Employee appraisals are important since it helps a company to select those who must be promoted and those who should undergo a corrective action plan or a training program to address weak areas. For this, employee appraisal forms must be used throughout the appraisal period.

Employee Appraisal Form in DOC

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What Is an Employee Appraisal Form?

An employee appraisal form is a type of HR form which is used by companies to document the feedback and evaluation of an employer towards the employee being appraised. With this form, an employer can inform and record his suggestions and plans for the employee’s improvement as well as acknowledge the strengths and impressive abilities of the employee. Moreover, an employee appraisal form must be accompanied by other documents which will prove the concerns of the employer such as the printed attendance sheet which indicates the employee’s time in and out for tardiness issues or absenteeism.

Employee Appraisal Form in PDF

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What Is The Purpose of Employee Appraisal Forms?

Employee appraisal forms have three main purposes. The first one is to document supervisory feedback for the employee since the employer or the employee’s supervisor will be assessing, observing, and will be evaluating the employee’s behavior and performance. Another purpose is to define, enlist, and address unfavorable work ethics and habits which must be corrected by the employee. And lastly, to record the overall assessment to serve as an instrument for promotions and new job assignments if the employee has met and maintained a high appraisal score throughout his employment.

Examples of Employee Appraisal Forms

Employee Performance Appraisal Form – Providing objective feedback is the goal of an employee performance appraisal procedure wherein an employee performance appraisal form can be used by companies for appraising any employee regardless of his job position and level in the company. In the form, the person conducting the appraisal should state the name of the employee being appraised, his job title, as well as the date or the period of the appraisal.

Employee Performance Appraisal Form

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The first part of an employee performance appraisal form is intended for reviewing and rating the performance of the employee such as his communication skills, knowledge, flexibility, and creativity. The second part, on the other hand, will document the summarization of the employee’s accomplishments while the third part will indicate the employee’s overall performance rating. And lastly, the fourth part of the form explains the goals suggested by the appraiser to be considered by the employee and the employee’s comments regarding the results or outcome of his employee performance appraisal.

Employee Performance Planning and Appraisal Form – Both the employee and the appraising supervisor will be filling out this appraisal form variety. There are four sections in this form which must be completed for the appraisal or performance cycle of the company. The first section identifies the employee who is being appraised and who the appraiser is, and the evaluations of both parties regarding the key responsibilities of the employee. This means that the employee’s self-evaluation about his performance will be compared to the evaluations and the ratings of the appraiser or his supervisor.

Employee Performance Planning and Appraisal Form

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A table for the performance factors of the employee which will also be scored or rated by him and his supervisor is the content of the second section of the form. In addition, the third section enlists the development goals with the reasons or the purpose of the goals which must be met by the employee within a specific period. The last or the fourth section of the form collects the comments of both the head officials of the company such as the senior administrator and the company president. Documenting their comments will allow the employee in acknowledging their suggestions as well as inform the employee that his current state in the company is not only known between him and his supervisor but also by the other members of the management.

Employee Self-Appraisal Form – Compared to the aforementioned forms, this document is only to be filled out by the employee. However, upon completion, the employee must submit the form to his supervisor in order to document that the purpose and the background of the appraisal procedure had been explained properly before the employee began filling in the form. Moreover, the employee must complete the three sections of the form wherein the first section is the employee information section, the second section contains questions for the appraisal, and the last section collects the signature of the employee.

Employee Self-Appraisal Form

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Employee Appraisal Forms in Different Formats

Employee appraisal forms are also available in several formats such as in “.DOC” and in “.PDF” formats depending on what the company wants to use or prefers. Below are formats and their comparison from one another to identify when each must be considered to be used by the company for an employee appraisal process:

  • Employee Appraisal Form in DOC: This is the basic format that companies often use. One benefit of an employee appraisal form in “.DOC” format is that it can be updated without having the need to convert it to another format for the modification.
  • Employee Appraisal Form in XLS: This format is preferable for companies who intend to use tables or rows and columns. The advantage of this format is the automated computation. This means that formulas or mathematical equations can be incorporated into the form which sums up the scores as well as compute the average score for the overall appraisal rating of the employee.
  • Employee Appraisal Form in PDF: If the plan of the company is to send employee appraisal forms using emails and from one device to another, then an employee appraisal form in .”PDF” format should be chosen. The reason for this is because “.PDF” formats retain the layout or the arrangement of the form even if it will be opened and be filled out using computers and handheld devices.

Employee Appraisal Form in XLS

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With the different varieties and formats of employee appraisal forms, companies will be able to choose and identify which specific document they must prepare. However, one thing to keep in mind when using any of the forms is to ensure that the contents, focus, and the layout of the form meet the company’s standards which is why editing or customizing the forms must be done before it will be used.

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