Published 17 Sep 2021
A performance appraisal is a monthly, quarterly, or annual review of an employee’s contributions towards business objectives and company goals. It can help managers identify employee gaps and give them new ideas for training opportunities to boost workplace productivity. A performance appraisal also serves as an objective avenue for both supervisors and workers to give and receive feedback. Managers may also use it to justify compensation adjustments, bonuses, or even termination decisions. For employees, performance appraisals help them understand where they are in terms of alignment with company expectations and team standards. With a performance appraisal form, supervisors and workers learn more about each other, the business, and themselves.
This employee or 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. Use this customizable digital staff appraisal form to:
Check out the PDF to see an annual performance appraisal form sample.
An appraisal form also called an employee performance appraisal form, is a tool used by people managers and HR teams to measure and benchmark the performance of employees. It helps evaluate the contributions and achievements of employees during a specific timeline.
A well-structured appraisal form and appraisal process enable benchmarking across teams and divisions to identify staff career development opportunities and areas for improvement.
A performance appraisal is directed toward these three basic uses:
Whether used by supervisors, the people team, or employees themselves, appraisal forms feature standard elements that help facilitate a complete review process. Here are three fundamental fields of an appraisal form:
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.
Appraisal forms can include sections for qualitative feedback from peers or supervisors mentioning employee commendations or opportunities for improvement.
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.
Performance appraisals can be a daunting task because of how tedious the entire process can be. Choosing the right appraisal format for a company’s specific context can help make it easier for all stakeholders—human resource coordinator, finance head, direct manager, colleagues, and subordinates—to efficiently carry out appraisals as hassle-free as possible. Listed below are the two most common types of appraisal formats 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 the boss of your boss and department heads. This appraisal format is for organizations that can spare enough time, effort, and resources and have adequately trained personnel for executing 360-degree appraisals. Sample 360-degree appraisal format questions include:
MBO 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, and at the end of each period, evaluate the former’s performance warrants a pay increase based on meeting set objectives.
For small- to medium-sized companies, MBOs can be the most optimal appraisal format to practice as the process is more manageable at their scale and 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:
Appraisal forms vary depending on the organizational standards. It helps measure employee performance for possible career progression. It is an objective written discussion of employee productivity, feedback, attendance, and quality of work. Here are some of the items that should be included in the appraisal form:
Employee appraisals are part and parcel of organizations that intend to measure employee performance. Paper-based staff appraisal processes, however, can create an administrative burden requiring scanning of documents (including staff signatures) as well as data re-entry for benchmarking purposes.
iAuditor by SafetyCulture is a web and mobile platform that can help streamline your appraisal workflows. Eliminate costs and time spent scanning appraisal forms. With the iAuditor mobile app and software, you are empowered to:
To help you get started we have created 5 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.
An employee performance appraisal template is used by managers to evaluate employees during annual appraisal. Use this digital performance appraisal template as an annual appraisal form 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 and enter the employee’s and manager’s signatures.
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 (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.
Use this employee performance review template to help measure and benchmark work performance of an employee and use it as a basis for salary adjustments. Supervisors and managers can utilize this digital form to help their subordinates form an action plan to improve performance.
This self-appraisal form can be used by employees to reflect and evaluate their performance over-time. Digital signatures were provided to validate discussion with the supervisor.