This employee performance appraisal form can be used to do the following:
Check out this filled-out example of a performance appraisal form PDF and web report.
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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.
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:
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.
| Assessment Areas | Rating Guidelines |
| Attendance | 5 = No late for work or absence record, willing to take urgent duty at short notice |
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
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:
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
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:
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:
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
Personal Development Objectives
When filling out performance evaluation forms and other performance appraisal forms, employees and the management can use the following reminders as a guide:
Outlines may vary depending on the organizational standards but here are some of the items that should be included in the appraisal form:
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 .
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.
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:
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.
Inspection template Powered byAn 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.
Inspection template Powered byThis 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.
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.
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.
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.
