisal method depends on your industry, evaluation goals, and preferences. Using a numerical ranking system, you can easily quantify and compare performance. When combined with written statements and specific examples, the rankings provide a detailed picture of the employee's performance.
These are the most frequently asked questions during performance reviews:
- What are your proudest accomplishments this quarter?
- Which of your goals were met, and which fell short?
- How would you describe your ideal working conditions?
The following are the top 5 performance appraisal methods:
- Management by objectives (MBO)
- 360-degree feedback
- Behaviorally anchored rating scale (BARS)
- Psychological appraisal
- Assessment center
Priya is a seasoned writer with expertise in the SaaS industry. With over five years of experience in the field, she deeply understands the requirement of this specific industry, its techniques, and tools. Her articles, whitepapers, and blog posts are known for their clarity, practicality, and actionable insights. Priya also possesses in-depth knowledge of SEO and content marketing, which enables her to develop effective strategies to increase website traffic and improve brand visibility.