Performance Appraisal Form Filled Sample EXCEL

PERFORMANCE APPRAISAL AND EVALUATION FORM

CONFIDENTIAL

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I. EMPLOYEE INFORMATION

• Employee Name: [__________________________]
• Employee ID: [__________________________]
• Job Title: [__________________________]
• Department: [__________________________]
• Manager/Supervisor: [__________________________]
• Appraisal Period: [_____] to [_____]
• Date of Review: [__________________________]

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II. PERFORMANCE RATING SCALE

• 5 – Exceptional: Performance consistently exceeds expectations.
• 4 – Exceeds Expectations: Performance frequently exceeds requirements.
• 3 – Meets Expectations: Performance consistently meets requirements.
• 2 – Needs Improvement: Performance occasionally fails to meet requirements.
• 1 – Unsatisfactory: Performance consistently fails to meet requirements.

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III. CORE COMPETENCIES & PERFORMANCE METRICS

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IV. GOAL ATTAINMENT REVIEW

Review of objectives set during the previous appraisal period.

1. Objective 1: [_________________________________________]
   • Status: [________________] | Outcome: [_________________________________________]
2. Objective 2: [_________________________________________]
   • Status: [________________] | Outcome: [_________________________________________]

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V. PROFESSIONAL DEVELOPMENT & FUTURE OBJECTIVES

• Areas for Growth: [_________________________________________________________]
• Training/Resources Required: [__________________________________________________]
• Key Objectives for Next Period: [__________________________________________________]

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VI. OVERALL PERFORMANCE SUMMARY

[____________________________________________________________________________________] [____________________________________________________________________________________]

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VII. ACKNOWLEDGMENT AND SIGNATURES

The signatures below indicate that this appraisal has been discussed with the employee. The employee’s signature does not necessarily denote agreement with the contents, but acknowledges that the review has been conducted.

Manager Signature:

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Date: [________________]

Employee Signature:

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Date: [________________]

HR Representative Signature:

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Date: [________________]

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This document constitutes a formal record of employment evaluation and shall be maintained in the employee’s permanent personnel file.

Performance Review: Spreadsheet Template

Copy this grid into Google Sheets or Excel and fill in the blank cells with your own figures. Subtotals, totals and calculated cells carry live spreadsheet formulas, so the sheet updates itself as you type.