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Performance Appraisal Form

The performance appraisal form contains sections to evaluate an employee's performance over the past year. Section 1 involves listing the employee's key responsibilities and accomplishments that went beyond their normal duties. Section 2 contains a questionnaire where the employee and manager provide ratings for the employee's performance across several competencies such as quality of work, communication skills, teamwork, and customer orientation. Section 3 involves the manager providing evaluations of the employee's personal attributes like initiative, innovative thinking, honesty, and professionalism. The form is used to appraise the employee's performance, identify areas for improvement, and set new key responsibilities for the coming year.

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Sameer Bapat
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© © All Rights Reserved
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Download as DOC, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
411 views

Performance Appraisal Form

The performance appraisal form contains sections to evaluate an employee's performance over the past year. Section 1 involves listing the employee's key responsibilities and accomplishments that went beyond their normal duties. Section 2 contains a questionnaire where the employee and manager provide ratings for the employee's performance across several competencies such as quality of work, communication skills, teamwork, and customer orientation. Section 3 involves the manager providing evaluations of the employee's personal attributes like initiative, innovative thinking, honesty, and professionalism. The form is used to appraise the employee's performance, identify areas for improvement, and set new key responsibilities for the coming year.

Uploaded by

Sameer Bapat
Copyright
© © All Rights Reserved
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Performance Appraisal Form

(Performance Review for 2018-2019)


Name: Job Title:
Manager Name: Department:
Date of Joining: Last Appraisal Date:
Evaluated By:

Section 1 : List your current KRAs

a) Please mention the KRAs for the Current Assessment Year. Kindly ensure that each
objective is supported by relevant reports or proofs that can substantiate the same

Sr.
No OBJECTIVES Reports that Reporting Frequency of
demonstrate this KRA Manager Reports
Eg. To achieve a monthly sale of 60 Oct Month Sales report (excel (Name of Reports submitted
Lakhs file) Mgr/HOD) Bi- Monthly

b) Has the employee ever gone BEYOND his/her regular scope of work and done anything
extra? If yes, please elaborate below & substantiate with reports or examples

Sr. Additional task done Report or example to


No showcase the same

Section 2 - Key Performance Indicators (KPI)

Describe the employees contributions in each of the performance categories structured below:

Points to Note: In the HOD’s rating section the HOD should rank each Competency out of a
total of ten points. Each competency listed below carries a total of 10 points and the HOD
should decide how much each employee should get out of 10

1
EMPLOYEE TO FILL MANAGER TO FILL HOD’S
RATIN
G
( ___ /
10)

Competency Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

Quality of Work
Completes high-quality 5 5 5 5 5 5 5 5
work according to 4 4 4 4 4 4 4 4
specifications. Follows
standards and 3 3 3 3 3 3 3 3
procedures. Keeps
complete records. 2 2 2 2 2 2 2 2
Pays attention to
1 1 1 1 1 1 1 1
details. Is thoroughly
aware of all his/her
KRAs

Continuous 5 5 5 5 5 5 5 5
Improvement
Continually looks for 4 4 4 4 4 4 4 4
ways to improve and
3 3 3 3 3 3 3 3
promote quality.
Applies feedback to 2 2 2 2 2 2 2 2
improve performance.
Continually looks for 1 1 1 1 1 1 1 1
innovative ways to
make process more
lean & efficient

Job Knowledge 5 5 5 5 5 5 5 5
Possesses skills and
knowledge to perform 4 4 4 4 4 4 4 4
the job competently.
3 3 3 3 3 3 3 3
Maintains SOPs &
constantly updates the 2 2 2 2 2 2 2 2
same
1 1 1 1 1 1 1 1

Communication 5 5 5 5 5 5 5 5
Skills
Organizes and 4 4 4 4 4 4 4 4
expresses ideas and
3 3 3 3 3 3 3 3
information clearly,
using appropriate and 2 2 2 2 2 2 2 2
efficient methods of
conveying the 1 1 1 1 1 1 1 1
information. Maintains

2
communication to the
team & discusses
updates to Manager
Interpersonal Skills 5 5 5 5 5 5 5 5
Is sensitive to the
needs, feelings and 4 4 4 4 4 4 4 4
capabilities of others.
3 3 3 3 3 3 3 3
Approaches others in a
non-threatening and 2 2 2 2 2 2 2 2
pleasant manner and
treats them with 1 1 1 1 1 1 1 1
respect. Very good
team working skills.
Happy to help
colleagues with their
work too.

Conflict Resolution 5 5 5 5 5 5 5 5
Expresses alternative
points of view in a non- 4 4 4 4 4 4 4 4
threatening way.
3 3 3 3 3 3 3 3
Knows when it is
appropriate to 2 2 2 2 2 2 2 2
compromise and when
it is important to take a 1 1 1 1 1 1 1 1
stand.

Teamwork or
Leadership Skills (as
applicable)

Provides guidance and


support to the team. Is 5 5 5 5 5 5 5 5
an effective mentor
and leads by example 4 4 4 4 4 4 4 4
Works on projects as 3 3 3 3 3 3 3 3
part of a team,
exchanging ideas and 2 2 2 2 2 2 2 2
contributing skills that
complement those of 1 1 1 1 1 1 1 1
the other team
members.

3
Ethics 5 5 5 5 5 5 5 5
Maintains high level of
character and a 4 4 4 4 4 4 4 4
professional attitude. Is
3 3 3 3 3 3 3 3
able to conform and
promote the company’s 2 2 2 2 2 2 2 2
standards of conduct.
High level of integrity & 1 1 1 1 1 1 1 1
honesty.

Customer Oriented 5 5 5 5 5 5 5 5
Manages expectations
of all internal as well as 4 4 4 4 4 4 4 4
external stakeholders.
3 3 3 3 3 3 3 3
such as team mates,
seniors, clients and 2 2 2 2 2 2 2 2
vendors
1 1 1 1 1 1 1 1

Professionalism:
Has a professional 5 5 5 5 5 5 5 5
attitude towards work.
Follow all procedures & 4 4 4 4 4 4 4 4
HR Policies. Is
punctual and dedicated 3 3 3 3 3 3 3 3
towards work. 2 2
2 2 2 2 2 2
1 1 1 1 1 1 1 1

c) What have been the areas of growth in the responsibilities in the past year? (Kindly attach details
of additional tasks or projects handled)

4
d) Kindly specify the KRAs for the next year (i.e. : from now until the next appraisal)

Sr. No Objectives Measured by (Reports / Remarks


Data)

Section 3 - PERSONAL ATTRIBUTES (Manager/ HOD to Fill)

3.a ) Managing Information (Reporting)


Keeps reports of all work done. Is very meticulous in reporting every detail. Discusses feedback
and suggests improvements where required
 Always
 Sometimes
 Yes, but reluctantly
 Never
3.b) Initiative
Self-starter - Works independently to solve problems. Looks for opportunities to shoulder
additional responsibility.
 Always
 Sometimes
 Yes, but reluctantly
 Never
3.c) Innovative Thinking
Looks for ways to improve effectiveness by implementing new ideas and more efficient
approaches, gives suggestions to improvise the process & make it more cost effective & lean.
 Yes, always
 Sometimes
 Reluctant contributor
 Never

3.d) Seeking Feedback


Proactively seeks performance feedback and identifies approaches to improve own
performance, constantly cascades all information/learnings to team, has regular feedback
session with Sr. Management

5
 Always
Sometimes
When asked to do- not on own will
Never
3.e) Honesty
Very high on integrity. Can be completely trusted with Critical data.

Yes/No – Explain with comments

3.f) Follows Rules and Regulations

Yes/No – Explain with comments

3.g) Customer Oriented


Manages expectations of Internal as well as External Customers

Yes/No – Explain with comments

3.h ) Professionalism
Is punctual at work. Well dressed, well spoken, treats everyone with respect. Polished in
appearance, attitude and manners. Knows his/her work and does it well.

3.i) Communication Skills


Maintains Transparent and effective communication with Senior management, peers and others
in the team regarding his / her work updates. Is strong in written as well as verbal
communication

3.j) Process Management Skills


Has strong business skills. Knows how to reduce cost and suggests ways to improve process efficiency.
Always has a solution for a problem or a way to reduce its negative impact on the business.

6
Manager / HOD to fill :
FINAL SCORE IN PERSONAL ATTRIBUTES : _____ out of 10 points

Section 4 – Career Development Framework


The employees line manager to mention areas of weakness and chart a development plan which could
include relevant trainings, mentoring plans, work partnering, cross-training plans or any soft skill
development. This should not only have a positive impact on the employees current work capability but also
enhance his/her knowledge and lead to personal and professional growth in the future.

Training Plan Benefit to Process

FINAL APPRAISAL RATING (to be filled by Manager / HOD ) : __________


Employee’s Signature : __________________ Date : _________________________

Manager’s Signature: ___________________ Date : _________________________

(Employees signature on this document affirms that the employee has discussed the appraisal and the
ratings with his/her manager and all comments / development areas have been discussed and agreed
between the employee and manager)

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