Performance Appraisal Form in EXCEL

PERFORMANCE APPRAISAL AND EVALUATION FORM

CONFIDENTIAL

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I. EMPLOYEE AND APPRAISAL INFORMATION

Employee Name: ________________________________
Employee ID: ________________________________
Job Title: ________________________________
Department: ________________________________
Appraisal Period: From [Date] to [Date]
Appraiser/Supervisor Name: ________________________________
Date of Review: ________________________________

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II. PERFORMANCE RATING SCALE

Use the following scale for sections III and IV:

• 5 – Exceptional: Consistently exceeds expectations.
• 4 – Exceeds Expectations: Often performs above requirements.
• 3 – Meets Expectations: Consistently meets requirements.
• 2 – Needs Improvement: Performance inconsistent; requires development.
• 1 – Unsatisfactory: Performance does not meet minimum requirements.

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III. CORE COMPETENCIES AND PERFORMANCE EVALUATION

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IV. GOALS AND OBJECTIVES ACHIEVED

List key performance indicators (KPIs) or objectives established at the beginning of the period.

1. Goal: ________________________________ | Result: ________________________________
2. Goal: ________________________________ | Result: ________________________________
3. Goal: ________________________________ | Result: ________________________________

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V. PROFESSIONAL DEVELOPMENT AND FUTURE GOALS

Areas for Growth:
__________________________________________________________________________
Goals for Upcoming Period:
__________________________________________________________________________
Required Resources/Training:
__________________________________________________________________________

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VI. SUMMARY OF PERFORMANCE

Overall Performance Rating: ________________
General Comments:
__________________________________________________________________________
__________________________________________________________________________

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VII. ACKNOWLEDGMENT AND SIGNATURES

The signature of the employee acknowledges that the appraisal has been discussed with them. It does not necessarily imply agreement with the contents of the appraisal.

Appraiser Signature: ___________________________ Date: ___________

Employee Signature: ___________________________ Date: ___________

Department Head/HR Signature: _________________ Date: ___________

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.