0% found this document useful (0 votes)
48 views

Sample Performance Management Template v1

The document appears to be an annual performance assessment form for an employee. It includes sections for key results areas, assessment criteria and weighting, performance rating indicators, areas for improvement, required trainings, employee and manager comments and signatures. The form also includes a section for target setting for the new financial year.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
48 views

Sample Performance Management Template v1

The document appears to be an annual performance assessment form for an employee. It includes sections for key results areas, assessment criteria and weighting, performance rating indicators, areas for improvement, required trainings, employee and manager comments and signatures. The form also includes a section for target setting for the new financial year.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 9

ANNUAL PERFORMANCE ASSESSMENT

Name : Employee ID:


Position : Department :
Immediate Superior : Assessment Period :

Demonstrated Results
(Please click on the appropriate box)

Successfully
Exceeded Partially Meet Did Not Meet
Key Results Area & Assessment Criteria Weightage Expectations
Meet
Expectations Expectations
(100%) Expectations
Consistently Meet and often Meet but often Does not meet
exceeds exceeds falls short of and significant
performance performance performance improvement
standards standards standards needed

Ability to execute assigned tasks successfully


Job Knowledge

Demonstrates strong knowledge of the job/tasks/product


30%
Able to guide others on the job

Ability to solve problem proactively

Consistently produce high quality work/output


Quality of Work

Meticilous and detailed in accomplishing the task


25%
Able to idenitfy potential issues early

Able to idenfities areas for improvement proactively

Able to work as a team and adds to team's strength


Behaviour/Attitude

Transparent and high work ethics in discharging work


25%
Takes initiatives and strive for excellence

Conscious on cost and profitfability

Ensures safety matters (including Covid-19 measures)


are adhered and implemented

Role model to other employees


Others

20%
Makes effort to self improve

Takes calculated risks and implement counter


measures to achieve goals.

100% Total Score

Exceeded Successfully Meet Partially Meet Did Not Meet


Performance Rating
Expectations Expectation Expectations Expectations

Assessment Scoring 3.50 - 4.00 3.00 - 3.49 2.00 - 2.99 1.00 - 1.99
Areas for Improvement

Trainings Required/Development Measures

Employee Comments/Feedback

Performance Improvement Plan (PIP) (Please tick if relevant)


Required Remarks
Not Required

Comencement Date :

Employee Signature Superior/Assessor Singnature Head of Department Singature

Name : Name : Name :

Date : Date : Date :

For Human Resource/Admin Use

Received on : Received by :

Remarks :

Target Setting for New Financial Year Assessment Period :


Keyt Result Area Details on Expectation

Ability to execute assigned tasks successfully Fill in for new year


Job Knowledge

Demonstrates strong knowledge of the job/tasks/product Fill in for new year

Able to guide others on the job Fill in for new year

Ability to solve problem proactively Fill in for new year

Consistently produce high quality work/output Fill in for new year


Quality of Work

Meticilous and detailed in accomplishing the task Fill in for new year

Able to idenitfy potential issues early Fill in for new year

Able to idenfities areas for improvement proactively Fill in for new year

Able to work as a team and adds to team's strength Fill in for new year
Behaviour/Attitude

Transparent and high work ethics in discharging work Fill in for new year

Takes initiatives and strive for excellence Fill in for new year

Conscious on cost and profitfability Fill in for new year

Ensures safety matters (including Covid-19 measures)


Fill in for new year
are adhered and implemented

Role model to other employees Fill in for new year


Others

Makes effort to self improve Fill in for new year

Takes calculated risks and implement counter


Fill in for new year
measures to achieve goals.

Employee Signature Superior/Assessor Singnature Head of Department Singature

Name : Name : Name :


Date : Date : Date :

Note :
1. Please use additional shett if necessary
2. Please use SMART target
3. A copy of the target setting and assessment for current year to be given to employee
4. Ensure proper development measures/trainings are identified
5. Employees are advised to seek clarification from superior from time to time and keep the superior on your progress.
t
e

C
o
l
u
m
n

&

T
.

I
t

i
s

f
o
r
m
u
l
Please fill a
r
Please fill
i
s
e
Please fill d

Please fill

Please fill

Please fill

Please fill

Please fill

Please fill

Please fill

Please fill

Please fill

Please fill

Please fill

Please fill

Please fill

###
Instruction/Notes
1. Do not delete column S & T. These column is hidden. The column is formularised.
2. Do not delete colum R. It is formularised
3. You can change the weightage to suit your needs but max is 100%.
4. You may change Key Results Area & Assessment Criteria to suit your needs.
5. To uncheck the button, right click on the button, click format control and then click 'unchecked'.
6. Keep the assessment lean & simple. If you want to add the assessment criteria, pls get an excel expert to help you.
6. This from is design with 4 rating. You may add additional rating, but you need to get an Excel expert to help you
7. If you want to change the Assessment Scoring, get an excel expert to help you
8. For targets that are numerical, ie, sales, or projects, etc can be recorded in other documents and the outcome reflected in t
9. You may change the assessment ratings to others such as below; or any other ratings

Example 1 Example 2 Example 3


Exceeded Expectations Outstanding 1

Successfully Meet Expectations Good 2

Partially Meet Expectations Average 3

Did Not Meet Expectations Poor 4

10. From the assessment you can then determine the increment and/or bonus as below; (an example)
Performance Rating Increment Amount Bonus
Exceeded Expectations 6% 3 months
Successfully Meet Expectations 3% 2 months
Partially Meet Expectations 1% 0.5 months
Did Not Meet Expectations 0 0

11. Avoid measuring disciplinary issues in performance assessment. Disciplinary issues must be dealt with on time as and whe

12. To promote an employees, it is advisable to only promote someone with at least 2 years of Exceeded Expectations and or/
'unchecked'.
get an excel expert to help you.
t an Excel expert to help you

ocuments and the outcome reflected in this assessment form.

Example 4 Example 5
Excellent A

Good B

Satisfactory C

Below Satisfactory D

ow; (an example)

Employees goes into PIP

s must be dealt with on time as and when it happens, else it can be said to be condoned.

2 years of Exceeded Expectations and or/Successfully Meet Expectations.


No S M
SPECIFIC MEASURABLE
1

6
A R
ACHIEVABLE REALISTIC/RELEVANT
T
ACHIEVABLE/AMBITIOUS

You might also like