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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

50+ Annual Performance Appraisal Form Samples [Free


Download]
By Hitendra Rathore - May 8, 2019

The success of a performance management process heavily relies on selecting a good


performance appraisal form. It is essential to find one that suits the nature of your
business and performance management needs. A performance appraisal form should
be able to collect all the necessary information needed to manage performance easily.

Get Free Demo: Best Performance Management Software in 2019

We have compiled a list of 55 performance appraisal forms that could work for a
variety of businesses and performance management objectives:

Templates by SmartSheet

1. Simple Performance Review Template

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

This is a simple template which can be used when in-depth feedback is not
necessary. A list of skills and performance traits are listed. They are supposed
to be rated from “Poor” to “Excellent.” There is a section where details about
goals and additional comments can be included.

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Format: Excel

Download Simple Performance Review Template

2. Employee Evaluation Form

This form facilitates a detailed annual performance review. There is a section


for evaluating measurable objectives. Additional comments can be made
against each particular. There is a section to evaluate performance traits, and

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

there is also a section for self-evaluation and the employee’s evaluation of the
manager.

Format: Excel

Download Employee Evaluation Form

3. Annual Manager Evaluation Form

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

This form can provide a detailed performance assessment of employees in


managerial roles. There is a section for evaluating measurable objectives.
Another part assesses specific management competencies. There is also space
for self-assessment and adding a summary of the manager’s overall
performance competencies.

Format: Excel

Download Annual Manager Evaluation Form

4. Employee Attendance Tracker

This template can be used to track the employee’s attendance and leave data.
The leave data may include planned and unplanned leaves. It can help the
manager evaluate the employee’s work availability and can be used during the
appraisal process. It is simple and easy to use.

Format: Excel

Download Employee Attendance Tracker

5. Employee Training Plan Template

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Source: Smartsheet

This employee evaluation form can be used to set training objectives and track
their status over ninety days. They may be used for new joiners as a part of
the onboarding process or for employees taking up a new role.

Format: Excel, Word, and PDF

Download Word Download PDF Download Excel

6. Group Evaluation Form

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Smartsheet

This is a simple, yet effective form to assess the strengths and weaknesses of a
group within the organization. Individual employees are given ratings for all the
listed competencies. An overall score for the group is determined based on
those ratings.

Format: Excel

Download Group Evaluation Form

7. Annual Performance Review Template

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Smartsheet

This performance review template has three sections. One section notes the
current responsibilities of the individual. The other article assesses the
employee’s performance, strengths, weaknesses, and future goals. The third
section records additional comments or feedback. This form can be used to
record vivid details of an employee’s performance.

Format: Word

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Download Annual Performance Review Template

8. Professional Development Plan Template

SmartSheet

This employee review form can be used to create a development plan for an
employee for over five years. The goals are classified as middle-range (crucial),
middle-range (significant) and long-range (long-range) to address immediate
as well as future development needs.

Format: Word

Download Professional Development Plan Template

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

9. Mid-Year Evaluation Form

Smartsheet

This form can facilitate an insightful, detailed and descriptive discussion


between the manager and the employee ahead of the annual appraisal process.
They can discuss where the employee stands at the halfway point and what can
be done during the rest of the year to improve performance.

Format: Word
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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Download Mid-Year Evaluation Form

10. Introductory Period Performance Review Template

Smartsheet

This form can be used to evaluate new joiners at the end of the probationary
period. It contains a list of performance objectives and a rating scale. Space
has been provided to record any additional feedback and also training needs if
any.

Format: Word

Download Template

11. Employee Self-Evaluation Form

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Smartsheet

This evaluation form allows the employee to make a note of his or her
responsibilities, develop goals related to them and assess his or her
performance in an open-ended manner. It allows the manager and the
employee to have a similar understanding of the employee’s performance.

Format: Word

Download Employee Self-Evaluation Form


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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

12. Upward Feedback Template

Smartsheet

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

This template can be used by employees to provide feedback on their


managers in descriptive detail. Employees can give feedback on the manager’s
ability to accomplish responsibilities and achieve goals. Employees can also
offer instances of exceptional performance and suggest areas of improvement.

Format: Word

Download Upward Feedback Template

13. Peer Review Template

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Smartsheet

This performance review form can be used in organizations as a part of the


360-degree performance feedback process. Employees can rate their peers
anonymously on the listed competencies. They can also include comments on
the employee’s strengths and also mention areas of improvement.

Format: Word
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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Download Peer Review Template

Templates by TidyForms

14. Performance Appraisal Form

This performance appraisal form contains a list of performance factors.


Employees are supposed to be rated on them. There is a detailed guide that
explains each of the performance factors and also the levels of performance
that one must choose from to rate the employee.

Format: PDF

Download Performance Appraisal Form

15. Evaluation Form

This form can be used for employees as well as supervisors. They can be rated
on performance expectations based on their responsibilities. Actual
achievements, strengths, and areas of improvement can be added in an open-
ended manner. A final rating can be provided, and a development plan can be
suggested.

Format: PDF

Download Evaluation Form

16. Performance Evaluation Template

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

This performance assessment form requires the evaluator to rate employees on


various performance factors such as “Job Knowledge,” “Productivity” etc. and
rate them by selecting options ranging from “Does Not Meet Expectations” to
“Exceeds Expectations” and add comments against each rating.

Format: PDF

Download Performance Evaluation Template

17. Performance Review Form

This employee evaluation form requires the employee to be rated on various


skills and behavioral traits. An explanation has to be provided with each rating.
There are also sections for summarizing the employee’s performance and goal
setting and development planning for the following year.

Format: PDF

Download Performance Review Form

Templates by Wofoo Forms

18. Employee Performance Evaluation

This template is relatively easy to use. Employees are required to be rated on


several statements that are divided into various sections such as Job
Knowledge, Planning and Problem Solving, Productivity, etc. Parts have been
given to describe strengths, areas of improvement and make additional
comments.

Format: Online form that you can download as PDF

Download

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

19. Employee Performance

This is a short questionnaire. To answer these questions, one must select an


option from those given for each item. At the end of the poll, there is space for
the evaluator to comment on what the employee can do to improve his or her
performance.

Format: Online form that you can download as PDF

Download

20. Management Performance

This form can be used by employees to provide feedback on the management


of the organization. It is a short and simple questionnaire. A set of options as
answers accompanies each question. There is space for employees to comment
on how management can become more productive.

Format: Online form that you can download as PDF

Download

21. 360 Assessment Survey

As per the 360-degree method of performance appraisal, managers, peers and


also the employees themselves can use this form and provide ratings on
statements relating to the employee’s business focus, customer focus,
leadership, etc. At the end of each of these sections, a comment box has been
provided.

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Format: Online form that you can download as PDF

Download

22. Supervisor Performance

This evaluation form can be used by employees to provide feedback on their


immediate supervisors. They must answer a few multiple-choice questions and
at the end of the questionnaire, they can comment on how the supervisor can
improve his or her performance.

Format: Online form that you can download as PDF

Download

23. Department Performance

With this feedback form, employees in a department can provide feedback


about the department as a whole, the team members in the department and
also the supervisor(s) of the department. It is a questionnaire with a small set
of questions with multiple-choice answers.

Format: Online form that you can download as PDF

Download

Templates by Emory.edu

24. Performance Log

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

It can be used to document the performance of the employee during the


evaluation period. Managers or employees must enter a date, logan instance of
excellent performance and choose which competency was displayed by the
employee and how that was achieved.

Format: Word

Download Word

25. Professional Development Plan Template

This is a comprehensive activity guide to help the employee and the manager
to create a development plan based on short-term, mid-range and long-term
goals. Employees must outline three clear goals. There are three development
action plan forms for each of the three goals.

Format: Word

Download Word

26. Upward Feedback Form

Using this form, employees can provide open-ended and detailed feedback on
their immediate supervisors. The way contains just three questions, with one
question each on the supervisor’s strengths, areas of improvement and any
additional comments that the employee would like to make, respectively.

Format: Word

Download Upward Feedback Form

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

27. Self-Evaluation Form- Mid-Year Review (Non-Manager)

This is a self-evaluation form containing a list of competencies such as


“Customer Focus,” “Functional Knowledge/Skills,” “Problem Solving Skills” etc.
Employees are required to make detailed notes against each particular and
explain how they have fared concerning the competency.

Format: Word

Download Word

28. Self-Evaluation Form- Mid-Year Review (Manager)

Managers are required to evaluate their performance, as employees in a


leadership role, and against each competency in the given list, they must
explain how they have fared about the level of performance expected from
them. There is also space for additional notes.

Format: Word

Download Word

29. Mid-Year Evaluation Form (Non-Manager)

Managers must add notes against each competency in the given list of
evaluation areas and explain how the employee’s performance has fared as per
the expected standards of achievement so far in the evaluation period. They
may also provide make recommendations at the end of the evaluation.

Format: Word

Download Word

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

30. Mid-Year Evaluation Form (Manager)

Managers can be evaluated on their skills by their supervisors by adding notes


about how they have fared in terms of building trust, delivering results, etc.
halfway into the evaluation period and what they can do during the rest of the
evaluation period to improve their performance.

Format: Word

Download Word

31. Six-Month Evaluation Form (Non-Manager)

When a new joiner completes six months in the organization, the managers can
assess them on various competencies and make detailed notes about how they
have performed concerning that competency, what they can do better, and
award a suitable rating.

Format: Word

Download Word

32. Six-Month Evaluation Form (Manager)

When a new joiner completes six months in a managerial role, they can be
assessed using this form. Notes can be made about how the employee has
fared as an employee, and a manager and the areas of improvement can be
highlighted.

Format: Word

Download Word

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

33. Annual Self-Evaluation Form (Non-Manager)

This form can be used as a part of the annual appraisal activity. It contains a
list of competencies and a column to make detailed notes against each skill.
Employees must evaluate their performance and add notes about how they
believe that they have fared.

Format: Word

Download Word

34. Annual Self-Evaluation Form (Manager)

Managers may use this form during the annual appraisal activity to evaluate
how they have fared during the year. The way contains a list of competencies
against each of which they may add notes about how they have performed and
also what they have done to lead and develop their teams effectively.

Format: Word

Download Word

35. Annual Evaluation Form (Non-Manager)

Using this performance evaluation form, managers can assess employee


performance at the end of the year based on the listed competencies and
award a rating to the employee. They may justify their scores by adding notes
against each particular. Each skill is rated to arrive at an overall rating.

Format: Word

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Download Word

36. Annual Evaluation Form (Manager)

Using this employee review form, managers can be evaluated at the end of the
evaluation period based on various competencies. Detailed notes can be made
about how they have fared and a rating can be provided for each skill. Using all
these ratings, an overall rating is awarded.

Format: Word

Download Word

Templates by Lovetoknow

37. Employee Performance Review

In this form, each performance behavior has to be rated on a scale of 1 to 5,


where 1 stands for “Deficient” and five stands for “Outstanding.” For a rating of
less than 3, an explanation must be given, and development goals and training
needs must be identified.

Format: PDF

Download PDF

38. Qualitative Performance Review

This form facilitates a qualitative and descriptive review with the help of
illustrative examples. The manager must explain in detail what the employee

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

does well and the areas that need improvement in various areas of
performance. They must also list the employee’s top three accomplishments,
strengths, and goals.

Format: PDF

Download PDF

39. Employee Self-Evaluation Questionnaire

The performance appraisal form contains an open-ended questionnaire where


employees must give elaborate answers to questions related to their career
development and a rating scale where they must rate specific performance
traits. They may also share any additional feedback or comments.

Format: PDF

Download PDF

40. Peer Review Questionnaire

This anonymous evaluation form is useful in the 360-degree performance


evaluation process. The short evaluation form contains a list of statements
related to the employee’s performance. The employee is required to rate his or
her peer on a scale of 1-5 for each account.

Format: PDF

Download PDF

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

41. Introductory Performance Review

This form can be used at the end of an employee’s probationary period. Based
on their observations, managers must rate the employee on each performance
area in the given list. Strengths, goals and training needs must be described in
the form. Overall feedback must be noted.

Format: PDF

Download PDF

Templates by PerformanceReviews

42. General Employee Appraisal Form

This performance evaluation form is easy to use. The evaluation form contains
a series of “Yes” and “No” questions related to the employee’s performance. At
the end of the questionnaire, the evaluator must provide general feedback for
the employee.

Format: Word

Download Word

43. Essay Employee Evaluation Form

This employee review form contains a short answer section, a competency


rating section, and a general comments section. With the help of detailed
statements and even illustrative examples, the evaluator must comment on the
performance of the employee in his or her responses.

Format: Word

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Download Word

44. Graphics Rating Employee Appraisal Form

This employee review template is based on the graphical rating scale method of
performance evaluation. The attributes of employee performance and behavior,
such as “attitude” and “punctuality” are listed, and they have to be rated on
the given scale.

Format: Word

Download Word

45. 360-Degree Performance Appraisal Form

This performance appraisal form is based on the 360-degree performance


evaluation method. The employee’s peers, subordinates, managers, and the
employee as well, can use this form to submit feedback anonymously. The
evaluation is based on factors such as teamwork and leadership qualities.

Format: Word

Download Word

46. Forced Ranking Appraisal Form

This form is suitable for the forced ranking method of appraisal. This form can
help managers decide how to rank their employees across the bell curve.

Format: Word

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Download Word

Templates by Acas.org

47. Appraisal Form for Manual Workers

This is a simple form designed for manual workers. It is based on the graphical
rating scale method. The listed performance areas must be rated from A to D,
where A stands for “Well ahead of the standard” and D stands for
“Unsatisfactory- below the standard reasonably expected.” It has some space
for general comments.

Format: Word

Download Word

48. Appraisal Form Based on Job Objectives

In this form, a summary of the employee’s achievement against the predefined


objectives must be recorded, areas of improvement must be highlighted,
training and development requirements must be listed, and any details related
to career planning for the employee must be mentioned.

Format: Word

Download Word

49. Appraisal Form for Earmarking Potential for Promotion

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

This evaluation form can be used to document the employee’s potential for
promotion. The current assessment of possibility must be indicated. The
employee’s aspirations, work experience, and pieces of training are mentioned.
A counter-signing manager is also required to weigh in.

Format: Word

Download Word

50. Self-Appraisal Form

The form begins with making some inquiries about the employee’s clarity on his
or her job roles and performance expectations. Then through a series of open-
ended questions, the employee is required list accomplishments, challenges,
strengths and areas of improvement.

Format: Word

Download Word

51. Appraisal Scheme Review Questionnaire

This evaluation form is a questionnaire wherein employees within the


organization are asked various questions about their thoughts on the appraisal
process, its effectiveness and also their feedback on it. Questions are also
invited to understand whether they understand the appraisal process.

Format: Word

Download Word

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Templates by SampleTemplates

52. Employee Self-Review Template

This template contains a series of open-ended questions that ask the employee
to explain how he or she has performed based on the expectations of them. In
addition to that, the questions are also aimed at understanding the challenges
that the employee faced during the evaluation period.

Format: PDF

Download PDF

53. 6-Month Employee Review Template

This evaluation form can be used to assess employee performance for over 6
months. This template contains simple, open-ended questions that can provide
meaningful insight into how the employee is faring in his or her job, halfway
through the year.

Format: PDF

Download PDF

54. Employee Performance Review Template

This performance evaluation form requires the evaluator to rate the employee
on various performance criteria and add any comments if necessary. It is a
good template that may come in handy if employees are required to be
evaluated every month.

Format: PDF

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2/3/2020 50+ Annual Performance Appraisal Form Samples [Free Download]

Download PDF

55. Employee Review Template

Ratings are provided by a peer as well as a supervisor on various performance


criteria that are related to general performance and job-specific performance.
After each rating, a comment must be provided to explain the thought process
behind the score. At the end of the evaluation, current goals and achievements
and future goals must be mentioned.

Format: Excel

Download Excel

Hitendra Rathore
https://www.softwaresuggest.com/

Hitendra is the Digital Marketing Executive and Content Analyst at SoftwareSuggest and loves helping

people plan, optimize and launch marketing & content strategies. While digital marketing is his primary job

function by day, hitendra also enjoys spending time with his family and listening to music.

 

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