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Acknowledging the value and the importance of employees in a company is one of the known reasons why an employee appraisal is recommended to be conducted annually or regularly in the workplace. This does not only benefit the employee who showed a great performance from the previous months that he was hired but also for the company as it will aid them in motivating the employees to produce quality output and maintain good behavior. With this appraisal process is an employee appraisal form that needs to be used by the management in order to determine the performance, work quality, and other factors that relates to their employees.

Employee Appraisal Form Sample

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What Is an Employee Appraisal Form?

An employee appraisal form is similar to conducting an employee review, which includes the performance and all other actions that the employee portrayed during a year in his employment. Although an annual appraisal is the most common procedure that most companies consider, regular appraisals are also necessary to outline the progress of the employee. Nonetheless, with the form, any appraisal period will serve its purpose of gathering the feedback and the thoughts of the higher officials in the company with regards to their subordinates and staff.

Alternate Employee Appraisal Form

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Employee Performance Appraisal Form

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Child Care Employee Appraisal Form

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What’s Inside an Employee Appraisal Form?

Employee appraisal forms should cater all the essential descriptions of the characteristics, behavior, ability, and the performance of the employee. With these sections, any company will be able to maximize the purpose and the function of the appraisal document:

Employee Information

The personal information along with the job details of the employee serves as the main focus of this section. The supervisor or the user of the form must fully state the employee’s name, identification number, position in the company, and the department where the employee is assigned to work. Additionally, an indication of whether the subject of the appraisal is a superior or official of the company is important to determine if the person using the form is appropriate for conducting the appraisal addressed to the subject.

Evaluation Type

This will mainly have the specific dates of the appraisal period and the type of appraisal whether it is for a probationary appraisal evaluation or if it is for the annual appraisal of the employee.

Rating Keys

This section is also known as the scoring procedure of some appraisal forms as it will enlist the point equivalents and the description of each score. However, there are some companies who include individual rating scales for each question on the form to secure that the user or the appraiser will remember the standard and the implication of each score that he will be providing for the employee.

Classified Employee Performance Appraisal Form

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Employee Appraisal Discussion Form

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Employee Performance Appraisal Form

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Work Analysis

In this section, the appraiser will have to enlist and state a description of the necessary qualities that the employee must have for his job position. The rating in this section will indicate the effectivity of the employee to carry out all his tasks, essential qualities, and accomplish his daily responsibilities for the company. To further describe the employee’s work performance, the appraiser will need to include a set of examples of situations wherein the employee showed the response for every quality that he stated and rated.

Performance Factor

Compared to the work analysis section, this will center on more significant parts of the employee’s performance such as the knowledge of the employee for his job and his development over time. The employee’s problem-solving skills, commitment to achieving excellence and values, strategies to promote teamwork and efficiency in communicating with his colleagues are also highlighted in this area. Specifically, the appraiser is also required to indicate references for proving the appropriateness of his ratings for the employee.

Compliance Questionnaire

This is the last section that will demand the appraiser to determine his scores for the employee. Identical to any questionnaire form, this section is composed of questions that can be answered by a yes or a no by the appraiser. The questions are mostly about the ability of the employee to comply and follow the company’s regulations and the terms stated in his employment contract agreement such as punctuality, professionalism, and confidentiality.

Employee Self-Appraisal Form

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Final Employee Appraisal Form

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Blank Employee Appraisal Form

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Appraisal Summary

The overall qualitative score of the employee from the work analysis, performance factor, and the compliance questionnaire completed by the appraiser is indicated in this section.

Development Plan

With the summarized appraisal of the employee, the appraiser must outline an action plan of how the employee may enhance his performance for a greater score in the next appraisal period. Although the plan is indeed to be taken by the employee, the appraiser should acknowledge his role and responsibility in guiding the employee throughout the duration of improving his performance.

Signatures of the Parties

After the appraiser complete all the fields in the form, his signature along with the employee’s and the reviewer’s will affirm the facts stated in it. The ratings will also be recorded in the employee’s file in order to obtain a report of the appraiser’s observation. There are also some companies who use the appraisal form together with an employee evaluation especially for those employees who aim to be promoted to a higher position in the company.

New Employee Appraisal Form

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Student Employee Appraisal Form

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Employee Appraisal Form in Excel

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Interactive Employee Appraisal Form

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Employee Appraisal Form in DOC

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Varieties of Employee Appraisal Forms

Employee Appraisal Form in Excel (XLS) Format

Some documents mainly come in a simple format that can be presented to the general population, while there are some that will require the user to use a particular application in order for the form’s contents to be viewed. An example of this document is an employee appraisal form in an Excel file format. This type of format is used by companies who have an application that runs the file in their database and on their website.

The benefits of choosing this format include the easier process of computing or summing up the rating scores for each description appraised by the employee’s supervisor. An employee appraisal form in this format can also lessen the time of preparing the document and adding columns, rows, and lines to acquire a presentable appearance since Excel formats already have numerous cells that the company management can customize.

With the stated benefit, using an Excel file format should also be taken carefully especially when creating formulas for each column and rows. Mistakes in the conditional formulas in the form will not only cause a problem to the management but will also affect the employee and the appraiser, which is why the form must be reviewed before being used by anyone.

Employee Appraisal Form in Portable Document File (PDF) Format

A PDF format of an employee appraisal form is best used and enclosed in emails within a company. The advantage of this format is that it allows the management to lock sections and fields as well as leave specific areas that are intended for the answers of the user. The ability to integrate locked sections will protect the form from being changed by the user. An employee appraisal form in PDF format can also be easily printed out without having to fear that the form’s arrangement will be changed during the printing process.

When it comes to lighter file sizes due to the compression ability, forms in PDF formats are deemed as the king compared to other formats. Another characteristic of the PDF that is beneficial for companies and organizations is that it can be viewed online and by anyone who wants to use the form. This benefit does not only smoothen the appraisal process but also aids the company in saving its financial resources to purchase a particular application for the format.

Employee Appraisal Form in Word Document (DOC) Format

Another format that is evidently used by most companies is an appraisal form in .DOC format. This type of format is beneficial for companies who value the significance of paragraphs and essay statements for rating an employee. Although among the aforementioned formats, a DOC format is the most known and the most understood format by any individual regardless if the user holds a professional degree or not since it shows simple arrangements and design.

Another advantage of using an employee appraisal form in DOC format is that it allows a spell-check and grammar check when a statement or a word is encoded on the form. This lessens the need to constantly re-read and review the form to assure that words are spelled right and that phrases show the exact descriptions that the appraiser implies about the employee. Additionally, a DOC format will also allow the management to place images and logos of the company as the header and footer easily compared to the two formats stated above.

However, regardless of the descriptions and the abilities of each format, it will always depend on how the company management will widen its capacities since the form will only be useful to those who know its importance and functions. Lastly, it is essential that companies will promote honesty, professionalism, and constructive criticism for their employees as these three characteristics serve as the building blocks of success in a company department.

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