Performance appraisal form template
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.
Performance appraisal form
| 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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What is this for?
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.
Extended guidance
