Performance Appraisal Forms

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This employee performance appraisal form can be used to do the following:

• Assess the overall performance of an employee and identify areas of commendation as well as areas that require remediation.
• Grade attendance, job knowledge, skills, quality of work, productivity, teamwork, team targets, and behavior.
• Input any other supporting details that can strengthen the reasoning for the scores.
• Incorporate digital scores to the template to easily tally the staff appraisal form.
• Rate the overall performance of employees depending on the total percentage score.
• Generate a report instantly and export them in the format of Weblink, PDF, Word, or CSV.

Check out this filled-out example of a performance appraisal form PDF and web report.

What is a Performance Appraisal Form?

A performance appraisal form is a tool used by people managers and HR teams to evaluate the performance of employees during a specific timeframe. Also called an appraisal form, this document helps simplify the documentation of review processes and streamline performance appraisals. A well-structured appraisal process enables an efficient benchmarking across teams and divisions to identify staff career development opportunities and areas for improvement.

Performance Appraisal Examples: What to Include in Your Template

Whether used by supervisors, the people team, or employees themselves, performance appraisal forms feature standard elements that help facilitate a complete review process. Here are the three fundamental fields of an appraisal form including their examples:

A rating system

Supervisors, and even employees themselves, rate or measure employee performance for a specific timeline using key team and business metrics. Attendance, productivity, quality of work, the achievement of targets, etc, are examples of items being rated.

4 = No late for work or absence record during the appraisal period

3 = Less than 3 times of late for work or absence record during the appraisal period

2 = 3 times of late for work or absence record during the appraisal period

1 = More than 3 times of late for work or absence record during the appraisal period

4 = Exceeds job requirements

3 = Meets job requirements

2 = Partially meets job requirements

1 = Does not meet most job requirements

4 = No disciplinary record

3 = Less than 3 times of disciplinary record

2 = 3 times of disciplinary record

1 = More than 3 times of disciplinary record

Feedback

An appraisal sheet can include sections for qualitative feedback from peers or supervisors mentioning employee commendations or opportunities for improvement.

Here’s an example using the rating guideline above:

Acknowledgment

The ratings and contents of employee appraisals need to be acknowledged or confirmed by both employees and supervisors. Appraisal forms typically include the signatures of both employees and supervisors to confirm the validity of the appraisal.

To give you a better understanding, we’ve created a filled out example of an appraisal form using a digital staff performance appraisal checklist template.

Staff Performance Appraisal Form PDF Example

Which Format Should We Use?

Performance appraisals can be a daunting task because of how tedious the entire process can be. Choosing the right appraisal format can help make it easier for all stakeholders to efficiently carry out appraisals as hassle-free as possible. Listed below are the two most common types and performance appraisal examples you can try implementing in your workplace:

360-Degree

A 360-degree performance review is probably the most comprehensive appraisal format as it entails feedback not only from your direct manager and team members, but also from your peers and in some cases, from department heads. Sample 360-degree appraisal format questions include:

• Are this employee’s solutions to problems clear and effective?
• Does the employee take the lead on projects or assignments?
• Do you believe this employee is honest, ethical, and trustworthy?

Management by Objectives

Management by Objectives (MBOs) is an appraisal format, where at the beginning of each period such as quarterly, biennially, or annually and upon the approval of upper management, both the employee and his/her manager set objectives and key results aligned with the overall company goals. At the end of each period, they will evaluate the employee’s performance and provide a pay increase based on meeting set objectives.

MBOs is ideal for small- to medium-sized companies as it can still be easily monitored and followed through for continued professional and business growth. The two most common types of MBOs with examples are:

Performance Objectives

• Increase mobile app downloads by 15% through carrying out at least 5 experiments that improve user experience
• Reach 10,000 more customers who use our product at least once a week by integrating it with a new feature

Personal Development Objectives

• Master SafetyCulture analytics by knowing exactly how I can get the data I need on my own
• Develop better work relationships by participating in our team lunch time every Wednesday

How to Fill Appraisal Form

When filling out performance evaluation forms and other performance appraisal forms, employees and the management can use the following reminders as a guide:

• Identify assessment criteria by reading the instruction carefully
• Review the employee’s goals and objectives to determine if they were able to achieve them
• Collect relevant information which can include records of projects completed, client feedback, and performance metrics
• Provide specific examples that demonstrate employee strengths or areas for improvement
• Evaluate strengths and achievements, and address areas for improvement
• EstablishSMARTgoals for the upcoming assessment period
• Maintain a professional tone and be respectful tone when filling out the form

FAQs about Performance Appraisal

What do you write in an appraisal form?

Outlines may vary depending on the organizational standards but here are some of the items that should be included in the appraisal form:

• Goals – Indicate achievements and milestones throughout the year with respect to the annual goals that have been set with the manager in the previous cycle.
• Key Performance Indicators (KPIs) – Include the key progress and strategic improvements that have been achieved during the performance review cycle.
• Development areas – Indicate failures with a positive reaffirmation.
• Disciplinary acts – Employee appraisals don’t only cover job performances but encompass employee attitude towards work as well.
• Future Plans – Cover additional learnings or skills that would help employees to achieve other goals to improve current performances.

How is performance appraisal done?

The most effective way to complete a performance appraisal can be summarized into five steps: 1) Assess previous and current performance; 2) Conduct a one-on-one interview with the employee; 3) Create action plans; 4) Set future goals; and 5) Document and obtain signatures. Read more about how to conduct a performance appraisal .

Should employees do self-appraisal?

Yes, it is a good practice for employees to do an evaluation of their own performance because it enables them to reflect on their objectives and areas for improvement. Self-appraisals are also often a valuable component for the management to conduct a comprehensive periodic employee assessment.

Conduct Efficient Performance Appraisal with SafetyCulture

Employee appraisals are part and parcel of organizations that intend to measure employee performance. SafetyCulture is a platform that can help streamline your appraisal workflows by eliminating costs and time spent scanning appraisal forms. With the SafetyCulture software, you are empowered to:

• Customize effortlessly: Tailor templates with specific needs by incorporating custom logic into digital checklists
• Empower your team: Invite your team members to utilize and explore the platform, enabling them to experience its capabilities
• Never miss an audit: Schedule inspections that notify all relevant personnel to ensure that no check-ins are overlooked
• Keep everyone informed: Generate comprehensive reports that are easily shareable with leaders, team members, and other relevant stakeholders

Featured Performance Appraisal Forms

Employee Appraisal Form

This comprehensive general employee appraisal form can be used to conduct the annual performance evaluation of an employee. This template includes details of the staff member being appraised, rating scores for performance assessment, training and development plans, and incidents happened within the year.

Employee Performance Appraisal Template

An employee performance appraisal template is used by managers to evaluate employees during annual appraisal. Use this digital performance appraisal template to document employees’ contributions or achievements during the appraisal period, performance summary, and future objectives. Complete the appraisal template with the staff’s annual performance appraisal rating.

Self Appraisal Form

This self-appraisal form can be used by employees to reflect on and evaluate their performance over time. Digital signatures were provided to validate the discussion with the supervisor. A self-evaluation example can be found in this sample report.

Jona Tarlengco is a content writer and researcher for SafetyCulture since 2018. She usually writes about safety and quality topics, contributing to the creation of well-researched articles. Her years of experience in one of the world’s leading business news organisations helps enrich the quality of the information in her work.

Explore more templates

Employee Appraisal Form

This comprehensive general employee appraisal form can be used to conduct the annual performance evaluation of an employee. This template includes details of the staff member being appraised, rating scores for performance assessment, training and development plans, and incidents happened within the year.

Employee Performance Appraisal Template

An employee performance appraisal template is used by managers to evaluate employees during annual appraisal. Use this digital performance appraisal template to document employees’ contributions or achievements during the appraisal period, performance summary, and future objectives. Complete the appraisal template with the staff’s annual performance appraisal rating.

Self Appraisal Form

This self-appraisal form can be used by employees to reflect on and evaluate their performance over time. Digital signatures were provided to validate the discussion with the supervisor. A self-evaluation example can be found in this sample report.