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A regular performance appraisal or performance development review is important to keep track on the employee in terms of their performance against objectives or other standards, and to maintain their development.
This is a full review document, containing objectives, appraisal and commentary. You can add your own scoring system using objectives and skills if need be.
| Name: | |
| Job title: | |
| Department: | |
| Manager: | |
| Review period: |
Review dates
| Objectives and development plan meeting: | [yyyy-mm-dd] @ [hh:mm] |
| 1st formal review date and time: | [yyyy-mm-dd] @ [hh:mm] |
| End of year review date and time: | [yyyy-mm-dd] @ [hh:mm] |
NB - Please notify HR of the above dates as soon as possible.
Guidance notes
Line Managers
Please read the Performance Management Guidance document.
Meeting Preparation
At least one week before each review meeting, send a copy of this document by email to the employee you are reviewing. This will give the Job Holder the opportunity to review the areas in which they will be assessed, and to prepare questions / responses.
Line Managers and Job Holders should prepare and print this document and bring it to each meeting.
Objectives / Training and Development Plan
Company Objectives
[Summarise the short term and long terms objectives of the company]
Departmental Objectives
[Summarise the short term and long terms objectives of the department]
Individual Objectives
[Discuss and agree the objectives you set out to achieve during this reporting period with the measures agreed. Comment on achievement or otherwise, with reasons where appropriate. This should reflect individual tasks on the Job Description, which you should also ensure reflects the job.]
| Type [Initial / change] | Objective | Measure [How will the objective be assessed?] | Review date | Achieved? [or % complete] | Comments |
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For more value, this is also found in our Full library and Performance appraisal templates toolkit
This Performance appraisal form template aims to offer you a versatile and customisable tool, serving as a solid foundation for your needs. Utilise it to ensure consistency, enhance accuracy, and save valuable time.
Adapt it to suit your unique requirements, ensuring efficiency and effectiveness in your HR processes.
Related HR resources and workflow
Explore the HR resources that may be relevant before and / or after using the Performance appraisal form, helping you understand the wider process, maintain appropriate documentation and follow a consistent approach.
Our Training and Development Plan template helps you create effective strategies to enhance employee skills and foster professional growth.
Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.
Our templates are developed with UK employment legislation, Acas guidance and HR best practice in mind and are reviewed and updated as relevant requirements change. However, every employment situation is different, so the template should be adapted to the circumstances and checked against the employee's contract and your organisation's procedures before use.
Yes, we highlight the areas of the document that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable format (such as .doc or .xls) so you can customise them easily, and in PDF format for easy sharing.
If you're looking for broader support, we also offer toolkits and library bundles that include the Performance appraisal form template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
AI can produce a document quickly, but effective HR documentation needs to be more than well-written words. It needs to reflect relevant UK employment law, HR best practice, practical considerations and the circumstances in which it will be used. These resources have been professionally developed around that wider HR context, drawing on extensive practical experience, rather than simply generating a generic document from a prompt.
Darryl Horn, Chartered HR Director
Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.
He has extensive practical experience of managing performance appraisal processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.
"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."
"He is someone I trust; consistent, dependable, and committed to doing things properly."
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