The success of a performance management process heavily relies on selecting a good performance appraisal form. It is essential to find one that suits the nature of your business and performance management needs.
A performance appraisal form should be able to collect all the necessary information needed to manage performance easily.
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What is A Performance Appraisal?
A performance appraisal is a review of an employee’s performance, solely dependent on their contribution to the company. A systematic evaluation process evaluates an employee’s skills, achievements, growth, and failures.
It provides feedback to employees about their performance level for improving their performance as needed by the company.
Also, a recent report suggested that 72% of employees feel that their performance would improve with healthy feedback, while 25% would leave the organization due to lack of appreciation! This tells you that the employees’ appraisal management needs to be addressed well to have a healthy working environment.
Below are some of the steps you must follow if you’re looking to conduct a useful performance appraisal to increase engagement and build a robust succession.
How To Conduct An Effective Performance Appraisal?
From the steps mentioned below, companies can conduct better performance reviews to benefit their employees.
1. Be Prepared
A clear and concise performance feedback report helps the employer and the employees encourage an openly smooth conversation during the meeting for the appraisal. For this, the employer should identify the employee’s on-the-job requirements.
Once the organization knows the employee’s needs, they must emphasize an employee’s performance to improve the value proposition. The employer must then rate an employee’s actual performance with predetermined expectations to get a clearer picture.
2. Circulate The Agenda
A plan for the appraisal will help confirm the matter of the discussion. After the company has collated its agenda for the meeting, it must send it to their employees to add any additional points they would like to discuss during the appraisal meeting.
By sharing the plan with the employees, the company can get an edge to prepare for the discussion.
3. Provide Performance Review Around A Key Takeaway
Companies must focus on providing a well-drafted performance review to its employees. The discussion will help the employees understand the worth of performance appraisal and learn something from the meeting.
While drafting the performance reviews, managers must put themselves in the employee’s shoes and imagine what an excellent performance review must look like. While conducting a performance review, managers must turn off all the distractions to maintain the meeting’s essence.
4. Set A Professional And Friendly Tone
Since the organizations already know the nature of their employees’ work, they must focus on delivering the feedback in a friendly yet professional way that communicates their message well without hurting employee sentiment. Companies can try giving a positive thanksgiving note to their employees after the meeting ends. This will make them feel good and confident about their job even if their performance is not up to par.
5. Applaud Successes And Discuss Challenges
A performance review should not be a monologue by the employers. They should know that the employees have an equal chance to put their views upfront during the meeting. By doing so, employers can observe the employee’s thoughts and ideas they bring to the table.
Employers must also keep in mind that discussing only failures and challenges with the employees will do more harm than good. Instead of stressing on hurdles, the organization is facing, employers must focus on boosting the morale of their employees by applauding their supreme performances and success they bring to the company.
6. Discuss Ideas For Development And Action
Performance appraisal must always focus on future development and actions instead of delving in the past performances and failures. Though it is good to reflect on what has worked for the company and what has not, focusing on what’s happened will not help boost the morale of the employees during the performance appraisal.
The appraisal must include an emphasis on motivating their employees and improving their performance to achieve future business goals and objectives. During the development process, the company must focus on areas like sharpening employees’ skills, what tasks they can perform better, and work on their strengths and weaknesses to make the entire process aligned with the company’s goals.
7. Time For Action
After following all the above steps, the company must come with a future action plan for the employee. This plan needs to be achievable and must employ actionable goals for each individual, to be able to facilitate growth and development.
8. Summarize The Meeting
Conclude the performance appraisal meeting by giving a clear message to each individual and letting them know their responsibilities. The meeting minutes will give the employee clarity about the horizon of their work and areas of improvement.
9. Express Support And Ask For Feedback
No meeting should conclude without collecting feedback. An organization needs to get this feedback process right from the outset when it comes to managing appraisals. Managers must prop their employees for all the positive and negative feedback and prepare them to work accordingly.
List of 54+ Performance Appraisal Forms That Could Work For A Variety of Businesses
Templates by SmartSheet
1. Simple Performance Review Template
This is a simple template which can be used when in-depth feedback is not necessary. A list of skills and performance traits are listed. They are supposed to be rated from “Poor” to “Excellent.” There is a section where details about goals and additional comments can be included.
Format: Excel
Download Simple Performance Review Template
2. Employee Evaluation Form
This form facilitates a detailed annual performance review. There is a section for evaluating measurable objectives. Additional comments can be made against each particular. There is a section to evaluate performance traits, and there is also a section for self-evaluation and the employee’s evaluation of the manager.
Format: Excel
Download Employee Evaluation Form
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
Download Annual Manager Evaluation Form
4. Employee Attendance Tracker
This template can be used 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 can be used during the appraisal process. It is simple and easy to use.
Format: Excel
Download Employee Attendance Tracker
5. Employee Training Plan Template
This employee evaluation form can be used 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
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6. Group Evaluation Form
This is a simple, yet effective form to assess the strengths and weaknesses of a group within the organization. Individual employees are given ratings for all the listed competencies. An overall score for the group is determined based on those ratings.
Format: Excel
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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. This form can be used to record vivid details of an employee’s performance.
Format: Word
Download Annual Performance Review Template
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
Download Professional Development Plan Template
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
Download Mid-Year Evaluation Form
10. Introductory Period Performance Review Template
This form can be used to evaluate new joiners at the end of the probationary period. It contains a list of performance objectives and a rating scale. Space has been provided to record any additional feedback and also training needs if any.
Format: Word
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11. Employee Self-Evaluation Form
This evaluation form allows the employee to make a note of his or her responsibilities, develop goals related to them and assess his or her performance in an open-ended manner. It allows the manager and the employee to have a similar understanding of the employee’s performance.
Format: Word
Download Employee Self-Evaluation Form
12. Upward Feedback Template
This template can be used by employees to provide feedback on their managers in descriptive detail. Employees can give feedback on the manager’s ability to accomplish responsibilities and achieve goals. Employees can also offer instances of exceptional performance and suggest areas of improvement.
Format: Word
Download Upward Feedback Template
13. Peer Review Template
This performance review form can be used in organizations as a part of the 360-degree performance feedback process. Employees can rate their peers anonymously on the listed competencies. They can also include comments on the employee’s strengths and also mention areas of improvement.
Format: Word
Download Peer Review Template
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. There is a detailed guide that explains each of the performance factors and also the levels of performance that one must choose from to rate the employee.
Format: PDF
Download Performance Appraisal Form
15. Evaluation Form
This form can be used for employees as well as supervisors. They can be rated on performance expectations based on their responsibilities. Actual achievements, strengths, and areas of improvement can be added in an open-ended manner. A final rating can be provided, and a development plan can be suggested.
Format: PDF
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16. Performance Evaluation Template
This performance assessment form requires the evaluator to rate employees on various performance factors such as “Job Knowledge,” “Productivity” etc. and rate them by selecting options ranging from “Does Not Meet Expectations” to “Exceeds Expectations” and add comments against each rating.
Format: PDF
Download Performance Evaluation Template
17. Performance Review Form
This employee evaluation form 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 and goal setting and development planning for the following year.
Format: PDF
Download Performance Review Form
Templates by Wofoo Forms
18. Employee Performance Evaluation
This template is relatively easy to use. Employees are required to be rated on several statements that are divided into various sections such as Job Knowledge, Planning and Problem Solving, Productivity, etc. Parts have been given to describe strengths, areas of improvement and make additional comments.
Format: Online form that you can download as PDF
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19. Employee Performance
This is a short questionnaire. To answer these questions, one must select an option from those given for each item. At the end of the poll, there is space for the evaluator to comment on what the employee can do to improve his or her performance.
Format: Online form that you can download as PDF
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20. Management Performance
This form can be used by employees to provide feedback on the management of the organization. It is a short and simple questionnaire. A set of options as answers accompanies each question. There is space for employees to comment on how management can become more productive.
Format: Online form that you can download as PDF
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21. 360 Assessment Survey
As per the 360-degree method of performance appraisal, managers, peers and also the employees themselves can use this form and provide ratings on statements relating to the employee’s business focus, customer focus, leadership, etc. At the end of each of these sections, a comment box has been provided.
Format: Online form that you can download as PDF
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22. Supervisor Performance
This evaluation form can be used by employees to provide feedback on their immediate supervisors. They must answer a few multiple-choice questions and at the end of the questionnaire, they can comment on how the supervisor can improve his or her performance.
Format: Online form that you can download as PDF
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23. Department Performance
With this feedback form, employees in a department can provide feedback about the department as a whole, the team members in the department and also the supervisor(s) of the department. It is a questionnaire with a small set of questions with multiple-choice answers.
Format: Online form that you can download as PDF
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Templates by Emory.edu
24. Performance Log
It can be used to document the performance of the employee during the evaluation period. Managers or employees must enter a date, logan instance of excellent performance and choose which competency was displayed by the employee and how that was achieved.
Format: Word
Download Word
25. Professional Development Plan Template
This is a comprehensive activity guide to help the employee and the manager to create a development plan based on short-term, mid-range and long-term goals. Employees must outline three clear goals. There are three development action plan forms for each of the three goals.
Format: Word
Download Word
26. Upward Feedback Form
Using this form, employees can 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 that the employee would like to make, respectively.
Format: Word
Download Upward Feedback Form
27. Self-Evaluation Form- Mid-Year Review (Non-Manager)
This is a self-evaluation form containing a list of competencies such as “Customer Focus,” “Functional Knowledge/Skills,” “Problem Solving Skills” etc. Employees are required to make detailed notes against each particular and explain how they have fared concerning the competency.
Format: Word
Download Word
28. Self-Evaluation Form- Mid-Year Review (Manager)
Managers are required to evaluate their performance, as employees in a leadership role, and against each competency in the given list, they must explain how they have fared about the level of performance expected from them. There is also space for additional notes.
Format: Word
Download Word
29. Mid-Year Evaluation Form (Non-Manager)
Managers must add notes against each competency in the given list of evaluation areas and explain how the employee’s performance has fared as per the expected standards of achievement so far in the evaluation period. They may also provide make recommendations at the end of the evaluation.
Format: Word
Download Word
30. Mid-Year Evaluation Form (Manager)
Managers can be evaluated on their skills by their supervisors by adding notes about how they have fared in terms of building trust, delivering results, etc. halfway into the evaluation period and what they can do during the rest of the evaluation period to improve their performance.
Format: Word
Download Word
31. Six-Month Evaluation Form (Non-Manager)
When a new joiner completes six months in the organization, the managers can assess them on various competencies and make detailed notes about how they have performed concerning that competency, what they can do better, and award a suitable rating.
Format: Word
Download Word
32. 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
Download Word
33. Annual Self-Evaluation Form (Non-Manager)
This form can be used as a part of the annual appraisal activity. It contains a list of competencies and a column to make detailed notes against each skill. Employees must evaluate their performance and add notes about how they believe that they have fared.
Format: Word
Download Word
34. Annual Self-Evaluation Form (Manager)
Managers may use this form during the annual appraisal activity to evaluate how they have fared during the year. The way contains a list of competencies against each of which they may add notes about how they have performed and also what they have done to lead and develop their teams effectively.
Format: Word
Download Word
35. Annual Evaluation Form (Non-Manager)
Using this performance evaluation form, managers can assess employee performance at the end of the year based on the listed competencies and award a rating to the employee. They may justify their scores by adding notes against each particular. Each skill is rated to arrive at an overall rating.
Format: Word
Download Word
36. Annual Evaluation Form (Manager)
Using this employee review form, managers can be evaluated at the end of the evaluation period based on various competencies. Detailed notes can be made about how they have fared and a rating can be provided for each skill. Using all these ratings, an overall rating is awarded.
Format: Word
Download Word
Templates by Lovetoknow
37. Employee Performance Review
In this form, each performance behavior has to be rated on a scale of 1 to 5, where 1 stands for “Deficient” and five stands for “Outstanding.” For a rating of less than 3, an explanation must be given, and development goals and training needs must be identified.
Format: PDF
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38. Qualitative Performance Review
This form facilitates a qualitative and descriptive review with the help of illustrative examples. The manager must explain in detail what the employee does well and the areas that need improvement in various areas of performance. They must also list the employee’s top three accomplishments, strengths, and goals.
Format: PDF
Download PDF
39. Employee Self-Evaluation Questionnaire
The performance appraisal form contains an open-ended questionnaire where employees must give elaborate answers to questions related to their career development and a rating scale where they must rate specific performance traits. They may also share any additional feedback or comments.
Format: PDF
Download PDF
40. Peer Review Questionnaire
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. The employee is required to rate his or her peer on a scale of 1-5 for each account.
Format: PDF
Download PDF
41. Introductory Performance Review
This form can be used at the end of an employee’s probationary period. Based on their observations, managers must rate the employee on each performance area in the given list. Strengths, goals and training needs must be described in the form. Overall feedback must be noted.
Format: PDF
Download PDF
Templates by PerformanceReviews
42. General Employee Appraisal Form
This performance evaluation form is easy to use. The evaluation form contains a series of “Yes” and “No” questions related to the employee’s performance. At the end of the questionnaire, the evaluator must provide general feedback for the employee.
Format: Word
Download Word
43. Essay Employee Evaluation Form
This employee review form contains a short answer section, a competency rating section, and a general comments section. With the help of detailed statements and even illustrative examples, the evaluator must comment on the performance of the employee in his or her responses.
Format: Word
Download Word
44. Graphics Rating Employee Appraisal Form
This employee review template is based on the graphical rating scale method of performance evaluation. The attributes of employee performance and behavior, such as “attitude” and “punctuality” are listed, and they have to be rated on the given scale.
Format: Word
Download Word
45. 360-Degree Performance Appraisal Form
This performance appraisal form is based on the 360-degree performance evaluation method. The employee’s peers, subordinates, managers, and the employee as well, can use this form to submit feedback anonymously. The evaluation is based on factors such as teamwork and leadership qualities.
Format: Word
Download Word
46. Forced Ranking Appraisal Form
This form is suitable for the forced ranking method of appraisal. This form can help managers decide how to rank their employees across the bell curve.
Format: Word
Download Word
Templates by Acas.org
47. Appraisal Form for Manual Workers
This is a simple form designed for manual workers. It is based on the graphical rating scale method. The listed performance areas must be rated from A to D, where A stands for “Well ahead of the standard” and D stands for “Unsatisfactory- below the standard reasonably expected.” It has some space for general comments.
Format: Word
Download Word
48. Appraisal Form Based on Job Objectives
In this form, a summary of the employee’s achievement against the predefined objectives must be recorded, areas of improvement must be highlighted, training and development requirements must be listed, and any details related to career planning for the employee must be mentioned.
Format: Word
Download Word
49. Appraisal Form for Earmarking Potential for Promotion
This evaluation form can be used to document the employee’s potential for promotion. The current assessment of possibility must be indicated. The employee’s aspirations, work experience, and pieces of training are mentioned. A counter-signing manager is also required to weigh in.
Format: Word
Download Word
50. Self-Appraisal Form
The form begins with making some inquiries about the employee’s clarity on his or her job roles and performance expectations. Then through a series of open-ended questions, the employee is required list accomplishments, challenges, strengths and areas of improvement.
Format: Word
Download Word
51. Appraisal Scheme Review Questionnaire
This evaluation form is a questionnaire wherein employees within the organization are asked various questions about their thoughts on the appraisal process, its effectiveness and also their feedback on it. Questions are also invited to understand whether they understand the appraisal process.
Format: Word
Download Word
Templates by SampleTemplates
52. Employee Self-Review Template
This template contains a series of open-ended questions that ask the employee to explain how he or she has performed based on the expectations of them. In addition to that, the questions are also aimed at understanding the challenges that the employee faced during the evaluation period.
Format: PDF
Download PDF
53. 6-Month Employee Review Template
This evaluation form can be used to assess employee performance for over 6 months. This template contains simple, open-ended questions that can provide meaningful insight into how the employee is faring in his or her job, halfway through the year.
Format: PDF
Download PDF
54. Employee Performance Review Template
This performance evaluation form requires the evaluator to rate the employee on various performance criteria and add any comments if necessary. It is a good template that may come in handy if employees are required to be evaluated every month.
Format: PDF
Download PDF
55. Employee Review Template
Ratings are provided by a peer as well as a supervisor on various performance criteria that are related to general performance and job-specific performance. After each rating, a comment must be provided to explain the thought process behind the score. At the end of the evaluation, current goals and achievements and future goals must be mentioned.
Format: Excel
Download Excel
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