Templates
Staff performance appraisal form

Staff performance appraisal form

Use this performance appraisal form to evaluate the overall performance of your staff and find areas of approval as well as areas that need training.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
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Learn more
or Download template as PDF
Staff performance appraisal form

Use this performance appraisal form to evaluate the overall performance of your staff and find areas of approval as well as areas that need training.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Our staff performance appraisal form template helps you conduct consistent, fair evaluations that drive employee growth and organizational success. This digital form provides a structured framework for assessing performance against clear criteria, setting meaningful goals, and documenting achievements. You’ll eliminate the frustration of subjective reviews with our rating rubrics and dedicated sections for achievements, improvement areas, and professional development goals.

According to a McKinsey survey, 54% of CEOs don’t find their company’s appraisal process helps identify top performers, while over half of employees believe managers don’t get performance reviews right. This template solves that disconnect by ensuring evaluations are thorough, transparent, and actionable for both managers and employees.

Related categories

Preview of the template
Audit
General Information
Employee full name:
Employee ID:
Post:
Employee's first workday:
Employment Status:
Position:
Performance Assessment
Presence:
General behaviour:
Work quality:
Hard and soft skills and knowledge:
Initiative and Motivation:
Discipline:
Teamwork:
Completion
Rate the overall presence:
Write down the special tasks the employee worked on throughout the appraisal period (if there are any)
Comments on performance:
Sign-off
Name and signature of Employee:
Name and signature of Supervisor / HR Manager:
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Frequently asked questions

What essential components should my staff performance appraisal form include?

Your form should include employee information, a clear rating system, sections for achievements and strengths, areas for improvement, progress on previous goals, new goal-setting, space for both manager and employee comments, and signatures. This comprehensive structure ensures balanced feedback while creating accountability for future development.

How frequently should I conduct staff performance appraisals using this template?

While annual reviews are traditional, many organizations now conduct quarterly or bi-annual formal appraisals supplemented by monthly check-ins. The optimal frequency depends on your team’s needs, project cycles, and organizational growth pace. Regular feedback is more effective than infrequent reviews, as it allows for timely course correction and continuous development.

What’s the best way to prepare employees for their performance appraisal?

Send the blank appraisal form to employees at least one week before the review, asking them to complete a self-assessment. Provide clear instructions on the process and expectations. Encourage them to gather accomplishments, challenges, and career aspirations to discuss. This preparation creates more productive conversations and demonstrates you value their perspective.

How can I make performance ratings more consistent across different managers?

Develop clear rating definitions with specific examples for each performance level. Conduct calibration sessions where managers discuss their preliminary ratings before finalizing reviews. Provide training on common rating errors like recency bias or halo effect. These practices help standardize evaluations while still allowing for nuance in different roles.

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.