Performance Appraisal Format in WORD

PERFORMANCE APPRAISAL AND EVALUATION RECORD

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I. EMPLOYEE INFORMATION

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

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II. PERFORMANCE EVALUATION CRITERIA

Please rate the employee on a scale of 1 to 5 (1: Unsatisfactory, 2: Needs Improvement, 3: Meets Expectations, 4: Exceeds Expectations, 5: Outstanding).

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III. GOAL ATTAINMENT REVIEW

Review of objectives set for the previous appraisal period.

1. Objective: [] | Status: []
2. Objective: [] | Status: []
3. Objective: [] | Status: []

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IV. PROFESSIONAL DEVELOPMENT & FUTURE OBJECTIVES

Key Strengths: [_____________]
Areas Requiring Improvement: [______________________________________________]
Proposed Goals for Next Period: []
Training/Development Needs: [_______________________________________________]

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V. OVERALL PERFORMANCE SUMMARY

[] [] [______________________________________________________________________________]

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VI. ACKNOWLEDGMENT AND SIGNATURES

Employee Statement: I acknowledge that I have participated in this performance appraisal. My signature does not necessarily indicate agreement with the contents, but signifies that the appraisal has been discussed with me.

Employee Signature: ___________________________ Date: [//______]

Manager Statement: I confirm that this performance appraisal is an accurate reflection of the employee’s performance during the specified period and has been reviewed in accordance with company policy.

Manager Signature: ___________________________ Date: [//______]

Human Resources Representative: ___________________________ Date: [//______]

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CONFIDENTIAL: This document contains proprietary information and should be stored in the employee's permanent personnel file.

Template Document: Performance Appraisal Format in WORD

• Purpose: This standard operating procedure establishes a structured method for completing the performance appraisal format in Word to ensure fair evaluations.

• Scope: This procedure covers all managers and employees participating in the annual performance appraisal process across the organization.

• Document owner: [Role or team]

• Effective date: [Date]

• Version: [Version number]

• Applies to: [Team, department or process]

Roles and responsibilities

Procedure

1. Open the performance appraisal template document in [Word application name] on [Date]. (Responsible: Employee)
2. Enter the employee name, ID, job title, department, reporting manager, and appraisal period into section one. (Responsible: Employee)
3. Rate the employee on all key performance indicators using the numerical scale provided in section two. (Responsible: Reporting Manager)
4. Document specific performance examples and comments for each evaluation criterion within the designated table cells. (Responsible: Reporting Manager)
5. Review prior goals and record the attainment status and completion percentage in section three. (Responsible: Reporting Manager)
6. Outline professional development plans and future objectives for the upcoming review cycle in section four. (Responsible: Reporting Manager)
7. Calculate and enter the overall performance summary score and final recommendation in section five. (Responsible: Reporting Manager)
8. Schedule a formal review meeting with the employee to discuss the completed evaluation details by [Date]. (Responsible: Reporting Manager)
9. Capture employee feedback and final comments during the appraisal discussion session at [Location name]. (Responsible: Reporting Manager)
10. Obtain electronic signatures and dates from both the evaluator and the employee in section six. (Responsible: Employee)
11. Submit the finalized Word document to the human resources department portal by [Time]. (Responsible: Reporting Manager)

Records and revision

• Prepared by: [Full name]
• Reviewed by: [Full name]
• Date completed: [Date]
• Signature: ______________________
• Date signed: [Date]