Performance Appraisal Format in EXCEL

PERFORMANCE APPRAISAL AND EVALUATION FORM

CONFIDENTIAL

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I. EMPLOYEE INFORMATION

Employee Name: [__________________________]
Employee ID: [__________________________]
Job Title: [__________________________]
Department: [__________________________]
Reporting Manager: [__________________________]
Appraisal Period: From [____/____/____] To [____/____/____]
Date of Review: [____/____/____]

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II. PERFORMANCE RATING SCALE

• 5 – Exceptional: Consistently exceeds expectations and standards.
• 4 – Exceeds Expectations: Often performs above the established requirements.
• 3 – Meets Expectations: Consistently fulfills all job requirements.
• 2 – Needs Improvement: Fails to meet some key expectations; development required.
• 1 – Unsatisfactory: Performance consistently below standard.

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III. KEY PERFORMANCE INDICATORS (KPIs) & GOAL EVALUATION

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IV. COMPETENCY ASSESSMENT

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V. SUMMARY OF PERFORMANCE

Manager’s General Comments:
[__________________________________________________________________________]
[__________________________________________________________________________]

Employee’s Self-Assessment/Comments:
[__________________________________________________________________________]
[__________________________________________________________________________]

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VI. DEVELOPMENT PLAN & FUTURE OBJECTIVES

Key Goals for Next Period:

1. [________________________________________________________________________]
2. [________________________________________________________________________]

Training/Professional Development Required:
[__________________________________________________________________________]

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VII. AUTHORIZATION AND SIGNATURES

The signatures below acknowledge that this performance appraisal has been discussed between the Manager and the Employee.

Manager’s Name: [__________________________]
Signature: ___________________________ Date: [____/____/____]

Employee’s Name: [__________________________]
Signature: ___________________________ Date: [____/____/____]

Human Resources Representative: [__________________________]
Signature: ___________________________ Date: [____/____/____]

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Note: This document is intended to be exported to Microsoft Excel for calculation of weighted averages and historical tracking. Please ensure all data is stored in accordance with your organization’s data privacy and confidentiality policies.

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.