Managing employee performance can be challenging and complex, but a well-organized performance appraisal process makes it much more manageable. This collection of performance appraisal templates aids you in conducting evaluations consistently. The result would be clear insights on employee progress that you can turn into constructive feedback.
Whether you’re in HR, leading a small team, or overseeing a department, having a reliable system for appraisals keeps everyone aligned on expectations and areas for growth. Without structured performance assessments, it’s easy to overlook key achievements or ongoing challenges.
Explore six performance appraisal templates below for streamlining your reviews and keeping your team on track for success.
Essential performance appraisal templates
All of these templates guide you through goal-setting, performance assessment, and planning:
Performance appraisal template
Improve your evaluation process with this versatile template, crafted to enhance employee development and productivity. It features a step-by-step framework, where you’ll write down goals, then you’ll give performance ratings for different criteria such as communication skills and output. You’ll also develop a training plan and document any concerns or incidents, concluding with an overall rating. Feel free to customize the performance metrics and ratings to match your team goals.Yearly performance appraisal form
Perfect for annual reviews, this form focuses on capturing long-term growth and major accomplishments. It includes comprehensive sections for performance evaluation and development planning, and both the manager and employee can give their feedback and observations. Adjust the rating scales to reflect your company’s performance standards and conduct a thorough and meaningful evaluation.Employee performance appraisal form
Maintain consistent and effective performance tracking with this employee-focused form. It covers key performance indicators with space for feedback and comments, as well as a rating scale to promote continuous improvement. Modify the form to reflect your team’s unique roles and responsibilities, ensuring that evaluations are relevant and actionable. This adaptability helps you address specific performance challenges.Staff performance appraisal form
Conduct comprehensive staff evaluations with this form, designed to highlight both team contributions and individual growth. Use it to conduct performance assessments based on various criteria. You can also provide feedback and document special tasks performed by the employee. Customize the form to align the metrics with your company goals, leading to a more motivated and productive workforce.Performance management form for executives (US OPM)
For assessing senior executives’ performance, this form by the US Office of Personnel Management (OPM) gives a clear framework, covering leadership skills, decision-making, and contribution to the organization’s goals. You can assign ratings (from 5 to 1) across competencies like business accumen and building coalitions, with clear standards set for the scoring system. At the bottom, there’s space to write down specific accomplishments and explanations about your ratings.Job performance appraisal form (Northern Territory Government)
Adaptable to different job positions, this job performance appraisal form by the Northern Territory Government allows you to review an employee’s skills, progress, and contributions. It gives you a clear process for assessing key job competencies, tracking progress on previous goals, and setting objectives for future development. Employees can even self-evaluate their performance while getting constructive feedback from reviewers.
How to create a performance appraisal template in Lumiform
Creating a performance appraisal template that meets your team’s needs can be quick and efficient with Lumiform.
Start by adding the essential fields for employee details and evaluation criteria. You can incorporate diverse response types like text fields for detailed feedback or multiple-choice options to streamline ratings. Since the app comes with logic and action management, you can also automatically assign tasks based on the review outcomes, ensuring that follow-ups are clearly communicated.
When it comes to using the template, you can do real-time data collection since the form is also accessible via phone or tablet. This makes it easier for both managers and employees to access and complete the appraisal from anywhere. It’s also possible to utilize QR codes to simplify access to the form.
After the appraisal, Lumiform’s data analysis tools enable you to track performance trends and identify areas for improvement over time. This empowers your team to make data-driven decisions for growth and development.