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Employee performance appraisal form

Employee performance appraisal form

Use this form to assess the performance of your employees over the past months and provide clear, actionable feedback that supports team development.

Use this template
or download pdf
Employee performance appraisal form

Use this form to assess the performance of your employees over the past months and provide clear, actionable feedback that supports team development.

Use this template
or download pdf

About the Employee performance appraisal form

Evaluating employee performance is a critical part of organizational success. This employee performance appraisal form gives you a structured way to assess job skills, problem-solving abilities, and overall contributions.

Whether you’re managing a small team or overseeing multiple departments, this template simplifies the evaluation process. It only enhances productivity but also ensures every team member receives the constructive feedback they need to excel in their role.

How to use the employee performance appraisal form

Follow these steps to maximize the performance appraisal template:

  1. Set up the form for your needs. Begin by customizing the form within the Lumiform app to fit your team’s unique performance criteria. Add or remove fields based on the skills, behaviors, or competencies most relevant to the roles you manage.
  2. Assign roles and responsibilities. You can use Lumiform’s role assignment feature to ensure that both supervisors and employees have access to the form. This leads to transparency and allows team members to prepare for the review process.
  3. Conduct the appraisal. When it’s time for evaluations, the app allows supervisors to easily enter their assessments in real time. Supervisors can rate employees on various skills, such as job knowledge, problem-solving, and innovation, and include comments to provide context.
  4. Share feedback and track progress. Once the form is completed, share it with employees for review and discussion. Regular feedback helps foster improvement, and the data collected can be analyzed over time to track individual and team performance.
  5. Use the data to improve workflows. Leverage the insights gained from the performance appraisals to address areas for growth and recognize strengths. This ongoing process helps managers create personalized development plans and ultimately boosts overall productivity.

Best practices for using the employee performance appraisal form

By using this template effectively, you can help team members reach their potential with valuable feedback.

When you’re conducting the appraisal, give specific examples and avoid vague statements. For example, instead of saying, “You need to improve your communication,” specify moments where communication could have been clearer, such as during a specific project or meeting. This allows the employee to understand exactly what they need to work on and makes the feedback actionable.

It’s also important to focus on both strengths and areas for improvement. A balanced appraisal highlights an employee’s strengths as much as their weaknesses. Pointing out successes not only boosts morale but also reinforces positive behaviors. At the same time, discussing areas for improvement gives employees a clear path to growth.

Download Lumiform’s employee performance appraisal form today

Assess your team’s capabilities and potential for growth using our employee performance appraisal template. With data analysis features, rating scales, and plenty of space for comments, you can provide detailed, actionable feedback that drives continuous improvement and team success. Get started now and experience a more structured, productive review process.

Related categories

  • Operational excellence templates
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Preview of the template
Audit
Date and time
Demonstrates required job skills and knowledge
Comment
Has the ability to learn and use new skills.
Comment
Uses resources available in an effective manner
Comment
Responds effectively to assigned responsibility
Comment
Meets attendance requirement
Comment
Listens to directions from management
Comment
Takes responsibility for actions
Comment
Honors commitments
Comment
Demonstrates problem solving skills
Comment
Offers constructive suggestions for improvement.
Comment
Generates creative ideas and solutions:
Comment
Meets challenges head on
Comment
Demonstrates innovative thinking
Comment
Employee
Supervisor
Director
26/130 unsatisfactory
52/130 below average needs improvement
78/130 satisfactory needs more improvement
104/130 above satisfactory
130/130 outstanding needs more challenges
This template was downloaded 25 times

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Coaching Employees For Success: The Complete GuideExploring Employee Surveys As A Valuable Workplace ToolPerformance appraisal methods: A practical guide
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Template collections

See comprehensive collections of best practice templates related to this topic.

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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Issue management softwareConduct inspections with Lumiform's customizable workflow softwarePerformance appraisal software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

10 principles of operational excellence10 reasons why workplace safety is importantHow to use a mentorship program to develop your employees6 steps to guide employees through organizational change

Frequently asked questions

How can managers prepare for a performance review meeting?

To prepare for a performance review meeting, managers should gather relevant data and examples of the employee’s work, both positive and negative. Reviewing past performance appraisals can provide context. Set a clear agenda and objectives for the meeting to keep the discussion focused. During the meeting, practice active listening and be ready to discuss career development opportunities.

What are some effective ways to set performance goals?

Effective performance goals should be SMART: Specific, Measurable, Achievable, Relevant, and Time-bound. They should also be aligned with organizational objectives to be relevant. Employees can provide insights into what’s realistic and meaningful to them, so consider involving them in the goal-setting process to increase engagement and ownership.

What are best practices for giving constructive criticism?

When giving constructive criticism, focus on specific behaviors rather than personal traits. Use the “sandwich” method: start with positive feedback, discuss areas for improvement, and end with encouragement. Be clear and direct, providing examples to illustrate your points. Encourage dialogue by asking for the employee’s perspective and suggestions for improvement.

What are common mistakes to avoid in performance appraisals?

Avoid vague or generic feedback, as it can leave employees confused about expectations. Don’t make the appraisal solely about recent events; consider the entire review period. Gather input from peers and other stakeholders too instead of relying only on your own perspective. The appraisal process should be transparent and consistent to maintain trust.

How can bias be minimized in employee performance appraisals?

To minimize bias in appraisals, use objective criteria and standardized evaluation forms. Diverse review panels can provide multiple perspectives. For example, you can encourage self-assessments and peer reviews to balance different viewpoints. It’s also crucial to train managers on recognizing and mitigating unconscious bias.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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