Top 3 Performance Appraisal Forms

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An appraisal form is a measurement tool used by people managers and HR teams to assess and benchmark the performance of employees. This tool serves as an objective scorecard upon which supervisors and employees can agree on how an employee’s contribution to the business will be measured. A well-structured appraisal process enables benchmarking across teams and divisions to identify staff career development opportunities and areas for improvement. Learn how to conduct an effective performance appraisal.

An appraisal form typically includes a performance scorecard which rates an individual’s performance against key team and business metrics. General examples include attendance, productivity, quality of work, achievement of targets etc. In addition, an appraisal form should include sections for qualitative feedback on an employee’s commendations and areas for remediation.

Paper-based staff appraisal processes can create an administrative burden requiring scanning of documents (including staff signatures) as well as data re-entry for benchmarking purposes.

iAuditor is a digital inspection platform that can streamline your appraisal workflows. Eliminate time spent scanning appraisal forms by creating mobile forms you can use on your tablet. Automatically save all appraisal reports online in the cloud. Easily export all staff performance scores into excel or view on the iAuditor online analytics dashboard.

To help you get started we have created 3 best practice appraisal templates you can download and customize for your relevant teams and people managers. Get started with these templates to begin streamlining your appraisal processes.

3 Best Practice Appraisal Templates

1. Staff Performance Appraisal Form

This Staff Performance Appraisal Form can be used to assess the overall performance of an employee and it helps identify areas of commendation as well as areas that require remediation. This Staff Performance Appraisal Form is tied up with a scorecard to grade attendance, job knowledge, skills, quality of work, productivity, teamwork, team targets, and behavior. You can rate the overall performance of your employees depending on the total percentage score. This template is 100% customizable and you can modify it according to your company’s standard ratings.

2. Employee Appraisal Template

This Employee Appraisal Template converted using iAuditor can be used by managers to evaluate employees during their 1:1 coaching session. Use this template to document employees’ annual objectives, best traits or contributions, and performance summary within the year. This will help identify if the employee meets or exceeds management expectation and what additional training is needed.

3. General Appraisal Form

This comprehensive General 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 (position expertise, leadership, supervision, productivity, soft and interpersonal skills and behavior), training and development plans, and incidents happened within the year. You may also include detailed comments on the performance of your employee. Provide an overall performance score and affix the digital signatures of both the appraiser and appraisee to verify completion of the appraisal.

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