Performance appraisal is an important component of performance management in an organization. Appraisal is the process of constantly assessing the means and ends of an individual’s work in a specific period of time. It measures the performance of the individual while achieving certain predetermined goals. It also identifies the reasons for success and failures so as to address the gaps and set future plans based on the current performance levels. It sets the tone for the employees as well as the organization to achieve meaningful progress in the long term. Performance review comments play a crucial role in this process, providing constructive feedback and guidance to employees on their strengths, areas for improvement, and overall performance trajectory. These comments serve as a tool for communication between managers and employees, fostering transparency, accountability, and continuous growth within the organization.
The key tool for evaluating an employee’s performance is the employee evaluation form. We have earlier explored in detail the Employee Performance Review process and the importance of templates. In this article, in addition to broadly customizing a performance review template for review, it is also important to have an in-depth understanding of the employee appraisal form, which is the questionnaire that the employees get to fill.
The employee appraisal form is carefully designed in line with the objectives and expected outcomes of the review, in order to get the most accurate reflection of the employees’ performance in the review period. To get the right outcomes, you need to ask the right questions to the employee. This article explores the vital components of an effective appraisal form and gives insights on how to fill it.
An effective performance appraisal form is based on following essential parameters of a review. Download a sample Employee appraisal form.
1. Goals and Objectives achieved, missed and newly set
The nature of goals and objectives of an employee varies according to the job description. The employee appraisal form needs to have the objective of the review, job description and goals set for the particular position mentioned clearly.
In a self-appraisal, this section needs to bring out details such as the status of the goals that were set for the review period, the key skill or strength of the employee that helped the employee achieve each of the goals and the challenges he/she faced in achieving them. For goals management, OKR is the golden standard and a comprehensive view of ‘what OKRs are’ is available here.
2. Competencies
Achievement of goals is not the only indicator of an employee’s performance. There are several competencies that define the employee’s performance. These competencies are indispensable for the employee to contribute to the organization and his/her team in an effective manner. These performance parameters can be measured quantitatively, and hence the rating scale should be clearly mentioned. Following are some of the competencies that can be assessed in a performance appraisal.
3. Feedback with open ended questions
The employee should be given space in a performance appraisal form to reflect on vital details like the achievements during the review period, career aspirations, what he/she expects from the team/organization, things he/she wants to change in the organization, etc. it promotes dialogue with the employee instead of keeping it as one way communication and improves employee engagement.
4. Salary, incentives and recognition
The employee review template can have questions on compensation, incentives, rewards, etc. It helps the organization to know if the employees feel they receive the monetary benefits they deserve for the effort they put into the job. Rewards and recognition drive motivation and productivity, and hence, it is crucial for the organization to know if they are rewarding the employees adequately.
5. Skill Development and performance improvement
The employee can state what all skills and competencies he/she needs to develop in order to do the job better. The organization needs to provide the employees with the skills and tools required to perform at optimal levels. Staying updated is key to maintaining the competitive edge of the organization.
How to fill up a performance appraisal form
An employee performance review can make or break the career of an employee, depending on how he/she has performed. So, if you are writing a review for someone who interacts with you everyday, then take your time to write the review and keep your assessment honest and objective. If you are doing a self appraisal, you can follow the below-mentioned guidelines to fill the employee appraisal form for an effective review using performance management software:
Prepare for Self Evaluation
If you are doing a self assessment, prepare well by:
When you fill the form:
By incorporating these considerations into your performance appraisal form, you not only align your self-evaluation with your personal development goals but also with the strategic objectives and expectations of the organization’s performance management system. This approach demonstrates your dedication to growth and improvement while enhancing your synergy with the organization’s mission and vision.
1. What should I fill in self appraisal form?
4 tips to what you should fill in your self appraisal form.
1. Mention your achievements
2. Link achievements to the job description and the organization’s goals
3. Set the goals for the next review period
4. Resolve conflicts and grievances
2. How do I write an appraisal comment for myself in the employee appraisal form?
Make sure to include a mix of positive and needs improvement comments in your self-appraisal.
Example of self appraisal comments :
5. I clearly and regularly share my ideas and feedback with the team
6. I sometimes hesitate in communicating with the top leadership
7. I find it difficult to multi-task
8. I consistently meet 80% of my quarterly OKRs
In conclusion, the employee appraisal form, when filled out thoughtfully, is a vital resource for enhancing team performance. Utilizing a well-structured template and incorporating performance review examples provides clarity and actionable insights for both managers and employees. By setting clear objectives, gathering comprehensive feedback, and focusing on development opportunities, you can foster growth, improve team dynamics, and drive overall organizational success through the appraisal process.
