Appraisal form

Appraisal form

Employee’s name:

Clock/payroll no:

Job title:

Department:

Date of engagement:

Date of appointment to current role:

Manager:

Date of meeting:

 

Part 1 – performance assessment

A. Which objectives were set at the previous appraisal meeting and were they achieved?

 

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B. What are the employee’s key strengths?

 

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C. Are there any factors which have adversely affected the employee’s performance?

 

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D. What are the key areas in which the employee needs to improve?

 

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E. Any other observations?

 

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F. How would you rate the employee on the following?

Excellent Good Satisfactory Improvement required
 

Uses initiative to solve problems

 

 

Can be relied upon to deliver on commitments

Works to high standards

 

Maintains a high work rate

 

 

 

Has thorough knowledge of the job

 

 

Works well as part of a team

 

 

Exercises sound judgment

 

 

Takes responsibility for problems and is accountable for actions

 

 

Part 2 – Objectives

The following objectives have been agreed for the next [3 months/6 months/year]:

Objectives agreed Action required to implement Target date
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2.

 

 

3.

 

 

4.

 

 

 

Part 3 – Training and development

The following training/development activities have been agreed for the next [3 months/6 months/year]

 

Training/development activities agreed Action required to implement Target date
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Manager’s signature:………………………………………………………………………………

Employee’s signature:………………………………………………………………………………

Date:……………………

Please forward this form to the senior manager responsible for reviewing the appraisal.

Reviewing Manager’s signature:…………………………………………………………………

Date:…………………….

Once this form has been completed both manager and employee should retain a copy and one copy to be forwarded to [Person responsible for employee records]