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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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View nowThis 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.
Check which resources should be implemeted before and/or after the Performance appraisal form template, to understand the workflow.
Our Training and Development Plan template helps you create effective strategies to enhance employee skills and foster professional growth.
Yes. The Performance appraisal form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
Absolutely. As with the Performance appraisal form template, all of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
Yes, we highlight the areas of the Performance appraisal form template 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 the Performance appraisal form template instantly. Templates are provided in editable Word or Excel format 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.
The risk of using a free AI-generated template 'without review' includes your legal exposure, missing context, and no awareness of the wider process, whereas purchasing the Performance appraisal form template from us mitigates that risk.
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