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Performance Appraisal
1. Employee Information: Basic details of the employee including name, position, department, and employee ID
2. Evaluation Period: Specific timeframe covered by the appraisal
3. Performance Criteria: Clear outline of the key performance indicators and competencies being evaluated
4. Rating Scale: Definition of the rating system used for evaluation
5. Performance Assessment: Detailed evaluation of employee performance against set criteria
6. Goals and Objectives Review: Assessment of achievement of previously set goals
7. Development Plan: Future development needs and action plans
8. Employee Comments: Space for employee feedback and responses to the evaluation
9. Signatures: Formal acknowledgment of the appraisal by both evaluator and employee
1. 360-Degree Feedback Summary: Include when the organization uses multi-source feedback as part of the evaluation process
2. Project-Specific Evaluation: For employees involved in significant projects during the evaluation period
3. Leadership Assessment: For employees in management positions, evaluating their leadership capabilities
4. Sales Performance Metrics: For sales roles, including specific sales-related performance indicators
5. Technical Skills Assessment: For technical roles, detailed evaluation of specific technical competencies
6. Compliance and Risk Management: For roles with significant compliance responsibilities
7. Remote Work Performance: For employees working remotely, assessing effectiveness in virtual environment
1. Schedule A - Performance Metrics Definitions: Detailed definitions and calculations for all performance metrics
2. Schedule B - Competency Framework: Detailed description of competencies and their assessment criteria
3. Schedule C - Goal Setting Form: Template for documenting goals for the next evaluation period
4. Schedule D - Development Plan Template: Structured template for recording development activities and timelines
5. Schedule E - Self-Assessment Form: Template for employee self-evaluation
6. Appendix 1 - Rating Scale Guidelines: Detailed guidelines for applying the rating scale consistently
7. Appendix 2 - Appeal Process: Documentation of the process for appealing evaluation results
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